Nokia CEO Justin Hotard joins CNBC’s Arjun Kharpal to explain why the company sees itself at the centre of the AI infrastructure buildout: providing the optical and IP networking technology linking AI data centres, as well as the mobile-network equipment that could support the next generation of robotics, autonomous vehicles and other physical AI.

Hotard argues demand for AI infrastructure remains in its early stages, with customers constrained by power, silicon and supply rather than a lack of appetite to build. He also lays out his view of 6G: less a conventional upgrade in mobile speeds, and more a shift toward intelligent networks that can sense, plan and act.

The conversation also covers Europe’s AI challenge, the debate over data-centre expansion and Nokia’s ambitions in space communications and orbital data centres.

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Palo Alto Networks CEO Nikesh Arora joins Arjun Kharpal to discuss how AI is reshaping cybersecurity.

They explore the risks posed by autonomous AI agents, increasingly convincing scams and AI-powered attacks, as well as the debate over slowing advanced AI development.

Arora also explains why quantum computers could threaten today’s encryption — and why hackers may already be collecting data to decrypt later.

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Cohere co-founder and CEO Aidan Gomez speaks to Arjun Kharpal about the growing battle over who controls the world’s AI.

Gomez explains why companies and governments are increasingly worried about where their data goes, who controls the infrastructure behind AI systems and whether access could one day be cut off.

He also discusses China’s rapid progress in AI, the soaring cost of frontier models and why the technology is creating new cybersecurity risks as it becomes more autonomous.

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