GZERO North
Hard Numbers: Search wars, Lumen lights up, Anduril gets a raise, Public-private partnership
An image of a woman holding a cell phone in front of a Perplexity AI logo displayed on a computer screen.
Artur Widak/NurPhoto via Reuters
500: Lumen Technologies is watching its stock surge thanks to AI. The US telecom company revealed its fiber optics infrastructure is in demand by data centers needed for the AI boom. The company’s stock jumped 500% in the past month, when it was hovering around $1 per share.
14 billion: Palmer Luckey’s defense tech company, Anduril, just raised $1.5 billion in a new funding round, valuing the company at $14 billion. Luckey, best known as the founder of Oculus VR, which he sold to Meta in 2014, started Anduril in 2017 to make drones and other autonomous aircraft, and it is seen as one of the major AI companies challenging the legacy defense contractors.
100,000: The state of California has struck a partnership with Nvidia to train 100,000 students in AI-related skills. The initiative focuses on community colleges and will feature new curriculums, certifications, workshops, and labs to get students ready for careers in AI — including those with the state government.In his latest Quick Take, Ian Bremmer discusses the on-again off-again ceasefire between the United States and Iran and why it has failed to hold, arguing that both sides remain locked in a fundamental disagreement over who has the leverage.
Can a war-torn Lebanon disarm Hezbollah, end Israel’s occupation of its southern territory, and reclaim control of its future? Beirut-based journalist Kim Ghattas joins Ian Bremmer on GZERO World.
As Hezbollah’s power weakens and Israel occupies parts of southern Lebanon, could the country finally reclaim its sovereignty? Or is it headed toward another war? Journalist Kim Ghattas joins Ian Bremmer on the GZERO World Podcast.
Ian Bremmer breaks down how Iran spent four decades building Hezbollah into a powerful proxy against Israel, and why the group’s uncertain future could reshape the Middle East.