Articles from www.cnbc.com

Articles from www.cnbc.com

A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agentic-optimized CPUs, a CPU-only rack, and more (www.cnbc.com)
2 days ago Nvidia

Adobe CEO Shantanu Narayen will step down after a successor is named; he became CEO in 2007 and will remain as chair of the board; ADBE drops 6%+ after hours (www.cnbc.com)
4 days ago Adobe

Emil Michael says Anthropic's Claude models would “pollute” the DOD's supply chain because they have “a different policy preference” that is baked in (www.cnbc.com)
4 days ago

Google spins off GFiber, formerly Google Fiber, forming an independent provider with investment firm Stonepeak's Astound; Google will retain a minority stake (www.cnbc.com)
5 days ago Google

Atlassian is cutting 10% of its workforce, or ~1,600 jobs, to fund investment in AI and enterprise sales; filing: the cuts will incur $225M-$236M in charges (www.cnbc.com)
5 days ago AI Atlassian

How age-verification laws to enhance online child safety are raising surveillance concerns for adults; ~50% of US states have enacted or are advancing such laws (www.cnbc.com)
6 days ago

Mississippi regulators authorize xAI to build a power plant with 41 natural gas-burning turbines in Southaven to power its data centers (www.cnbc.com)
6 days ago

Filing: Microsoft files an amicus brief in support of Anthropic and advocates for a temporary restraining order to block the DOD's supply chain risk designation (www.cnbc.com)
6 days ago Microsoft

Oracle reports Q3 revenue up 22% YoY to $17.19B, vs. $16.91B est., and cloud revenue up 44% to $8.9B, vs. $8.85B est.; ORCL jumps 6%+ after hours (www.cnbc.com)
6 days ago Oracle

AI cybersecurity startup Armadin, started by Mandiant founder Kevin Mandia to build AI agents, raised ~$190M led by Accel; Google bought Mandiant for $5.4B (www.cnbc.com)
6 days ago Google Startup AI

xAI aims to build a natural gas power plant in Southaven, MS, to run its data centers; a key meeting with regulators is set on an election day ~200 miles away (www.cnbc.com)
7 days ago

Google joins Microsoft in saying it will keep working with Anthropic on non-defense projects after the DOD designated the startup a supply chain risk (www.cnbc.com)
10 days ago Google Microsoft Startup

Marvell stock jumps 20%+ after the chip company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand (www.cnbc.com)
10 days ago AI 4Q

Microsoft plans to keep Anthropic's tools embedded in client products, after its lawyers determine the DOD's designation doesn't apply to non-defense projects (www.cnbc.com)
10 days ago Microsoft

Iran's state media says Iran targeted Amazon's Bahrain data center on Sunday because of the company's support of “US military and intelligence activities” (www.cnbc.com)
11 days ago Amazon Iran Intelligence

Sam Altman takes subtle swipes at Anthropic, saying “government is supposed to be more powerful than private companies” (www.cnbc.com)
11 days ago

Broadcom reports Q1 revenue up 29% YoY to $19.31B, vs. $19.18B est., AI revenue up 106% to $8.4B, and announces a $10B share buyback program (www.cnbc.com)
12 days ago AI

Jensen Huang says Nvidia's recent $30B investment in OpenAI “might be the last time” it invests in the company, because OpenAI is “going to go public” (www.cnbc.com)
12 days ago Nvidia

As experts warn about cyberattacks from Iran on the US, CISA is operating under a partial government shutdown and dealing with leadership changes (www.cnbc.com)
13 days ago Iran

In an all-hands meeting, Sam Altman said OpenAI does not “get to make operational decisions” regarding how its technology is used by the Department of Defense (www.cnbc.com)
13 days ago

Sam Altman says the DOD affirmed that OpenAI's tools wouldn't be used by agencies like the NSA, and services to them would need a further contract modification (www.cnbc.com)
13 days ago

AWS says its facilities in the Middle East are facing power and connectivity issues after drone strikes impacted its infrastructure in the UAE and Bahrain (www.cnbc.com)
14 days ago Drone

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February (www.cnbc.com)
16 days ago Apple

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each (www.cnbc.com)
17 days ago Amazon Nvidia

Netflix is walking away from a deal to buy WBD's studio and streaming assets after the WBD board deemed a revised bid by Paramount Skydance to be superior (www.cnbc.com)
18 days ago Netflix Asset

Block says it is laying off more than 4,000 of its 10,000+ employees; XYZ jumps 19%+ in extended trading (www.cnbc.com)
18 days ago

Nvidia stock is down 4%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about the chipmaker's better-than-expected earnings (www.cnbc.com)
18 days ago AI Nvidia

David Luan, the head of Amazon's AGI lab, is leaving the company less than two years after he joined through an acqui-hire deal of his startup Adept (www.cnbc.com)
20 days ago Amazon Startup

Waymo opens its robotaxi service to “select riders” in Dallas, Houston, San Antonio, and Orlando, expanding its operations to 10 US cities (www.cnbc.com)
20 days ago

Software stocks rebound as Anthropic announces partnerships integrating its AI tools with enterprise apps, including Slack, Intuit, Docusign, and FactSet (www.cnbc.com)
20 days ago AI Slack

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