The Tech Download

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.
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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.
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CNBC’s Arjun Kharpal speaks to Amazon devices chief Panos Panay about the future of AI hardware, from Alexa Plus and smart home devices to wearables, driverless cars and satellites. Panay discusses how AI assistants could become more personal and ambient, why the next device race may not be won by a single gadget, and how Amazon is thinking about the future beyond screens and apps.
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Qualcomm CEO Cristiano Amon says artificial intelligence is set to change the way people use smartphones, even if the devices themselves are not going away.
Speaking to CNBC’s Arjun Kharpal on “The Tech Download,” Amon said phones will increasingly be operated by AI agents that can carry out tasks on behalf of users, from managing apps to interacting with services across the internet. He described agents as a major shift for the mobile industry, comparing their emergence to the rise of apps in the smartphone era.
Amon also said new categories of personal AI devices are beginning to take shape, including smart glasses, pins, pendants and other wearables. He said glasses are a natural fit for AI because they sit close to a user’s eyes, ears and mouth, allowing models to process what people see and hear in real time.
The Qualcomm chief also discussed what the shift means for the semiconductor industry, including the need for more powerful and efficient chips in phones, PCs, glasses, cars and other connected devices. He said AI is forcing a rethink of chip architecture as devices increasingly rely on a mix of CPUs, GPUs and neural processing units to run models across both the device and the cloud.
Amon also pointed to memory shortages and wider supply-chain constraints as key challenges for the industry, while arguing that the rise of AI devices could bring new players into consumer electronics.
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Mistral CEO Arthur Mensch joins CNBC’s Arjun Kharpal to discuss AI infrastructure, the race for computing power, and why access to AI “tokens” is becoming a strategic priority. He also shares his views on AI sovereignty, enterprise adoption, custom chips and the future of AGI.
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