The Tech Download

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.
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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.
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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.
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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.
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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.
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