The Tech Download

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.

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.

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.

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.

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.