Technology
Nvidia overcomes tariff-driven turbulence to deliver Q1 results that eclipsed projections
SAN FRANCISCO — Artificial intelligence technology bellwether Nvidia overcame a wave of tariff-driven turbulence to deliver another quarter of robust growth amid feverish demand for its high-powered chips that are making computers seem more human. The results announced Wednesday for the February-April period came against the backdrop of President Donald Trump’s on-again, off-again trade war […]

SAN FRANCISCO — Artificial intelligence technology bellwether Nvidia overcame a wave of tariff-driven turbulence to deliver another quarter of robust growth amid feverish demand for its high-powered chips that are making computers seem more human.
The results announced Wednesday for the February-April period came against the backdrop of President Donald Trump’s on-again, off-again trade war that has whipsawed Nvidia and other Big Tech companies riding AI mania to propel their revenue and stock prices upward.
But Trump’s tariffs — many of which have been reduced or temporarily suspended – hammered the market values of Nvidia and other tech powerhouses heading into the springtime earnings season as investors fretted about the trade turmoil dimming the industry’s prospects.
Those worries have eased during the past six weeks as most Big Tech companies lived up to or exceeded the analyst projections that steer investors, capped by Nvidia’s report for its fiscal first quarter.
Nvidia earned $18.8 billion, or 76 cents per share, for the period, a 26% increase from the same time last year. Revenue surged 69% from a year ago to $44.1 billion. If not for a $4.5 billion charge that Nvidia absorbed to account for the U.S. government’s restrictions on its chip sales to China, Nvidia would have made 96 cents per share, far above the 73 cents per share envisioned by analysts.
In another positive sign, Nvidia predicted its revenue for the May-July period would be about $45 billion, roughly the level that investors had been anticipating. The forecast includes an estimated $8 billion loss in sales to China due to the export controls during its fiscal second quarter, after the restrictions cost it about $2.5 billion in revenue during the first quarter.
In a conference call with analysts, Nvidia CEO Jensen Huang lamented that the U.S. government had effectively blocked off AI chip sales to China — a market that he estimated at $50 billion. Huang warned the export controls have spurred China to build more of its own chips in a shift that he predicted the U.S. will eventually regret.
”The U.S. based its policy on the assumption that China cannot make AI chips. That assumption was always questionable, and now it’s clearly wrong,” Huang said.
Technology
Explainer: How MLS is leveraging technology to enhance its product
Viewers of the 2025 MLS All-Star soccer showcase will have noticed a lot of things. The star-studded rosters of the MLS (US and Canada) and Liga MX (Mexican) sides, the variety of concepts at play in the skills challenge, the presence of social media influencers such as streamer IShowSpeed across the weekend, and more. One element […]

Viewers of the 2025 MLS All-Star soccer showcase will have noticed a lot of things. The star-studded rosters of the MLS (US and Canada) and Liga MX (Mexican) sides, the variety of concepts at play in the skills challenge, the presence of social media influencers such as streamer IShowSpeed across the weekend, and more.
One element of the event that may have gone unnoticed to the untrained eye, however, was the myriad of technical advancements that the league tested out as part of the ‘Future of the Game Showcase’ project.
These advancements spanned a variety of fields, from broadcast enhancements and ticketing affordances to AI-powered wearable data trackers and accessibility technology for disabled attendees.
Although it is most prominent during the All-Star event, the groundwork for the Future of the Game Showcase was being laid almost a year in advance, when MLS put together the latest cohort of businesses that are now taking part in its Innovation Lab project.
Established two years ago, the Innovation Lab is a program where emerging sports- and broadcast-centric technology startups can collaborate with the league to develop their solutions.
Running seasonally, the Innovation Lab program begins in the latter half of the year and runs through the next year’s MLS All-Star showcase, which this year took place across July 22 and 23 in Houston, Texas.
In the competitive sports media landscape, where a massive number of properties are competing for a limited amount of attention from viewers, could the use of emerging technologies prove the crucial differentiator in attracting audiences?
If so, then perhaps the league’s controversial Apple TV deal could serve as the vehicle for such innovation.
When speaking on the GlobalData Sport podcast earlier in 2025, Wasserman global soccer chief Rich Motzkin called the league “innovative”, adding that, as a first mover on the digital broadcast front, courtesy of the league’s Apple TV broadcast partnership.
This is a sentiment echoed by MLS senior vice president of emerging ventures Chris Schlosser, who spoke to Sportcal ahead of the MLS All-Star showcase.
Schlosser began: “Fundamentally, we have a core belief that technology is an unlock that will continue to drive the future of the league, and we think MLS is at the very forefront globally for our use of technology.”
“On the venture side, [we] think about technology in three areas. One, how do we make better players on the field? Two, how do we build better and more interesting fan engagement? And three, [how do we improve] our global media partnership with Apple.”
This multi-pronged approach is best illustrated by the eight-strong list of Future of the Game Showcase participants. This list is made up of: Audio infrastructure firm EDGE Sound Research, ticketing facial authentication solution Wicket, automated data tracking business Sportec Solutions, AI wearable technology providers Soccerment, Lubu Technologies, and Oliver Sports, AI-powered audio dubbing and translation service Camb.AI, and disability-assistance hardware provider OneCourt.
“We get to help develop these technologies over a period of time,” Schlosser continued, “because often there are really brilliant founders with really interesting technologies, but they’re not yet ready for prime time, or they don’t yet fit for purpose for a first division soccer league. And so we can really roll up our sleeves and work with them to create interesting new products.”
Moving into a wider talk about the Innovation Lab and MLS, Schlosser spoke about a variety of topics surrounding the league’s technological focus.
How does technology help MLS bridge the gap and convert surface-level fan engagement into revenue-driving opportunities?
Schlosser: “The reason we do this is because we believe that technology really can have an impact, and by leaning in and working with young companies, we get to help shape what the future of sport looks like. We get to help develop these technologies over a period of time.
“A perfect example of that, is Camb.AI. Camb.AI was a member of our first Innovation Lab program, and we helped work with them and gave them hundreds of hours of footage so they could train their AI translation models so that if you or I were speaking in English, and we ran it through the Camb.AI program, it would sound like you or I, but now we could be speaking [one of over] 100 different languages in real time.
“And the vision there is long-term. Apple is available in [over 100] countries around the world and we’re not going to have broadcast teams in 108 different language, so if we could offer the fans the choice, and I think it would be a [language] choice at some point, that’s a really interesting use case, and one that both us and Apple are have been working to explore.
“And at the Future of the Game Showcase, we’ll be having commentary in multiple languages for the visitors to the Showcase through the Camb.Ai program.”
Does the league’s digital-first distribution deal via Apple aid your ability to institute these new technologies?
“It is certainly really helpful that we have a centralized production enterprise. And so if I want to implement a new technology, I have to call one guy who’s our head of tech for production, and then we can work together to figure out where the right place to test something is. And oftentimes we test at a youth level or a (developmental tier) MLS Next Pro before we implement at [top level], because there’s lower stakes if we’re in one of those broadcasts.
“But it’s very, very helpful to have that centralized production enterprise. And look, Apple are very innovative and are always gung-ho to think about not just where we are today, but what’s coming. So that’s always helpful as well.”
Conversely, with the swathe of cord-cutting from cable TV packages across the US, will new technology that brings personalization to broadcasts help attract and maintain MLS Season Pass customers?
“I think the first thing that drives unbelievable subscriber growth over the last couple of years for us is that the league just getting more and more exciting. The games are incredible. The crowds are amazing. And the more we continue to invest in unbelievable players on the field [and] beautiful stadiums, that’s going to drive the top line interest.
“I think personalization, once you’re in, is going to make that experience better. So you want to watch longer, you want to watch more. You want to watch a game that perhaps you wouldn’t have otherwise watched. Maybe you stick around longer, you don’t churn in a subscription fashion the way you might otherwise. I think that’s where you’re going to see that real benefit, versus just top-line growth.”
“And [we’re on] a digital platform, so you can create those really unique experiences that just wouldn’t be possible if you had games on seven different broadcasters with different tech stacks and different systems.
“Pictures are better, the graphics are better, but fundamentally, it’s the same [broadcast] experience that you’ve had for the last two decades. And I think over these next three to five years, because we’re on a streaming platform, because it’s all digital, we’re going to be able to create more and more interactivity in and around that, whether it’s multi-game views, stats overlays, or betting integration. And then AI is going to layer on top of that to bring personalization, so that you are getting an experience, because it knows who your favorite players are, or what other teams you’re interested in, or where you have money on bets, and it can provide you updates tailored to exactly to your interests.
“That’s where I think we’re headed, and that’s, that’s where I think Apple will have an unbelievable advantage, because every match is there on one platform.”
How does the All-Star Showcase serve as a platform for these technological developments?
“Oh, it’s an incredible moment in time. It’s great because we know where it’s going to be months ahead of time, so we can build out tech and do all the things that we need to do to get the stadium ready.
“And then it’s amazing because the entire soccer community is in one place, and so over the two nights of the showcase, everyone can come through and get a firsthand look at what’s happening, where the world is going. And that saves us having to do trips all over the place to showcase what’s possible.”
What sort of role is AI playing in the future of sports technology through the lens of MLS?
“What I would say broadly is we are starting to now see real use cases for AI in our business. And not just the ‘Hey, can I ask chat GPT a question and get an answer’ style.
“Whether that’s in the creation of highlights with a company like WSC Sports, whether that’s in the work we’re doing with Edge Sound to see if we can process AI sound differently and create a better sound mix, whether that’s in Camb.AI on the language that we talked about, whether that’s in Soccerment, which is a young Italian company that’s auto creating AI generated video using nothing but stats as the input, we’re starting to see real use cases, and that’s what’s so fascinating to us.
“Now, [the total uptake] won’t happen tomorrow. There’s a lot of engineering that has to go into that, but that’s certainly the goal and the vision and where we’re headed.”
In many territories, fans are engaging more and more with stats as a means of discussion. Have you found that your target demos are demanding this and are the likes of Soccerment a means of giving it to them?
“What I’d say, at least stereotypically, is that the US sports consumer has probably been more stats-driven than a global sports consumer for a long time, just given the heritage of baseball, basketball, [American] football in the States – these have been more stats heavy for a long time.
“We have been early pioneers and have been really investing in stats, whether it was deals we had going back decades with Opta, whether it’s the investments we’ve made with sport tech now on next generation optical tracking and AI generated advanced statistics, we continue to really invest into that space, because we think it makes a better broadcast. If we can help fans understand in new ways what’s happening on the field of play, that’s really interesting to us. The goal is to make the game come alive and give our broadcasters more tools to explain just what’s happening on the field, and help our fans understand that in more depth.
“Overall, we have the youngest fans in American pro sports. And so we just have a very digitally native population of fans. And one of the things that they do when they’re on digital channels is dive into the stats. So that’s an area we’ll continue to make investments in, giving them access to those things.”
There is also a number of wearable technology firms represented in this year’s Innovation Lab crop. Is that a growing trend?
“Our interest is in two levels there, one at the senior team, whether it’s heart rate monitors and GPS trackers and 4k optical cameras tracking the movement of every player, and two, it gives our coaching staff a way to more objectively evaluate player performance and development in this massive population of really hig- quality young players.
“Our challenge is, if you think about MLS Next Pro, how do we use technology to create data from those fields of play where you don’t have 4k cameras, you don’t have crazy systems all over the place, and that’s where, whether it’s Oliver Sports or Soccerment these, these wearables are really interesting because it gives us a lightweight way to create data from the youth fields of America to help players understand their own progression and benchmark where they are versus where the pros are.
“And so that’s what that’s our thesis. How do we find new ways of helping the youth population develop and develop faster. And I think you’ll, you’ll continue to see lots of investments in that youth space for us in and around video tools, highlight tools, data creation all in the aim of development.”
Where do you draw inspiration from in terms of advancing technological innovation?
“Where I say we get a lot of inspiration, frankly, is less from other sports leagues and more from the world of Video games, where young people spend so much time. And often, a lot of those video game experiences are quite heavy with information and metrics, and data flying around. And so that’s an interesting thing for us as we think about what a broadcast may look like in the future. We think there are more ways you can deliver data and information to fans.
Technology
Trump’s AI plan calls for massive data centers — here’s how it may affect energy in US | News, Sports, Jobs
President Donald Trump’s plan to boost artificial intelligence and build data centers across the U.S. could speed up a building boom that was already expected to strain the nation’s ability to power it. The White House released the “AI Action Plan” Wednesday, vowing to expedite permitting for construction of energy-intensive data centers as it looks […]

President Donald Trump’s plan to boost artificial intelligence and build data centers across the U.S. could speed up a building boom that was already expected to strain the nation’s ability to power it.
The White House released the “AI Action Plan” Wednesday, vowing to expedite permitting for construction of energy-intensive data centers as it looks to make the country a leader in a business that tech companies and others are pouring billions of dollars into.
The plan says to combat “radical climate dogma,” a number of restrictions — including clean air and water laws — could be lifted, aligning with Trump’s “American energy dominance” agenda and his efforts to undercut clean energy.
Here’s what you need to know.
What AI means for the environment
Massive amounts of electricity are needed to support the complex servers, equipment and more for AI. Electricity demand from data centers worldwide is set to more than double by 2030, to slightly more than the entire electricity consumption of Japan today, the International Energy Agency said earlier this year.
In many cases, that electricity may come from burning coal or natural gas. These fossil fuels emit planet-warming greenhouse gas emissions, including carbon dioxide and methane. This in turn is tied to extreme weather events that are becoming more severe, frequent and costly.
The data centers used to fuel AI also need a tremendous amount of water to keep cool. That means they can strain water sources in areas that may have little to spare.
What Big Tech is saying and doing about finding all that power
Typically, tech giants, up-and-comers and other developers try to keep an existing power plant online to meet demand, experts say, and most existing power plants in the U.S. are still producing electricity using fossil fuels — most often natural gas.
In certain areas of the U.S., a combination of renewables and energy storage in the form of batteries are coming online.
But tapping into nuclear power is especially of interest as a way to reduce data center-induced emissions while still meeting demand and staying competitive.
Amazon said last month it would spend $20 billion on data center sites in Pennsylvania, including one alongside a nuclear power plant. The investment allows Amazon to plug right into the plant, a scrutinized but faster approach for the company’s development timeline.
Meta recently signed a deal to secure nuclear power to meet its computing needs. Microsoft plans to buy energy from the Three Mile Island nuclear power plant, and Google previously signed a contract to purchase it from multiple small modular reactors in the works.
What’s at stake in the kind of energy that powers data centers
Data centers are often built where electricity is cheapest, and often, that’s not from renewables. And sometimes data centers are cited as a reason to extend the lives of traditional, fossil-fuel-burning power plants.
But just this week, United Nations Secretary-General António Guterres called on the world’s largest tech players to fuel their data center needs entirely with renewables by 2030. It’s necessary to use fewer fossil fuels, he said.
Experts say it’s possible for developers, investors and the tech industry to decarbonize.
However, though industry can do a lot with clean energy, the emerging demands are so big that it can’t be clean energy alone, said University of Pennsylvania engineering professor Benjamin Lee.
More generative AI, ChatGPT and massive data centers means “relying on wind and solar alone with batteries becomes really, really expensive,” Lee added, hence the attention on natural gas, but also nuclear.
What does AI growth mean for electricity bills?
Regardless of what powers AI, the simple law of supply and demand makes it all but certain that costs for consumers will rise.
New data center projects might require both new energy generation and existing generation. Developers might also invest in batteries or other infrastructure like transmission lines.
All of this costs money, and it needs to be paid for from somewhere.
“In a lot of places in the U.S., they are seeing that rates are going up because utilities are making these moves to try to plan,” said Amanda Smith, a senior scientist at research organization Project Drawdown.
“They’re planning transmission infrastructure, new power plants for the growth and the load that’s projected, which is what we want them to do,” she added. “But we as ratepayers will wind up seeing rates go up to cover that.”
Technology
NBC’s reported sports network, IBM, Honeywell: Trending Tickers
00:00 Speaker A Now time for some of today’s trending tickers. We are watching Comcast, IBM and Honeywell. First up, shares of Comcast moving on reports that NBC Universal is exploring the launch of a sports cable network to rival Disney’s ESPN as early as this fall, according to the Wall Street Journal. Um, the […]

00:00 Speaker A
Now time for some of today’s trending tickers. We are watching Comcast, IBM and Honeywell. First up, shares of Comcast moving on reports that NBC Universal is exploring the launch of a sports cable network to rival Disney’s ESPN as early as this fall, according to the Wall Street Journal. Um, the planned network would feature content also available on NBCU’s streaming service Peacock, including NBA games, Sunday Night Football, the WNBA and more. Separately, the New York Post reporting Amazon founder Jeff Bezos considering a purchase of NBCU’s CNBC. Uh, Ali Kanal is back with us here. Um, and Ali, of course, you track the media industry closely, so it’s interesting to get these sort of various threads.
01:46 Ali Kanal
Yeah, and it was very interesting and surprising to me a little bit to see this report, considering that we have companies across the media sector, including NBC Universal, that are actually moving away from linear television. So NBC is going to be spinning off most of its cable properties by the end of the year. Warner Brothers Discovery is doing the same thing. They will be separating linear networks from studios and streaming. Those are the growth drivers of their business. At the same time though, we know what keeps butts in seats is sports, right? That’s really what consumers are tuning into on television. It’s appointment viewing. We know NBC as a whole, they’ve sync, they’ve committed a lot of money into various sports leagues, like the NBA, for example. And even a company like Netflix, which previously said it didn’t want to be involved in sports, they have been doubling down on that as well. So the sports side of the equation makes sense to me. The cable network situation, I just don’t understand how that adds to the value of this company, especially when we know linear network, uh, revenue has been consistently declining here. NBC Universal told me no comment to this report. They also told me no comment to the report that Jeff Bezos was considering a bid for CNBC. There have been other outlets out there that say he’s no longer weighing that option, but Julie, nothing really would surprise me here when it comes to the media industry. Things are moving so quickly, so fast, and a lot of these companies are having to pivot just in order to survive here.
04:12 Speaker A
Yeah, I think as members of media industry, nothing would surprise us either. Ali, let’s talk about IBM though. Software revenue, they are coming in below expectations during the most recent quarter, though headline sales and adjusted earnings per share topped analyst expectations. And on the earnings call, CEO, CEO Arvind Krishna mentioned that geopolitical tensions were causing clients to move cautiously, as he said. He also called out more constrained spending from the US federal government, though he noted the company doesn’t expect it to create long-term headwinds. A big tumble there for the shares. Although, we should mention on most metrics, IBM beat, and the shares have been out performers this year. In fact, the stock, um, well within the last month, uh, has been at record highs.
05:49 Ali Kanal
Yeah, and if you take a look on a year-to-date basis heading into this earnings print, we were up around 30%. So perhaps some of this good news already priced in, and we’ve seen that really across the board with a lot of these tech big tech companies, especially those with high valuations. You can just look at Netflix last week, which initiated a beat and raise on that report, and then we saw the stock decline. But like we’ve been talking about, IBM beat on revenue, margins, free cash flow, gen AI growth also accelerated. In fact, at this point, over 10% of revenue is now tied to gen AI. Wedbush analyst Dan Ives, who you were just speaking with on the program, he wrote that IBM’s business flywheel is starting to accelerate. He said that he would be a buyer in any knee-jerk weakness this morning. The firm did maintain its outperform rating and $325 price target on shares. But you did mention some of that disappointment on the software side. Software is the biggest piece of IBM’s business, so maybe that’s where investors are hinging their wagon to when it comes to the declines that we’re seeing right now in shares. But again, the stock has been an outperformer, especially over the past month.
07:36 Speaker A
Right, exactly. Um, and let’s also talk Honeywell. It’s lifting its full-year outlook for the second quarter row, as the company continues plans to separate its aerospace, automation and materials units. Honeywell’s now expecting organic sales to increase between 4 and 5% for the full year. Earlier this year, Honeywell said it expected $500 million in tariff-related exposure. The shares there, Ali, down about 5%, but for a lot of those big industrial companies, we’ve actually seen outperformance this year.
08:32 Ali Kanal
Right. And you know, we did see modest declines in operating and segment margins, some softness in industrial automation, maybe that’s contributing to some of the declines that we’re seeing today, but when we talk about the eventual separation here of this company into three separate publicly traded entities, that has been a long time coming. There’s a lot of talk on Wall Street that that’s going to unlock value. It’s going to be less confusing for investors. It’s going to increase the focus on executives. And you can look at this space in general and how we’ve seen that in the past. General Electric, for example, last year they split their company into three separate businesses: GE Vernova, GE Aerospace, GE Healthcare. We just saw GE Vernova report solid earnings, shares soared. So still a lot to come for Honeywell. I will say when we’re looking at the declines in shares today, we’re just up around 1% since the start of the year, so not necessarily an outperformer in this environment, but maybe down the line when these com the company separates, we could see a little bit more tail of a tailwind there.
10:08 Speaker A
Yeah. And I mean the XLI, um, which is the industrials group, is up 17%. So definitely a pretty big contrast there. Thanks, Ali. You can scan the QR code code below to track the best and worst performing stocks via Yahoo Finance’s trending tickers page.
Technology
‘2025 Go Healthy with Taiwan’ campaign launched in India
MUMBAI: Taiwan has taken a step in driving regional wellness innovation with the launch of the ‘2025 Go Healthy with Taiwan’ campaign in India. Spearheaded by the Taiwan International Trade Administration (TITA) under the Ministry of Economic Affairs, and executed by the Taiwan External Trade Development Council (TAITRA), this campaign encourages Indian public institutions, enterprises, […]

MUMBAI: Taiwan has taken a step in driving regional wellness innovation with the launch of the ‘2025 Go Healthy with Taiwan’ campaign in India. Spearheaded by the Taiwan International Trade Administration (TITA) under the Ministry of Economic Affairs, and executed by the Taiwan External Trade Development Council (TAITRA), this campaign encourages Indian public institutions, enterprises, and SMEs to propose pioneering ways to apply Taiwan’s health-focused technologies to local community needs.
The campaign is structured as an open call for proposals across three strategic sectors: Fitness & Sports Technology, Cycling, and Smart Healthcare. Participants will vie for three $30,000 cash prizes, awarded to the most impactful and innovative proposals. In addition, the top six teams will be invited to Taiwan for an exclusive “Go Healthy Tour”—a curated, immersive experience offering direct access to Taiwan’s health technology ecosystem. This tour will feature hands-on demonstrations, site visits, and networking opportunities with Taiwanese companies, enabling participants to explore collaboration, product integration, and market expansion opportunities firsthand.
This international call not only highlights the strength and innovation of Taiwan’s health industry, but also encourages collaboration with global partners—such as India—to develop smart and sustainable healthy lifestyles through Taiwan’s cutting-edge technologies and solutions,” said Joe Chou, executive VP TAITRA.
Sectoral Focus Areas:
1. Fitness & Sports Technology: From AI-enabled training systems to connected workout equipment, Taiwan’s smart fitness innovations are designed to boost personal and population-wide wellness outcomes.
2. Cycling: As a global manufacturing hub for high-performance bicycles and a leader in urban cycling infrastructure, Taiwan champions cycling as a sustainable, health-positive mode of transport.
3. Smart Healthcare: Taiwan’s Medtech sector offers advanced diagnostic platforms, telemedicine capabilities, and wearable technologies that are reshaping healthcare delivery and preventive care models.
Technology
Netflix & Amazon are Now French TV Channels — What?!
QUELLE SURPRISE Netflix’s deal with French commercial broadcaster TF1 and Amazon Prime Video’s pact with public broadcaster France Télévisions “came out of nowhere for me,” says Enders Analysis’ François Godard. (Getty Images: Lupengyu, Anna Maslennikova, SlayStorm) Share I cover int’l TV from London. I wrote about how sports doc producers navigate a “brutal” landscape, why […]


I cover int’l TV from London. I wrote about how sports doc producers navigate a “brutal” landscape, why Amazon is fumbling its U.K. business and the British company behind Netflix’s Adolescence. I’m at manori@theankler.com

“Partnerships” and “collaborations” for survival have been proposed and chewed over more times than I can count in the last 24 months, but a hefty streamer-broadcaster cross-carriage deal out of Europe wasn’t on anyone’s bingo card back in January — let alone three such pacts in the span of one month.
First came the mega deal: Netflix and French commercial broadcaster TF1’s shock distribution partnership in June — which in summer 2026 will see TF1’s live channels (and on-demand content from streamer TF1+) freely available to Netflix members in France as part of their subscription. Unveiled by Netflix co-CEO Greg Peters and TF1 CEO Rodolphe Belmer at Cannes Lions, the tie-up has launched myriad LinkedIn missives about Netflix’s potential future as a linear aggregator.
That the deal happened in France’s tightly regulated market was eyebrow-raising. That, a fortnight later, we saw another pact out of France — public broadcaster France Télévisions partnering with Amazon Prime Video to share its live channels and 20,000-title catalogue with the global streamer (effective immediately!) — was game-changing.
Still, all is not hunky dory within the French production sector, where stakeholders sound baffled by what these deals mean for windowing and future deal-making with the streamers. More on that spicy discord below.
The partnership contagion then headed north to England, where Disney and British commercial broadcaster ITV struck a landmark agreement to share a selection of each other’s original titles on Disney+ and streamer ITVX. The deal went live July 16 and sees promotional units on each service featuring 12 shows. On ITVX, you can watch the first seasons of Andor, Tracker, Atlanta and — yes — even Desperate Housewives, while Disney+’s “A Taste of ITVX” features first seasons of Love Island All Stars, Mr Bates vs the Post Office and Grantchester.

There are nuances that make each of the three deals unique.
Today’s column — my last before I take a few months’ maternity leave! — I take you inside the streaming plot twist shaking up Europe, including:
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Netflix’s real game in Europe: Is the deal about churn, ads, or goodwill with local audiences?
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My interview with Enders Analysis’ François Godard about what to read between the lines
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The next markets to fall: Germany and Spain and the role of HBO Max
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What sports rights have to do with it
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Why advertisers could be the biggest winners
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How Disney+ and Prime Video’s “softer” deals reveal different strategy
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Why broadcasters would rather cozy up to Netflix over YouTube
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What this means for producers, compensation and financing
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How these deals might help streamers dodge Europe’s content quotas
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Technology
Trump’s new AI plan leans heavily on Silicon Valley industry ideas | News, Sports, Jobs
White House AI and crypto czar David Sacks speaks as President Donald Trump listens at an event for the signing of the GENIUS Act, a bill that regulates stablecoins, a type of cryptocurrency, in the East Room of the White House, Friday, in Washington. (AP Photo/Alex Brandon) President Donald Trump has unveiled a sweeping new […]


White House AI and crypto czar David Sacks speaks as President Donald Trump listens at an event for the signing of the GENIUS Act, a bill that regulates stablecoins, a type of cryptocurrency, in the East Room of the White House, Friday, in Washington. (AP Photo/Alex Brandon)
President Donald Trump has unveiled a sweeping new plan for America’s “global dominance” in artificial intelligence, proposing to cut back environmental regulations to speed up the construction of AI supercomputers while promoting the sale of U.S.-made AI technologies at home and abroad.
The “AI Action Plan” introduced Wednesday embraces many of the ideas voiced by tech industry lobbyists and the Silicon Valley investors who backed Trump’s election campaign last year. Trump, who ordered a broad AI strategy after returning to the White House in January, is also expected to sign three executive orders at an afternoon event.
The unveiling is co-hosted by the bipartisan Hill and Valley Forum and the “All-In” podcast, a business and technology show hosted by four tech investors and entrepreneurs, which includes Trump’s AI czar, David Sacks.
The plan includes some familiar tech lobby pitches. That includes accelerating the sale of AI technology abroad and making it easier to construct the energy-hungry data center buildings that are needed to form and run AI products. It also includes some of the AI culture war preoccupations of the circle of venture capitalists who endorsed Trump last year.
Trump had given his tech advisers six months to come up with new AI policies after revoking President Joe Biden’s signature AI guardrails on his first day in office.
The plan prioritizes AI innovation and adoption, urging the removal of any “red tape” that could be slowing down adoption across industries and government.
But it also seeks to guide the industry’s growth to address a longtime rallying point for the tech industry’s loudest Trump backers: countering the liberal bias they see in AI chatbots such as ChatGPT or Google’s Gemini.
Trump’s plan aims to block the government from contracting with tech companies unless they “ensure that their systems are objective and free from top-down ideological bias.” A Biden-era framework for evaluating the riskiest AI applications should also be stripped of any references to “misinformation, Diversity, Equity, and Inclusion, and climate change,” the plan said.
The plan says the nation’s leading AI models should protect free speech and be “founded on American values,” though it doesn’t define which values those should include.
Sacks, a former PayPal executive and now Trump’s top AI adviser, has been criticizing “woke AI” for more than a year, fueled by Google’s February 2024 rollout of an AI image generator that, when asked to show an American Founding Father, created pictures of Black, Asian and Native American men.
Google quickly fixed its tool, but the “Black George Washington” moment remained a parable for the problem of AI’s perceived political bias, taken up by X owner Elon Musk, venture capitalist Marc Andreessen, Vice President JD Vance and Republican lawmakers.
Chief among the plan’s goals is to speed up permitting and loosen environmental regulation to accelerate construction on new data centers and factories. It condemns “radical climate dogma” and recommends lifting a number of environmental restrictions, including clean air and water laws.
Trump has previously paired AI’s need for huge amounts of electricity with his own push to tap into U.S. energy sources, including gas, coal and nuclear.
Many tech giants are already well on their way toward building new data centers in the U.S. and around the world. OpenAI announced this week that it has switched on the first phase of a massive data center complex in Abilene, Texas, part of an Oracle-backed project known as Stargate that Trump promoted earlier this year. Amazon, Microsoft, Meta and xAI also have major projects underway.
The tech industry has pushed for easier permitting rules to get its computing facilities connected to power, but the AI building boom has also contributed to spiking demand for fossil fuel production, which contributes to global warming.
United Nations Secretary-General Antonio Guterres on Tuesday called on the world’s major tech firms to power data centers completely with renewables by 2030.
“A typical AI data center eats up as much electricity as 100,000 homes,” Guterres said. “By 2030, data centers could consume as much electricity as all of Japan does today.”
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