The Tech Download

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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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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