Fintechs conquered payments in India. Now they’re eyeing credit
Participants during the Global Fintech Fest in Mumbai, India, on Wednesday, Sept. 9, 2026. Policymakers, bankers, technology companies…
JPMorgan upgrades Meta after company’s recent AI product announcements
JPMorgan thinks Meta Platform’s push into agentic artificial intelligence and frontier models is set to boost the company’s…
Google commits $15 billion for AI infrastructure in ‘Texas of Europe’ Finland
Google on Wednesday said it would invest at least 13 billion euros ($15.1 billion) into AI infrastructure in…
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…
Broadcom guides to big numbers but investors wanted more. Why we’re OK to hold for now
Broadcom on Wednesday evening beat quarterly earnings expectations and provided a strong multiyear revenue forecast for its artificial…
G20 Innovation Ministerial: AI policy live updates
Kratsios: White House tested and evaluated Anthropic’s Fable 5.1 model before its release White House Office of Science…
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…
AI trade faces test with next week’s Oracle earnings
The coming week could be pivotal for Oracle and the AI complex. The day after OpenAI Foundation’s presentation…
Berkshire CEO Abel says Alphabet a ‘significant player’ in AI after growing stake in Q2
Berkshire Hathaway CEO Greg Abel discussed with CNBC’s Becky Quick on Wednesday the conglomerate’s massive investment in Google…
Apple enters Ternus era as AI challenges and memory crunch intensify
When incoming Apple CEO John Ternus spoke to CNBC in late 2023, he was all about the technology.…
OpenAI’s ad business hits $1 billion annualized revenue run rate
OpenAI CEO Sam Altman arrives for a meeting at the White House in Washington, D.C., U.S., July 30,…
Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…