TechCheck

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 dig into what went wrong, and what it means for the broader robotaxi rollout. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 threat to Nvidia’s moat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Data centers are now under growing pressure not just in the markets, but also on Capitol Hill. Three democratic U.S. Senators – Elizabeth Warren, Richard Blumenthal and Chris Van Hollen – sent letters to seven tech companies including Meta, Google and Amazon asking what they’re doing to pay their fair share of rising electricity costs from data centers.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 means for the 2026 IPO landscape. Plus, a look at the latest reporting on Nvidia's China headwinds as the country looks to boost domestic AI chips. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia chips are at the heart of the battle for AI ecosystem dominance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.