President Trump’s threat to slap iPhones with a 25% tariff is just his latest attempt to reshape the global supply chain. We look at how his push for American manufacturing could derail big tech’s move into physical AI.

OpenAI’s deal with iphone designer Jony Ive came right in the middle of Google I/O and sent a signal the AI company is aiming to challenge the big tech ecosystem. Plus, we look what DOJ’s reported probe of Google’s Character.AI deal means for the AI talent battlefield.

Alphabet kicks off its adeveloper event Google I/O today – we look at the tech giant’s delicate balancing act between prioritizing AI while maintaining its core search business

Apple and Alibaba shares under pressure after New York Times reporting that their deal to bring AI to Chinese iPhones is facing U.S. government scrutiny. We look at how as Apple feels the squeeze of Trump’s trade policies, defense tech is winning big.

The Wall Street Journal reporting Meta has again delayed the launch of flagship AI model, named “Behemoth.” We look at how the news highlights Meta’s massive AI spend and the increasing focus on leaner models.

President Trump attacking Tim Cook over Apple’s plans to produce more iPhones in India. We look at how Trump’s tariffs are shifting supply chains.

Databricks CEO talks with Deirdre Bosa about the company’s $1B deal to acquire cloud-based database software vendor Neon, and the rapidly evolving AI landscape. Plus, we walk through what to watch in AI Infrastructure Coreweave’s first quarterly report since its March IPO.

President Trump escalating chip diplomacy in his trip to the Gulf states. We look at how Gulf ambitions to become an AI and their longstanding ties to Chinese tech.