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…
G20 Innovation Ministerial: AI policy live updates
View from Chapel Hill: What G20 attendees are saying about AI regulation CNBC’s Megan Cassella has the latest…
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.…
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…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
Nvidia optimizes for DeepSeek, Qwen amid U.S. restriction risk
Nvidia is bolstering support for Chinese artificial intelligence models in a play to beat domestic chipmakers to optimizing…
Nvidia stock rises 7% after blockbuster earnings boost AI confidence
Nvidia shares rose on Thursday after the chip giant’s revenue guidance reassured investors that AI demand will remain…
CNBC Daily Open: Nvidia is selling more shovels than ever in the AI gold rush
Nvidia’s logo is displayed at their headquarters on Aug. 26, 2026 in Santa Clara, California. Benjamin Fanjoy |…
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 —…
CNBC Daily Open: The U.S. is flexing its economic power — drawing retaliation
Canadian Prime Minister Mark Carney speaks about the trade dispute with the United States at the Davie Shipyard…
Cramer says Nvidia has become ‘all-important’ to the AI trade. Here’s what to watch beyond the numbers
Key Points CNBC’s Jim Cramer said Nvidia has become so central to the AI ecosystem that its earnings…