TechCheck

Sam Altman’s AI Industrial Policy 4/6/26

06 Apr 2026

Contributed by Lukas

CNBC’s Kate Rooney reports on OpenAI CEO Sam Altman’s ambitious plan for the future of AI as laid out in a recent policy memo and the latest news ...

Elon Musk’s SpaceX IPO Strategy 4/2/26

02 Apr 2026

Contributed by Lukas

CNBC’s Deirdre Bosa reports the latest news surrounding SpaceX’s IPO, including news the company could allocate up to 30% of shares to retail inve...

Apple’s Vibe-Coding Crackdown 4/1/26

01 Apr 2026

Contributed by Lukas

CNBC’s Deirdre Bosa delivers news regarding Apple blocking AI vibe-coding apps, including Replit, from updating in the App Store over safety concern...

Apple built a hardware empire in its first 50 years. The next 50 could be defined by AI. 4/1/26

01 Apr 2026

Contributed by Lukas

Apple turns 50 at a moment when it’s losing the AI race and doing something once almost unthinkable: opening Siri to rival chatbots and leaning on G...

Nvidia’s Web of AI Investments 3/31/26

31 Mar 2026

Contributed by Lukas

CNBC’s Kristina Partsinevelos reports the latest news surrounding Nvidia and its $2 billion investment in Marvell Technology.  Hosted by Simplecast...

AI Capex Concerns & Big Tech 3/30/26

30 Mar 2026

Contributed by Lukas

CNBC’s MacKenzie Sigalos reports on Wall Street’s deepening unease with Big Tech’s AI spending spree, as Microsoft, Alphabet and Meta absorb a f...

Anthropic Wins Preliminary Injunction in Department of Defense Fight 3/27/26

27 Mar 2026

Contributed by Lukas

CNBC’s MacKenzie Sigalos reports the latest news surrounding Anthropic’s legal fight against the Pentagon. Hosted by Simplecast, an AdsWizz compan...

U.S. AI infighting and China’s opportunity 3/3/26

03 Mar 2026

Contributed by Lukas

The drama between the Pentagon and major U.S. AI labs is highlighting the risks and sending users to Chinese AI models. We dig into what the last week...

TechCheck Takes: AI is taking over and there are no guardrails 3/3/26

03 Mar 2026

Contributed by Lukas

AI can now do your job, build apps, and crush markets. Meanwhile Wall Street is in a panic and the Pentagon is blacklisting Anthropic. The companies t...

China’s Lunar New Year tech showcase, Plus Figma’s Anthropic partnership 2/17/26

17 Feb 2026

Contributed by Lukas

China’s tech giants are kicking off the Lunar New Year with a wave of AI and robotics announcements. Plus, what Figma’s new “Code to Canvas” p...

AI’s high-stakes safety divide 2/12/26

12 Feb 2026

Contributed by Lukas

The AI race is becoming more polarized as Anthropic donated $20M to a group supporting more AI regulation. We dig into the battle lines being drawn wi...

AI eroding the software moat 2/9/26

09 Feb 2026

Contributed by Lukas

Databricks announcing a new $5B funding round at a $134B valuation. Making the company the fourth largest private company in the U.S. We speak to CEO ...

Moltbook: Where AI bots socialize 2/2/26

02 Feb 2026

Contributed by Lukas

A social media site where only AI agents are allowed is going viral in tech circles this weekend. We dig into "Moltbook" where AI bots are conversing ...

TechCheck Takes: China’s next breakthrough moment is in AI hardware 1/28/26

28 Jan 2026

Contributed by Lukas

China’s next AI shock isn’t another DeepSeek-style model. It’s hardware.After DeepSeek proved China could compete under constraints, that approa...

OpenAI to “Dramatically” slow hiring 1/27/26

27 Jan 2026

Contributed by Lukas

Layoffs hitting tech at Pinterest and Amazon this week, as OpenAI CEO Sam Altman says his company plans to “dramatically slow down” on hiring. We ...

Anthropic brings AI to finance 1/26/26

26 Jan 2026

Contributed by Lukas

OpenAI is teasing new upgrades to its AI coding tool this week as rival Anthropic’s Claude Code continues to gain traction online. We dig into the n...

TechCheck Takes: Anthropic’s Claude Code and the rising threat to software — Replit CEO weighs in 1/22/26

22 Jan 2026

Contributed by Lukas

Replit is launching a feature that will let users create fully published and monetizable iOS apps using nothing more than natural language. It’s a b...

The AI talent revolving door, Plus, The AI coding boom hits software 1/15/26

15 Jan 2026

Contributed by Lukas

OpenAI is rehiring three top researchers from a rival startup in the latest escalation in the AI talent wars. Plus, Box CEO Aaron Levie joins us to ta...

Microsoft’s new data center strategy, and Chinese AI adoption 1/13/26

13 Jan 2026

Contributed by Lukas

Microsoft is out with a new plan to reduce consumers’ electricity costs from data centers. And as domestic U.S. pushback against data centers grows,...

Apple bets big on Gemini, plus Meta’s new President 1/12/26

12 Jan 2026

Contributed by Lukas

Apple announcing today that it will use Google’s Gemini AI to power its revamped Siri coming later this year. Plus, a look at Meta’s new president...

Gmail unveils new AI features 1/8/26

08 Jan 2026

Contributed by Lukas

Google’s Gemini push rolling out on Gmail today with new features that can access user’s entire email history. We dig into what the new tools mean...

Google’s Boston Dynamics partnership, and Tesla’s AV, Robotics challengers 1/6/26

06 Jan 2026

Contributed by Lukas

Google’s Deepmind unit announcing a partnership with Boston Dynamics at CES where robotics stole the show. We dig into the biggest announcements and...

China’s AI-driven IPO revival 1/5/26

05 Jan 2026

Contributed by Lukas

AI names are pumping new life into China’s IPO market, with model maker “Mini Max” reportedly set to price at the top of its range tomorrow. We ...

Anthropic’s ‘more with less’ playbook 1/2/25

02 Jan 2026

Contributed by Lukas

Anthropic is one of the key AI players eyeing a potential 2026 IPO. MacKenzie Sigalos sat down exclusively with Anthropic President Daniela Amodei to ...

Top AI scientists spar over AGI 12/23/25

23 Dec 2025

Contributed by Lukas

Two of the world’s top AI scientists in a heated public debate about the future of the technology, and whether it can ever match human intelligence....

Waymo’s San Francisco blackout pause 12/22/25

22 Dec 2025

Contributed by Lukas

Waymo service is up and running again in San Francisco after a Saturday night blackout left robotaxis stopped in their tracks throughout the city. We ...

Google's chip challenge to Nvidia 12/18/25

18 Dec 2025

Contributed by Lukas

Google is working on a new initiative that would challenge Nvidia’s software edge in AI. We dig into Google’s latest move and the increasing threa...

AI Trade’s Newest Risk – Data Center Political Backlash 12/16/25

16 Dec 2025

Contributed by Lukas

Data centers are now under growing pressure not just in the markets, but also on Capitol Hill. Three democratic U.S. Senators – Elizabeth Warren, Ri...

SpaceX and the 2026 IPO pipeline, Plus Nvidia China headwinds 12/15/25

15 Dec 2025

Contributed by Lukas

SpaceX is reportedly planning to go public next year, telling employees that it would buy insider shares at an $800B valuation. We dig into what it me...

Nvidia exports and the battle for AI ecosystem dominance 12/10/25

10 Dec 2025

Contributed by Lukas

New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia c...

What Youtube means for Netflix and WBD, Plus Nvidia’s H200 roadblock 12/9/25

09 Dec 2025

Contributed by Lukas

Netflix’s Co-CEOs telling investors they are confident that the WBD deal will close, citing competitors like Youtube as possible regulatory cover. P...

Tiger Global launches new investment fund 12/8/25

08 Dec 2025

Contributed by Lukas

One of the biggest names in the startup ecosystem is launching a new investment fund targeted at a $2.2B raise. We dig into the news, and how the AI b...

TechCheck Takes: The AI pressure cooker: OpenAI, Nvidia and Google all on the move 12/8/25

08 Dec 2025

Contributed by Lukas

This week showed just how much pressure the AI trade is under. OpenAI’s Sam Altman is heading to Jimmy Fallon next week as the company reportedly de...

Google’s Vibe-Coding Play 12/4/25

04 Dec 2025

Contributed by Lukas

Google announced an expanded partnership with vibe-coding startup Replit that brings the company deeper into the Google Cloud. We sit down with Google...

Pressure on the AI Agent narrative 12/3/25

03 Dec 2025

Contributed by Lukas

Shares of Microsoft under pressure today even after the company pushed back on reporting that the tech giant was lowering AI sales quotas. But it's an...

OpenAI Issues “Code Red” Amid Increased Competition 12/2/25

02 Dec 2025

Contributed by Lukas

The pace of new AI developments could now be making OpenAI feel nervous, with CEO Sam Altman reportedly issuing a ‘code red’ in a memo to employee...

The state of the AI trade: ChatGPT turns three 12/1/25

01 Dec 2025

Contributed by Lukas

OpenAI's ChatGPT turned three this week. As the AI trade enters its fourth year, OpenAI finds its position shifting from disruptor to incumbent. We di...

TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25

25 Nov 2025

Contributed by Lukas

This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around...

Alibaba and Google’s AI comeback 11/24/25

24 Nov 2025

Contributed by Lukas

Shares of Alibaba rallying today after the Chinese tech giant announced its updated consumer chatbot has reached 10 million downloads just a week afte...

TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25

19 Nov 2025

Contributed by Lukas

AI euphoria is giving way to fear. The industry that once looked unstoppable is starting to bleed from a thousand tiny cuts. Short sellers like Michae...

Startup Losses Fuel AI Boom 11/14/25

14 Nov 2025

Contributed by Lukas

Fears around a big tech AI bubble are still weighing on markets, but the source of frothiness could instead be from the private AI markets. Startup lo...

Meta's chief AI scientist reportedly departing 11/11/25

11 Nov 2025

Contributed by Lukas

Meta’s chief AI scientist reportedly departing the company to create his own AI startup as the social media giant undergoes an AI overhaul. We dig i...

U.S., China and the race for cheaper AI 11/10/25

10 Nov 2025

Contributed by Lukas

The AI trade is back in the green after a volatile week as new reporting emerges of a massive $18B financing deal for an Oracle-tied data center. We d...

Google’s latest AI chip takes on Nvidia 11/6/25

06 Nov 2025

Contributed by Lukas

Google is announcing the rollout out of what it is calling its most powerful in-house AI chip yet. We dig into what we know about the new ‘Ironwood’...

The new AI Super PAC, Plus OpenAI’s enterprise impact 10/27/25

27 Oct 2025

Contributed by Lukas

A new pro-AI Super PAC reportedly under fire from the White House after it said it aims to support candidates from both political parties. Plus, a loo...

Google and Anthropic Ink Cloud Computing Deal, Plus Wall Street Cools on Intel 10/24/25

24 Oct 2025

Contributed by Lukas

Google and Anthropic just officially announced their cloud computing deal, in which Google will supply Anthropic with up to 1 million of its in-house ...

Google Infrastructure in Focus in Rumored Deal with Anthropic 10/22/25

22 Oct 2025

Contributed by Lukas

Google is now reportedly in talks with the AI company Anthropic to ink a new multi-billion dollar cloud computing deal, in which the tech giant would ...

Anthropic Divides Silicon Valley Over AI Regulation 10/21/25

21 Oct 2025

Contributed by Lukas

Anthropic is now at the center of a battle over AI regulation and safety, with public clashes on the social platform X between tech titans like White ...

Hollywood Superagent Michael Ovitz’s New AI Anti-Piracy Venture, Plus Major AWS Outage Hits Apps 10/20/25

20 Oct 2025

Contributed by Lukas

As viral AI models like Openai’s Sora 2 raise risks around Hollywood and copyright infringement, new tools like the anti-piracy startup SoundPatrol ...

Tim Cook's China tightrope act 10/15/25

15 Oct 2025

Contributed by Lukas

New data shows Apple shipments beginning to turn around in China up from a year ago, right as CEO Tim Cook is set to visit the all-important market. W...

OpenAI and Broadcom sign 10 gigawatt deal 10/13/25

13 Oct 2025

Contributed by Lukas

Shares of Broadcom surging today after announcing a deal with OpenAI to deploy 10 gigawatts of custom AI chips over the next four years. We dig into t...

UAE aims to be Middle East’s AI hub 10/9/25

09 Oct 2025

Contributed by Lukas

Shares of Nvidia outperforming today after U.S. regulators reportedly approved the sale of several billion dollars of the company’s chips to the Uni...

Nvidia's self-funded AI loop 10/8/25

08 Oct 2025

Contributed by Lukas

Nvidia may be the most valuable company in the world right now, but it's also becoming the AI industry's preferred lender, with a new investment into ...

Oracle’s thin-margin alarm bell, Plus Qualcomm’s robotics bet 10/7/25

07 Oct 2025

Contributed by Lukas

Shares of Oracle lower today after a report that the cloud provider is struggling to make money renting Nvidia chips. Plus, we look at how Qualcomm’...

Inside OpenAI’s data center hunt 10/3/25

03 Oct 2025

Contributed by Lukas

OpenAI may have just unveiled a nearly $1T plan to expand its infrastructure footprint. We take a look behind the scenes where the AI leader has been ...

OpenAI’s AI video “slop” backlash 10/2/25

02 Oct 2025

Contributed by Lukas

OpenAI officially hitting a $500B valuation amid a flurry of product and partnership announcements. Including the launch of its latest Sora AI image g...

Google’s smart home AI revamp 10/1/25

01 Oct 2025

Contributed by Lukas

Google is unveiling a major overhaul to its smart home systems, bringing Gemini AI into devices like its nest cameras and smart speakers. We dig into ...

Amazon touts Alexa+ in new devices 9/30/25

30 Sep 2025

Contributed by Lukas

Amazon unveiling long-awaited updates to its Echo, Ring, and Alexa+ digital assistant at it’s “Devices and Services” event today. We dig into th...

EA’s $55 Billion Deal and Anthropic Heats Up AI Arms Race 9/29/25

29 Sep 2025

Contributed by Lukas

Electronic Arts is being acquired in what will be the biggest leveraged buyout in history. CNBC’s Steve Kovach takes a closer look at why one of the...

Anthropic, OpenAI rivalry goes global 9/26/25

26 Sep 2025

Contributed by Lukas

Anthropic is announcing a major global hiring blitz as the startup says it is seeing enterprise demand surge overseas. We dig into what the expansion ...

Amazon’s $2.5B Prime settlement, and the $100M Databricks, OpenAI deal 9/25/25

25 Sep 2025

Contributed by Lukas

Amazon has reached a $2.5 settlement with the FTC over accusations of deceptive practices locking consumers into Prime subscriptions. Plus, we talk to...

OpenAI and Oracle's data center ambitions 9/23/25

23 Sep 2025

Contributed by Lukas

OpenAI and Oracle's flagship data center site in Abilene, Texas is up and running, betting big on America's AI future with a sweeping infrastructure p...

U.S. Nears TikTok Deal, Plus Oracle's CEO Shakeup 9/22/25

22 Sep 2025

Contributed by Lukas

President Trump is set to sign an executive order on TikTok this week, in which a new U.S. entity would license, retrain and update a copy of TikTok's...

Musk, Altman rivalry escalates with new OpenAI hire 9/16/25

16 Sep 2025

Contributed by Lukas

OpenAI is launching the latest salvo in the rivalry between Sam Altman and Elon Musk. Hiring former xAI CFO Mike Liberatore to oversee their massive i...

Nvidia caught in U.S., China “Chiplomacy” 9/15/25

15 Sep 2025

Contributed by Lukas

U.S. trade talks facing even higher stakes after Chinese regulators announced that Nvidia violated one of the country's antitrust laws with the 2020 a...

OpenAI and Microsoft’s uneasy truce 9/12/25

12 Sep 2025

Contributed by Lukas

OpenAI reaching a tentative agreement with Microsoft that brings the AI darling one step closer to its long-awaited for-profit shift. We dig into the ...

Oracle and OpenAI’s $300B Cloud deal 9/11/25

11 Sep 2025

Contributed by Lukas

Shares of Oracle are pulling back today after the stock surged 35% this week on the company’s massive revenue backlog. Now we’re learning that Ope...

Amazon launches Zoox Robotaxis in Las Vegas 9/10/25

10 Sep 2025

Contributed by Lukas

Amazon is making its long-awaited leap into the Robotaxi race with the launch of its self-driving Zoox vehicles in Las Vegas. We take a look at the ne...

Google's ad tech trial strategy, plus trading the Apple ecosystem 9/9/25

09 Sep 2025

Contributed by Lukas

As Google gets ready to fight an antitrust battle around its advertising technology, a new court filing hints at how the search giant might frame its ...

Apple set to unveil iPhone 17 models 9/8/25

08 Sep 2025

Contributed by Lukas

Apple’s biggest event of the year is set to kick off tomorrow when it is reportedly expected to launch major redesigns to the iPhone for the first t...

Broadcom’s $10B customer 9/5/25

05 Sep 2025

Contributed by Lukas

Broadcom shares surging 15% today after posting strong earnings and the reveal of a new mystery customer that has secured $10B in new orders. We did i...

Top Tech CEO’s meet for White House dinner 9/4/25

04 Sep 2025

Contributed by Lukas

CEOs from tech’s biggest names including Tim Cook, Sam Altman, and Sundar Pichai will all be at the White House for a dinner tonight with President ...

What Google’s Antitrust Ruling Means for Tech & the AI Trade 9/3/25

03 Sep 2025

Contributed by Lukas

Google avoids a break-up in its anti-trust case. We’ll discuss what that means for Alphabet. We’ll also take a closer look at how this ruling coul...

Nvidia's Chip Diplomacy and Concentration Risk 8/28/25

28 Aug 2025

Contributed by Lukas

Nvidia CEO Jensen Huang is pushing what some call 'GPU panda diplomacy' by lobbing Washington to let American AI chips flow to China while proving his...

Defense tech startups and VCs on government equity stakes 8/26/25

27 Aug 2025

Contributed by Lukas

Commerce Secretary Lutnick told CNBC yesterday that top pentagon officials are discussing taking stakes in defense contractors like Lockheed Martin as...

China risks loom over Nvidia print 8/27/25

26 Aug 2025

Contributed by Lukas

Nvidia earnings on deck tomorrow as uncertainty grows over the chipmaker’s future in China. We dig into the latest on Nvidia and to expect in Wednes...

Musk’s X, xAI sue Apple and OpenAI, Plus Netflix immersive houses 8/25/25

25 Aug 2025

Contributed by Lukas

Two of Elon Musk’s companies are suing Apple and OpenAI, accusing them of hurting competition in artificial intelligence. Plus, a look at new immers...

Google search remedies loom 8/21/25

21 Aug 2025

Contributed by Lukas

Remedies in the Google search antitrust trial are expected to drop any day now. We dig into why ending Google’s exclusive search deals could actuall...

Google unveils new Pixel phones 8/20/25

20 Aug 2025

Contributed by Lukas

Google unveiling a new line of its Pixel phones at their annual “Made by Google” event in Brooklyn. We dig into what the new devices tell us about...

Softbank’s $2B Intel Investment 8/19/25

19 Aug 2025

Contributed by Lukas

Shares of Intel are soaring after the announcement of a $2B investment from Softbank. We dig into what the deal means as the Trump administration cons...

Hollywood’s high-stakes AI moment 8/18/25

18 Aug 2025

Contributed by Lukas

The Annual “AI film festival” hosted by startup Runway kicking off this weekend in partnership with IMAX. We dig into how the even exemplifies Hol...

Trump administration eyes Intel stake - Reports 8/15/25

15 Aug 2025

Contributed by Lukas

Intel stocks soaring to end the week after news that the Trump administration is considering a stake in the chipmaker. We dig into what the deal would...

GPT-5 spurs enterprise AI battle 8/14/25

14 Aug 2025

Contributed by Lukas

OpenAI’s rollout of GPT-5 came with some bumps for users, but we dig into how the new model could be boosting the company’s enterprise business. ...

China tech's lock-in to Nvidia chips 8/11/25

11 Aug 2025

Contributed by Lukas

President Trump said in a press conference today that Nvidia's H20 chips meant for China were obsolete, but that there was still a market for them. We...

Sam Altman on OpenAI's path to IPO, plus the tenth anniversary of Alphabet's restructuring 8/8/25

08 Aug 2025

Contributed by Lukas

Sam Altman joined CNBC and discussed his path to IPO and OpenAI's new enterprise push. We look at why Silicon Valley startups have been staying privat...

OpenAI launches GPT-5, plus Apple’s diplomat-in-chief 8/7/25

07 Aug 2025

Contributed by Lukas

OpenAI announcing its highly-anticipated ChatGPT-5 model today – hailing it as its fastest and most useful yet. Plus, Apple getting a tariff exempti...

OpenAI eyes $500B valuation deal 8/6/25

06 Aug 2025

Contributed by Lukas

OpenAI is eyeing a blockbuster $500B valuation in new talks for an employee share sale. We dig into the details and who stands to gain the most in any...

OpenAI launches its first Open Weight models, plus Palantir’s efficiency strategy 8/5/25

05 Aug 2025

Contributed by Lukas

OpenAI is launching two new open-weight models in years as the company looks to attract more developers. Plus, Palantir shares surging after a strong ...

Tim Cook hints at AI acquisitions 8/4/25

04 Aug 2025

Contributed by Lukas

Apple CEO Tim Cook reportedly holding a rare all-hands Friday amid concerns over the company’s AI strategy. We dig into what an Apple AI turn around...

CEO Tim Cook: Apple "significantly increasing" AI spend 8/1/25

01 Aug 2025

Contributed by Lukas

Major tech earnings out this giving us a clearer picture of how the Megacaps are spending to meet AI demand. We dig into how Apple is upping its own s...

Meta eyes AI-powered ad growth 7/29/25

30 Jul 2025

Contributed by Lukas

Meta CEO Mark Zuckerberg laying out his new vision for ‘personal superintelligence’ on social media. We dig into what investors will be looking fo...

Spotify’s AI advertising potential 7/28/25

29 Jul 2025

Contributed by Lukas

Spotify is pointing to AI as a potential driver of user engagement. We dig into why the technology may be a new threat to its business. Hosted by Simp...

Apple’s China turnaround, and Tesla’s new chips deal 7/28/25

28 Jul 2025

Contributed by Lukas

New data shows iPhone sales are on the rise in China again just as Apple prepares to report earnings this Thursday. Plus, a look into the impact of th...

Apple’s AI strategy in focus 7/25/25

25 Jul 2025

Contributed by Lukas

A blockbuster week ahead for big tech earnings, with Microsoft, Meta, Amazon, and Apple all set to report. We dig into what investors will be looking ...

Broadcom Boosted by Google's AI Spend 7/24/25

24 Jul 2025

Contributed by Lukas

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positi...

How Oracle could benefit from OpenAI's data center ambitions 7/22/25

22 Jul 2025

Contributed by Lukas

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positi...

Nvidia's H20 China delays, plus the rise of AI companions 7/21/25

21 Jul 2025

Contributed by Lukas

Nvidia said it expected to be able to resume sales of its H20 AI chip in China, but the chip giant is still facing significant roadblocks to its resta...

Impact of Nvidia’s return to China 7/18/25

18 Jul 2025

Contributed by Lukas

Impact of Nvidia’s return to China Description: Shares of chip giant Nvidia up this week after the company announced it expects the U.S. government...

How European tariffs could backfire on U.S. chipmaking plans 7/16/25

16 Jul 2025

Contributed by Lukas

Shares of ASML took a dive today after warning it may not see growth next year due to tariff uncertainty. The Dutch chip equipment-maker is a chokepoi...

Nvidia's walled garden, plus Jensen Huang the diplomat 7/15/25

15 Jul 2025

Contributed by Lukas

Nvidia scored a potential win today, after announcing that it expected to be able to sell its AI chips in China again after the Trump administration s...