Emily Chang gets a breakdown of Netflix's partnership with Microsoft, as both companies delve into the advertising space. Plus, IBM CEO Arvind Krishna explains the importance of Congress' CHIPS Act; and Unity Software CEO John Riccitiello justifies his company's $4.4 billion acquisition of mobile ad giant ironSource.

AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
43:52

Nvidia Nears $14B Hugging Face Deal
42:50

Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO
44:07