The AI pressure cooker: OpenAI, Nvidia and Google all on the move

From Capitol Hill to the back of an Uber in Dubai — this week showed just how much pressure the AI race is under. OpenAI’s Sam Altman is heading to Jimmy Fallon next week as the company reportedly declares “Code Red.” Nvidia's Jensen Huang is shuttling between Silicon Valley, Washington and Beijing, trying to navigate the toughest geopolitical bind of the company's history. And Replit is locking in a multiyear partnership with Google to push vibecoding to the enterprise. In this cycle, no one can afford to sit still. Google Cloud President Matt Renner and Replit CEO Amjad Masad join CNBC's Deirdre Bosa to discuss.

00:00 Introduction
00:51 Altman on late night as OAI goes "Code Red"
1:51 Jensen and Nvidia boxed in
2:51 Replit and Google in vibecoding push
3:34 Interview: Matt Renner and Amjad Masad

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The AI pressure cooker: OpenAI, Nvidia and Google all on the move