Articles from www.cnbc.com

Articles from www.cnbc.com

Amazon opens Project Rainier, an $11B AI data center on 1,200 acres in Indiana that trains and runs Anthropic's AI models using 500K+ Amazon Trainium 2 chips (www.cnbc.com)
2025-10-30 Amazon AI

SK Hynix reports Q3 revenue up 39% YoY to $17.02B, vs. $17.22B est, operating profit up 62% YoY to $7.92B, a record, boosted by demand for its HBM chips for AI (www.cnbc.com)
2025-10-29 AI

Jensen Huang says its Blackwell GPUs are now in full production in Arizona, after being solely manufactured in Taiwan previously (www.cnbc.com)
2025-10-29 Taiwan

Securitize, a blockchain company that tokenizes investments, files to go public via a SPAC started by Cantor Fitzgerald, valuing Securitize at $1.25B pre-money (www.cnbc.com)
2025-10-29 Blockchain

Palo Alto Networks launches Cortex AgentiX, AI agents that can be deployed across various security vendor platforms to automate cybersecurity actions (www.cnbc.com)
2025-10-29 AI

Appfigures: between September 30 and October 18, OpenAI's Sora had 2.6M iOS downloads, above the Meta AI app, which had 1.1M; Sora is iOS- and invite-only (www.cnbc.com)
2025-10-28 IOS AI

PayPal CEO Alex Chriss says the company signed a deal with OpenAI to let shoppers use PayPal's digital wallet in ChatGPT to pay for items, starting in 2026 (www.cnbc.com)
2025-10-28

OpenAI urges the US to commit to building 100GW of new energy capacity each year to stay ahead of China in AI, and says “electrons are the new oil” (www.cnbc.com)
2025-10-28 China Energy AI

Filing: iRobot says its last potential buyer withdrew from the process and its financials remain dire, following Amazon abandoning a 2024 bid; IRBT drops 33%+ (www.cnbc.com)
2025-10-28 Amazon

Qualcomm unveils two AI chips, the AI200, set for 2026, and the AI250, planned for 2027, based on its Hexagon NPUs, and says Humain is the first customer (www.cnbc.com)
2025-10-28 AI

Mustafa Suleyman says Microsoft won't provide erotica AI services and that “other companies will build that”, after Sam Altman said ChatGPT would offer erotica (www.cnbc.com)
2025-10-24 Microsoft AI

Anthropic and Google announce their cloud partnership worth tens of billions of dollars, giving Anthropic access to 1M TPUs and 1GW of capacity in 2026 (www.cnbc.com)
2025-10-24 Google

Intel reports Q3 revenue up 3% YoY to $13.7B, vs. $13.2B est., and net income of $4.1B, vs. a net loss of $16.6B in Q3 2024; INTC jumps 5%+ after hours (www.cnbc.com)
2025-10-24 Intel

Trump says he canceled plans for a “surge” of National Guard to San Francisco after speaking to “great people like Jensen Huang, Marc Benioff, and others” (www.cnbc.com)
2025-10-24 Trump San Francisco

Super Micro's shares drop 5%+ after the server maker reports it expects $5B in Q1 revenue, down from its $6B to $7B guidance, due to “design win upgrades” (www.cnbc.com)
2025-10-24

Elon Musk says Tesla's AI5 chip will be made by Samsung in Texas and TSMC in Arizona, with the “oversupply” of chips not used by Tesla going to his data centers (www.cnbc.com)
2025-10-23 Samsung AI Tesla Elon Musk Texas

GM plans to roll out Google Gemini in its vehicles starting in 2026 and plans an advanced driver-assistance system with eyes-off driving capabilities in 2028 (www.cnbc.com)
2025-10-23 Google

Netflix reports Q3 revenue up 17% YoY to $11.51B, matching est., operating margin below est. due to Brazilian tax dispute expense; NFLX drops 5%+ after hours (www.cnbc.com)
2025-10-22 Tax Netflix Brazil

DraftKings acquires predictions platform Railbird as it prepares to launch its mobile platform DraftKings Predictions in the coming months (www.cnbc.com)
2025-10-22 Mobile

A US judge orders Mark Zuckerberg, Evan Spiegel, and Adam Mosseri to testify in the “first bellwether trial” over child social media safety, set for January (www.cnbc.com)
2025-10-22 Zuckerberg

Dario Amodei addresses “inaccurate claims” about Anthropic's policy stances after David Sacks said the “real issue” is “Anthropic's agenda to backdoor Woke AI” (www.cnbc.com)
2025-10-22 AI

AWS says service recovery “continues to improve” after an outage in its US-EAST-1 region, first reported at 3:11am ET, that took down numerous major websites (www.cnbc.com)
2025-10-21

Reid Hoffman calls Anthropic “one of the good guys” after David Sacks accused the company of running a “regulatory capture strategy based on fear-mongering” (www.cnbc.com)
2025-10-21

OpenAI says it will work with SAG-AFTRA, CAA, UTA, and others to crack down on Sora 2 deepfakes, following concerns from actor Bryan Cranston and SAG-AFTRA (www.cnbc.com)
2025-10-21

Anthropic announces Claude Life Sciences, a new offering for researchers that integrates Claude AI models with lab tools like Benchling to boost efficiency (www.cnbc.com)
2025-10-21 AI

A profile of Credo, which makes active electrical cables to connect AI servers and whose stock price has more than doubled this year, after soaring 245% in 2024 (www.cnbc.com)
2025-10-19 AI

Marc Benioff apologizes for saying Trump should send the National Guard to SF, says the comments were made out of “an abundance of caution” around Dreamforce (www.cnbc.com)
2025-10-18 Trump

Apple and Formula One announce a five-year US media rights deal for all races starting in 2026; sources: Apple is paying $140M/year, up from ESPN's ~$85M/year (www.cnbc.com)
2025-10-18 Apple

EssilorLuxottica stock jumps 10%+ after reporting Q3 revenue up 11.7% YoY to €6.9B, with wearables like Ray-Ban Meta contributing 4 percentage points to growth (www.cnbc.com)
2025-10-17 Ban

Microsoft to bring Copilot Actions, which can use apps to complete certain tasks on local files in Windows 11, to the Windows Insider Program and Copilot Labs (www.cnbc.com)
2025-10-17 Microsoft

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