TechCheck

Tech giants and AI startups have all been working to get their hands on Nvidia’s upcoming Blackwell chips – but it’s the Japanese tech conglomerate Softbank that is set to receive them first. For Nvidia CEO Jensen Huang, it’s a way for Nvidia to diversify away from its large U.S. customers to new opportunities in Japan. 

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Box CEO Aaron Levie joins CNBC’s Deirdre Bosa to discuss why software stocks have been performing so well, how a new Trump term will impact tech regulations, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Traffic to ChatGPT is booming, now ranked the 8th most-visited website worldwide, according to Similarweb. But its incredible rise comes right as concerns in Silicon Valley grow over whether the advancement of AI models is slowing down due to the data wall. 

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The next phase of AI development involves inference, the stage in which the models that have been trained are applied and generate responses. There, specialized chips developed Amazon and Google are designed to be more cost-effective and efficient than GPUs – and could be an opening for big tech firms to break into Nvidia’s stronghold. 

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The incoming Trump administration and Elon Musk’s role in it could be a new catalyst in the equation of how robotaxis will impact ridesharing. Lyft and Uber over the last few months have been on a dealmaking frenzy, most of them centered around autonomous driving. But now that Elon Musk’s influence is growing, that push could become more urgent – and tie-ups could go from partnerships to all-out consolidation. 

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The impact of a second Trump administration on the AI trade: less regulation, potentially more volatility, and the China threat could all mean faster, unfettered development of the industry -- plus how Elon Musk's influence on AI policy could boost xAI against startup rivals.

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The focus for big tech this earnings season has been finding ways to monetize AI – and one use that’s emerged is the military. Shares of Palantir surged after the company cited a boom in demand for its AI software from the U.S. government. And it’s not alone as other AI giants including Meta and OpenAI also look to expand their work with defense agencies. 

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As users search for election and voting information in new ways, generative AI startups may have the solution -- proving nimbler with less to lose than big tech firms. The startup Perplexity just unveiled a new dedicated election hub, promising answers to questions ranging from polling locations to election results, while for big tech names like Meta and Google, the lessons from 2016 may still be fresh. 

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AI is the next catalyst for growth for the hyperscalers Amazon, Microsoft and Google – but whether it can offset spending is still unsettled. Alphabet’s quarter shows GCP is gaining on the other two, growing at a blowout 35% and changing the cloud landscape. 

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The market still hasn’t seen any examples of huge success in AI monetization for consumer-facing products, but Apple is differentiated in that its AI is free with a new Iphone or recent product. We dive into whether or not that will work out. Plus, OpenAI is rolling out a search function for ChatGPT, able to provide realtime access to things like sports, weather, and stock data, in a major challenge to Google and startup Perplexity. 

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