TechCheck

Kate Rooney, CNBC tech and markets reporter, breaks down Anthropic’s limited Mythos rollout and why access is restricted to select partners. She highlights Mythos’ surprising ability to find severe system vulnerabilities and the cybersecurity firms getting market attention. The segment also covers Anthropic’s outreach to U.S. officials amid legal tensions.

Mackenzie Sigalos, a CNBC tech reporter who covers big tech, chips, and AI, breaks down Google’s TPU strategy and its cloud availability. She discusses TPU cost vs performance, how Google might capture market share, and the vertical integration with Gemini and cloud services. She also talks about pricing dynamics compared with NVIDIA and what that means for valuation.

Kate Rooney, CNBC tech and markets reporter, breaks down Sam Altman’s AI policy memo and OpenAI IPO rumors. She covers proposals like a public wealth fund and taxing automation. Short takes on four-day workweek talk, internal company tensions, compute as a competitive edge, and local pushback to data centers.

Deirdre Bosa, CNBC tech reporter who covers major tech companies and IPOs, breaks down SpaceX’s confidential IPO filing. She outlines Musk’s push for heavy retail allocation and how that could affect valuation. She discusses the possible precedent this sets for AI companies like OpenAI and Anthropic. She also explores risks of folding XAI and social platforms into SpaceX and what that mix could mean for investors.

CNBC’s Deirdre Bosa delivers news regarding Apple blocking AI vibe-coding apps, including Replit, from updating in the App Store over safety concerns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Google’s Gemini to close the gap. But some of the people who helped build Apple, including co-founder Steve Wozniak, former CEO John Sculley and Siri’s co-founders, suggest the company may be playing a longer game. Apple has long excelled as a late mover. On Apple’s 50th anniversary, CNBC’s MacKenzie Sigalos explores why AI could define its next era. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kristina Partsinevelos, CNBC reporter who covers Nvidia and AI infrastructure, breaks down Nvidia’s $2B stake in Marvell and its string of multi-billion bets. She outlines Jensen Huang’s ecosystem strategy and why Nvidia is tying suppliers into its AI build. Short takes also cover market moves, broadened AI demand beyond hyperscalers, and potential margin pressure on legacy software.

MacKenzie Sigalos, CNBC reporter tracking Big Tech AI spending and data-center deals. She breaks down huge data center financing by Microsoft, Alphabet and Meta. Short takes on Alphabet lending to Anthropic, Meta funding power for Hyperion, and how gas prices and rising CapEx worry investors.

CNBC’s MacKenzie Sigalos reports the latest news surrounding Anthropic’s legal fight against the Pentagon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Deirdre Bosa, a technology reporter covering Silicon Valley and business, discusses U.S. AI infighting and the rising appeal of Chinese models. She highlights conflicts between labs and the Pentagon. She describes investor skepticism about AI bets. She explains user migration to Chinese models after outages and contrasts U.S. fragmentation with China’s coordinated AI approach.