Plus: Foxconn to convert EV plant to make AI hardware. Joby Aviation will acquire Blade Air Mobility unit for up to $125 million. Ariana Aspuru hosts.

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Plus: Apple said it would substantially increase capital expenditures. Palantir was awarded a $10 billion dollar, 10-year federal contract. Ariana Aspuru hosts.

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Plus: A top Intel chip-packaging expert takes a job at Samsung. Sources say Axiata will start the sale process for the world’s sixth-largest tower company. Ariana Aspuru hosts.

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Chip startups are battling to sell cloud-computing providers the custom-built inference chips of the future. But the question is, can they actually make a dent in AI’s projected energy demand? WSJ columnist and co-host of the Bold Names podcast, Christopher Mims joins us to explain. Plus, Hollywood is losing ground to YouTube as the tech giant wins the battle for TV viewers. Belle Lin hosts.

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Further Reading

How YouTube Won the Battle for TV Viewers 

The New Chips Designed to Solve AI’s Energy Problem 

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Plus: Apple’s iPhone sales blew past estimates as some customers raced to beat potential price increases from tariffs. Amazon posts higher sales and profit in its latest earnings report. And, some tech giants are revising their AI claims after scrutiny from a regulatory group. Ariana Aspuru hosts. 

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Plus: Southeast Asian ride hailing and delivery giant, Grab, is leaning into driverless technologies. Samsung expects AI-fueled earnings improvement after profit drops.. Ariana Aspuru hosts. 

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Plus: Autonomous trucks are now driving highways at night. Tech giants Meta and Microsoft report earnings. Ariana Aspuru hosts.  

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Plus: AI finance app, Ramp, is valued at $22.5 billion in funding round. Ariana Aspuru hosts. 

Correction: Iconiq led Ramp’s Series E-2 round. A previous version of this episode incorrectly said it was Iconiq Growth, an earlier name for Iconiq’s venture and growth arm. (Corrected July 31.)

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Plus: Palo Alto Networks is in talks to acquire Israeli cybersecurity provider, CyberArk Software. JPMorgan Chase nears a deal to take over Apple’s credit-card program. Ariana Aspuru hosts.

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Plus: Spotify gains subscribers, but reports a loss for the second quarter. And, EssilorLuxottica’s stock value increased after executives were upbeat about its Meta smart-glasses partnership. Ariana Aspuru hosts. 

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