The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
AMD buys Taalas, startup that hardwires AI models into its silicon
An AMD employee installs a the first Helios rack-scale AI system in a data center lab in Rockdale,…
We’re adding a critical enabler of AI computing to our Bullpen watchlist
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Hugging Face CEO says China is winning the AI race with open models
Hugging Face CEO Clément Delangue said China is winning the artificial intelligence race with open-weight models and could…
AI jitters: Deutsche says this subsector may offer some protection
A new phase in the AI trade is forcing investors to separate Big Tech’s winners from losers —…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
OpenAI CFO Sarah Friar tells employees ARR in July topped all of Q2
Sarah Friar, CFO of OpenAI, speaking on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland…
China threatens retaliation against U.S. humanoid robot ban, says it ‘severely damages’ relations
A humanoid robot from Robostore joins CNBC’s Power Lunch on Dec. 30, 2025. CNBC BEIJING — The U.S.…
CNBC Daily Open: Chipping away at the AI boom
A Korea Exchange (KRX) employee monitors stock market data on trading screens inside the Korea Exchange (KRX) in…
Nvidia and OpenAI in talks for up to $250 billion AI backstop
OpenAI CEO Sam Altman walks through the Hart Senate Office Building following meetings on Capitol Hill, in Washington,…
Apple ends day as world’s most valuable company, passing Nvidia
Apple passed Nvidia on Monday for the title of world’s most valuable company, with the iPhone maker topping…
Crypto stocks rally thanks to rotation from AI infrastructure; bitcoin miners lag
An array of bitcoin mining units inside a container at a CleanSpark facility in College Park, Georgia, on…