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The Tech Download: Daily Summaries Delivered
by CNBC
CNBC’s “The Tech Download,” hosted by Senior Technology Correspondent Arjun Kharpal, cuts through the noise to unpack the technology stories that matter most, exploring what they mean for your portfolio, your business and the global economy. With access to industry leaders and years of experience covering technology around the world, the series delivers sharp analysis and compelling narratives on the trends, risks and innovations shaping the future of tech.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago29 min
When AI becomes the shopper, who gets the ads?
AI is changing advertising — from how brands understand audiences and create campaigns to how they reach customers online. WPP Chief AI Officer Daniel Hulme joins CNBC’s Arjun Kharpal to explain why the next shift could come as AI agents start making recommendations and purchases on people’s behalf. If AI becomes the intermediary between a brand and a consumer, who is the real customer — the person or their personal AI? Hulme also discusses AI-generated creative work, synthetic audiences, the future of advertising in chatbots and why he believes the industry should focus less on “AI ethics” and more on testing, safety and responsibility. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- 3 weeks ago53 min
Why AI could change mobile networks forever
Nokia CEO Justin Hotard joins CNBC’s Arjun Kharpal to explain why the company sees itself at the centre of the AI infrastructure buildout: providing the optical and IP networking technology linking AI data centres, as well as the mobile-network equipment that could support the next generation of robotics, autonomous vehicles and other physical AI. Hotard argues demand for AI infrastructure remains in its early stages, with customers constrained by power, silicon and supply rather than a lack of appetite to build. He also lays out his view of 6G: less a conventional upgrade in mobile speeds, and more a shift toward intelligent networks that can sense, plan and act. The conversation also covers Europe’s AI challenge, the debate over data-centre expansion and Nokia’s ambitions in space communications and orbital data centres. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Sep 24, 202641 min
AI, agents and quantum: The biggest cyber threats ahead
Palo Alto Networks CEO Nikesh Arora joins Arjun Kharpal to discuss how AI is reshaping cybersecurity. They explore the risks posed by autonomous AI agents, increasingly convincing scams and AI-powered attacks, as well as the debate over slowing advanced AI development. Arora also explains why quantum computers could threaten today’s encryption — and why hackers may already be collecting data to decrypt later. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Sep 10, 202646 min
The U.S. leads AI. Why other countries want a backup plan
Cohere co-founder and CEO Aidan Gomez speaks to Arjun Kharpal about the growing battle over who controls the world’s AI. Gomez explains why companies and governments are increasingly worried about where their data goes, who controls the infrastructure behind AI systems and whether access could one day be cut off. He also discusses China’s rapid progress in AI, the soaring cost of frontier models and why the technology is creating new cybersecurity risks as it becomes more autonomous.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Aug 24, 202636 min
How BlackBerry found a second life inside cars and robots
BlackBerry may be best known for its QWERTY-keyboard smartphones, but the company today is building its next chapter around software for cars, robots and secure communications. BlackBerry CEO John Giamatteo joins CNBC’s Arjun Kharpal to explain how the company has reinvented itself around QNX, BlackBerry’s operating system used in software-defined vehicles. He discusses why BlackBerry sees physical AI as a major growth opportunity, from autonomous vehicles and warehouse robots to surgical systems and industrial automation. As more machines become connected, Giamatteo argues that safety-certified software will become increasingly important. The conversation also covers how AI is changing the cybersecurity threat landscape, why Giamatteo sees governments’ use of consumer messaging apps as a security risk, and how BlackBerry is adapting its encryption technology as threats from AI and quantum computing evolve. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Aug 10, 202640 min
Europe has startups. Why not more tech giants?
Europe has no shortage of technology ideas or startups. Its challenge is turning them into global companies — and keeping more of its most successful businesses in Europe. Arm co-founder Hermann Hauser, who also co-founded Amadeus Capital, joins CNBC’s Arjun Kharpal to explain why Europe struggles to scale its technology companies. He discusses the need for growth capital and experienced management to help European companies scale, as well as access to critical technologies if Europe is to avoid becoming what he calls a U.S. “technology colony.” The conversation also covers AI and quantum computing. Hauser explains why some AI valuations have moved ahead of the fundamentals, where AI’s long-term value could be created and why quantum’s encryption-breaking “Q Day” could arrive as early as 2029. Hauser also examines new chip architectures designed to reduce AI’s energy demands and recounts Arm’s early history and its relationship with Apple. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Jul 28, 202639 min
How AI is changing modern warfare: Anduril CEO Brian Schimpf
Anduril has become one of the fastest-growing defense technology companies. CEO Brian Schimpf joins CNBC’s Arjun Kharpal to discuss how AI is transforming modern warfare, why autonomous weapons still require human oversight, and how Anduril is scaling defense manufacturing. They also examine U.S.-China competition, supply chains, and the future of defense technology.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Jul 14, 202644 min
AI agents face the ROI test: Sierra co-founder Clay Bavor
AI agents are designed to do more than answer questions. They are meant to complete tasks. Sierra co-founder Clay Bavor joins CNBC’s Arjun Kharpal to discuss how AI agents are moving from demos into real business workflows, especially in customer service, sales and support. Bavor explains how Sierra builds and tests customer-facing AI agents before they go live, why companies want clearer ways to measure AI’s return on investment and how outcome-based pricing could challenge the way software companies get paid. The conversation also covers coding agents, rising AI token costs and why the hardest part of enterprise AI may be the “last mile” of deployment. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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About The Tech Download
CNBC’s “The Tech Download,” hosted by Senior Technology Correspondent Arjun Kharpal, cuts through the noise to unpack the technology stories that matter most, exploring what they mean for your portfolio, your business and the global economy. With access to industry leaders and years of experience covering technology around the world, the series delivers sharp analysis and compelling narratives on the trends, risks and innovations shaping the future of tech.
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