Articles from www.cnbc.com

Articles from www.cnbc.com

TSMC forecasts “several years” of margin dilution as overseas fab projects ramp up; the company has announced $200B in investment into US manufacturing (www.cnbc.com)
7 hours ago Manufacturing

Federal lobbying disclosures: Anthropic spent $1.97M in Q2, up 26% QoQ, and OpenAI spent $1.2M, up 18%; Meta remained the largest spender at $5.99M, down 15% (www.cnbc.com)
19 hours ago

Google says Gemini 3.6 Flash delivers better coding, knowledge work, and multimodal performance while reducing output token usage by up to 17% vs. 3.5 Flash (www.cnbc.com)
21 hours ago Google

US Treasury Secretary Scott Bessent says the Trump administration is looking into Chinese AI models over distillation claims and it could “sanction them” (www.cnbc.com)
23 hours ago Trump China AI

AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+ (www.cnbc.com)
1 day ago Microsoft AI Nvidia AMD

TSMC CFO Wendell Huang says TSMC will use its new $100B US commitment, announced last week, to expand its Arizona capacity amid a “multi-year demand mega trend” (www.cnbc.com)
2 days ago

During an internal meeting, Satya Nadella criticized Claude Fable 5 for being “editorially controlled”, saying its refusal to do “random things” makes no sense (www.cnbc.com)
5 days ago

Netflix reports Q2 revenue up 13% YoY to $12.56B, vs. $12.59B est., and says it will give fewer engagement updates starting in 2027; NFLX drops 7%+ after hours (www.cnbc.com)
5 days ago Netflix

Fireworks, which helps developers access AI chips and open-source models, raised $1.5B at a $17.5B valuation and says it has exceeded $1B in annualized revenue (www.cnbc.com)
5 days ago AI

Nvidia unveils Cosmos 3 Edge, a world model designed for robots and vision AI agents to perceive and navigate physical environments in real time (www.cnbc.com)
6 days ago AI Robot Nvidia

TSMC reports Q2 revenue up 36% YoY to ~$39.45B, net income up 77.4% YoY to ~$21.9B, both above est., and says chips 7nm or smaller were 77% of its wafer revenue (www.cnbc.com)
6 days ago

SpaceX shares fell for a fourth-straight session on Wednesday, briefly dropping below their $135 IPO price for the first time before closing at $135.27 (www.cnbc.com)
6 days ago IPO SpaceX

IBM stock fell 25%+ on Tuesday, sinking further than its previous worst day of October 19, 1987, after reporting preliminary Q2 results below estimates (www.cnbc.com)
7 days ago IBM

ASML reports Q2 net sales of €9.3B, above €8.8B est., a €2.9B net profit, above €2.6B est., and raises its 2026 net sales forecast from €36B-€40B to €43B-€45B (www.cnbc.com)
7 days ago

Cybersecurity stocks rallied on Tuesday after IBM CEO Arvind Krishna flagged cyber fears as a top priority for customers; CrowdStrike jumped 12%, Okta rose 11% (www.cnbc.com)
7 days ago IBM

PrismML launches Bonsai 27B, a model based on Qwen3.6 27B that it says runs natively on Apple devices via MLX; its CEO says Apple is evaluating the tech (www.cnbc.com)
7 days ago Apple

TerraFirma, a construction tech company founded by two former SpaceX engineers to build remote-controlled construction equipment, raised $115M (www.cnbc.com)
7 days ago SpaceX

In the wake of China's “embodied AI” push, there's an urgency among China's 100+ humanoid startups to launch IPOs; LimX Dynamics raises $200M in a pre-IPO round (www.cnbc.com)
8 days ago China IPO Startup AI

SK Hynix's shares fall 15%+ in Seoul, posting its largest-ever fall, after a strong Nasdaq debut, as investors book profit amid US share valuation uncertainty (www.cnbc.com)
9 days ago

Apple alleges that Tang Tan, OpenAI's chief hardware officer and a former Apple VP, has directed Apple staffers interviewing at OpenAI to share Apple secrets (www.cnbc.com)
11 days ago Apple

Source: Greg Brockman will continue to oversee OpenAI's products as the company doesn't plan to hire anyone to replace Fidji Simo after she stepped down (www.cnbc.com)
11 days ago

SK Hynix opens up 14% at $170 after raising $26.5B in the largest ever US market debut by a foreign company (www.cnbc.com)
11 days ago

Meta announces its first data center in Canada, a 1GW facility in Alberta that will cost the company about $9B and take two to three years to construct (www.cnbc.com)
13 days ago Canada

US lawmakers are considering strategies to curb US companies' growing adoption of Chinese AI models, as a House committee investigation investigates the risks (www.cnbc.com)
14 days ago China AI

A look at Chinese lidar maker Hesai, blacklisted by the US DOD in 2024, as it expands in the US; Hesai says it has ~33% of the global automotive lidar market (www.cnbc.com)
14 days ago China

OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%, up from 11% over the previous 12 months (www.cnbc.com)
15 days ago China AI

Anthropic signs a 20-year, $19B lease to use a TeraWulf data center in Kentucky, set to have a ~400MW capacity, with the first power delivery in H2 2027 (www.cnbc.com)
16 days ago

SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture (www.cnbc.com)
16 days ago AI Manufacturing Nvidia

An interview with Amazon SVP of Devices Panos Panay on designing custom chips for Echo and Fire TV devices, experimenting with AI-enabled gadgets, and more (www.cnbc.com)
20 days ago Amazon Interview AI

Soaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes (www.cnbc.com)
23 days ago

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