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…
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 |…
OpenAI releases sweeping report on Hugging Face AI agent hack
Sam Altman, CEO and co-founder of OpenAI, speaks to members of the media on the Senate Subway while…
Forcing workers to use AI can be counterproductive—experts’ tips for a better approach
For some employees, using AI at work has become a requirement, rather than an option. The trend isn’t…
The cost of AI, trade showdown and Iran’s ‘economic D-day’
Samuel Boivin | Nurphoto | Getty Images Hello, this is Leonie Kidd coming to you from London. Alibaba…
CNBC Daily Open: Watching Iran’s economy; a losing game for bonds
Treasury Secretary Scott Bessent speaking to CNBC on May 14th, 2026 from Beijing, China. CNBC Hello, this is…
Inside India newsletter: Chip squeeze hits Chinese smartphones as Apple, Samsung gain an edge
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India” —…
Marvell pops on AI chip deal letting Google buy up to $12.2B in shares
Marvell Technology shares rallied 6% on a deal that would allow Google to buy up to $12.2 billion…
CNBC Daily Open: Markets caught between Mideast worries and AI optimism
A car with replicas of missiles and an image of Iran’s new Supreme Leader Mojtaba Khamenei (R), and…
Money or power? The key to winning the U.S.-China AI race
An AI-themed ‘AGI Bar’ in Beijing’s tech-focused Zhongguancun district on Aug. 9, 2026. Pedro Pardo | Afp |…