Nvidia’s role as AI financier faces first big test as neoclouds take market hit
Jensen Huang, CEO of NVIDIA, presents new NVIDIA Vera Rubin DSX Pod Full-Stack Modular AI Factory as he…
AI rally fades as Elice IPO dives
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Hello, this is Leonie Kidd,…
CoreWeave bond yields stay near 15% as AI stocks rebound
CoreWeave CEO Michael Intrator participates in a Bloomberg Television interview during the World Economic Forum in Davos, Switzerland,…
Nvidia GPUs are everywhere. Here’s how companies access them
Marc Benioff, chief executive officer of Salesforce Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
How U.S. data center backlash is spreading across Europe and Asia
As the AI boom becomes a major part of political debate, the public backlash against data centers in…
Samsung to inject $1 billion into Nvidia- and KKR-backed AI infrastructure firm
Samsung Electronics and its affiliates will invest a combined $1 billion in Helix Digital Infrastructure, an artificial intelligence…
Debt-hungry data center companies increased risk bond yields spike
Spools of electrical wires outside a series of assembly tents during a media tour of the Stargate AI…
Anthropic, OpenAI hunt for smaller AI data center deals, sources say
Anthropic and OpenAI are hunting for smaller AI data center deals, sources told CNBC, as the race to…
AI stocks tumble on safety warnings. How to proceed — including 2 names on our shopping list
We are looking at steep premarket declines Monday morning across the data center buildout complex. It comes after…
Inside Eaton’s $9.5 billion bet to dominate the AI infrastructure boom
Eaton has set a lofty goal: Don’t just power the world’s hungriest data centers — become the one-stop…
Equinix partners with Nvidia, carves niche in AI data center boom
Nvidia CEO Jensen Huang called in to talk with Equinix CEO Adaire Fox-Martin at an Equinix event in…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…