Articles from www.cnbc.com

Articles from www.cnbc.com

Google joins Microsoft in saying it will keep working with Anthropic on non-defense projects after the DOD designated the startup a supply chain risk (www.cnbc.com)
2 days ago Google Microsoft Startup

Marvell stock jumps 20%+ after the chip company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand (www.cnbc.com)
2 days ago AI 4Q

Microsoft plans to keep Anthropic's tools embedded in client products, after its lawyers determine the DOD's designation doesn't apply to non-defense projects (www.cnbc.com)
2 days ago Microsoft

Iran's state media says Iran targeted Amazon's Bahrain data center on Sunday because of the company's support of “US military and intelligence activities” (www.cnbc.com)
3 days ago Amazon Iran Intelligence

Sam Altman takes subtle swipes at Anthropic, saying “government is supposed to be more powerful than private companies” (www.cnbc.com)
3 days ago

Broadcom reports Q1 revenue up 29% YoY to $19.31B, vs. $19.18B est., AI revenue up 106% to $8.4B, and announces a $10B share buyback program (www.cnbc.com)
4 days ago AI

Jensen Huang says Nvidia's recent $30B investment in OpenAI “might be the last time” it invests in the company, because OpenAI is “going to go public” (www.cnbc.com)
4 days ago Nvidia

As experts warn about cyberattacks from Iran on the US, CISA is operating under a partial government shutdown and dealing with leadership changes (www.cnbc.com)
5 days ago Iran

In an all-hands meeting, Sam Altman said OpenAI does not “get to make operational decisions” regarding how its technology is used by the Department of Defense (www.cnbc.com)
5 days ago

Sam Altman says the DOD affirmed that OpenAI's tools wouldn't be used by agencies like the NSA, and services to them would need a further contract modification (www.cnbc.com)
5 days ago

AWS says its facilities in the Middle East are facing power and connectivity issues after drone strikes impacted its infrastructure in the UAE and Bahrain (www.cnbc.com)
6 days ago Drone

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February (www.cnbc.com)
8 days ago Apple

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each (www.cnbc.com)
9 days ago Amazon Nvidia

Netflix is walking away from a deal to buy WBD's studio and streaming assets after the WBD board deemed a revised bid by Paramount Skydance to be superior (www.cnbc.com)
10 days ago Netflix Asset

Block says it is laying off more than 4,000 of its 10,000+ employees; XYZ jumps 19%+ in extended trading (www.cnbc.com)
10 days ago

Nvidia stock is down 4%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about the chipmaker's better-than-expected earnings (www.cnbc.com)
10 days ago AI Nvidia

David Luan, the head of Amazon's AGI lab, is leaving the company less than two years after he joined through an acqui-hire deal of his startup Adept (www.cnbc.com)
12 days ago Amazon Startup

Waymo opens its robotaxi service to “select riders” in Dallas, Houston, San Antonio, and Orlando, expanding its operations to 10 US cities (www.cnbc.com)
12 days ago

Software stocks rebound as Anthropic announces partnerships integrating its AI tools with enterprise apps, including Slack, Intuit, Docusign, and FactSet (www.cnbc.com)
12 days ago AI Slack

Tesla sues California's DMV to reverse a ruling that found Tesla violated the law by falsely promoting its Autopilot and Full Self-Driving systems (www.cnbc.com)
13 days ago Tesla California

Uber agrees to acquire SpotHero for an undisclosed sum, to offer parking reservation for events and at venues and airports; SpotHero was last valued at $290M (www.cnbc.com)
13 days ago Uber

IBM shares fall 12%+ after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization (www.cnbc.com)
13 days ago IBM

Amazon plans to invest $12B in new data centers in Louisiana and says it worked with the local utility “to ensure we pay 100% of the costs” tied to the campus (www.cnbc.com)
13 days ago Amazon

OpenAI launches Frontier Alliances, entering into multiyear deals with Accenture, BCG, Capgemini, and McKinsey to help deploy its enterprise platform Frontier (www.cnbc.com)
13 days ago

Aalyria, a Google spinoff and a Starlink rival that helps satellite constellations fill network gaps during disasters, raised $100M at a $1.3B valuation (www.cnbc.com)
13 days ago Google

Sources: OpenAI is telling investors it's targeting ~$600B in total compute spend by 2030, months after Sam Altman touted $1.4T in infrastructure commitments (www.cnbc.com)
16 days ago

Phil Spencer will retire after 38 years at Microsoft; Asha Sharma, the president of product in Microsoft's Core AI business, will become the CEO of gaming (www.cnbc.com)
16 days ago Microsoft AI

Cadence shares closed up 7.6% on Wednesday after the chip design company reported Q4 revenue up ~6% to $1.44B and adjusted EPS of $1.99, both above estimates (www.cnbc.com)
18 days ago 4Q

DoorDash reports Q4 revenue up 38% YoY to $3.96B, vs. $3.99B est., total orders up 32% to 903M, and forecasts Q1 adjusted EBITDA below estimates (www.cnbc.com)
18 days ago 4Q

Figma reports Q4 revenue up 40% YoY to $303.8M, vs. $293.15M est., and forecasts Q1 revenue above estimates; FIG jumps 15%+ after hours (www.cnbc.com)
18 days ago 4Q

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