Dell stock plunges after Barclays downgrade on enterprise AI
Dell shares plummeted 11% on Wednesday and dragged down other data center equipment names on mounting concerns that…
CoreWeave stock sinks as bond yields surge near 15%
Vcg | Visual China Group | Getty Images CoreWeave‘s stock and bonds were both hit on Wednesday as…
Michael Dell says government has a role in AI safety
Dell Technologies CEO Michael Dell said that artificial intelligence models “have to have safeguards and controls” as the…
Microsoft starts taking preorders for $2,599 Surface Laptop Ultra
Microsoft said its new laptop containing an Nvidia AI chip will start at $2,599, as the software maker…
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…
Dell Technologies (DELL) Raises its AI Server Forecast for the Second Time This Year
On September 1, CNBC reported that Dell Technologies Inc. (NYSE:DELL) shares surged 9% after the firm raised its…
Dell Reports Record Results: AI Momentum Remains Robust
Dell Technologies DELL delivered a strong report, with AI infrastructure once again reflecting the biggest highlight. Revenue climbed…
Backing the ‘wrong future’ in AI? The unexpected potential winners
Investors pouring money into giant artificial intelligence data centers may be betting on the wrong technological future —…
Nvidia is connecting GPU customers with data centers in the Nordics: sources
Nvidia is playing matchmaker, trying to connect companies with its graphics processing units to data-center operators that have…
Meta’s latest model advances Zuckerberg’s vision for personal AI assistants
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
China’s open-weight model lead exposes America’s AI blind spot
Some of America’s biggest technology companies are pushing Washington to make open artificial intelligence a national priority as…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…