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Articles from www.cnbc.com
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Jensen Huang says AMD's deal to offer 10% of itself to OpenAI is “surprising” and “imaginative” considering AMD was “so excited about” its next-generation chip
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22 hours ago
AMD
Dell says it now expects annual revenue to grow between 7% and 9%, up from its prior forecast of 3% to 4%, citing demand for AI infrastructure
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1 day ago
AI
Cerebras CEO Andrew Feldman says the AI chipmaker pulled its IPO filing to share updated financials, admitting it was a mistake not to explain the move sooner
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2 days ago
IPO
AI
A live blog of OpenAI DevDay 2025, where the company is expected to announce a visual agent builder and other developer updates
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2 days ago
Deloitte announces a deal to roll out Anthropic's Claude to more than 470,000 of its employees globally, marking Anthropic's largest enterprise deployment ever
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2 days ago
OpenAI and AMD announce a deal as part of which OpenAI could take a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 20%+
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3 days ago
AMD
A look at OpenAI's search for the sites of its Stargate data centers in the US; OpenAI has received 800+ applications since January and has 20 finalist sites
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3 days ago
Scorability, a college sports recruiting marketplace for athletes and coaches, raised $40M led by Bluestone Equity Partners, bringing its total funding to $51M
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3 days ago
Equity
Chipmaker Cerebras withdraws its IPO, a little over a year after filing its IPO prospectus; it announced a $1.1B raise at a $8.1B valuation on September 30
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5 days ago
IPO
OpenAI's invite-only Sora app, launched on Tuesday, becomes the top free app in the US App Store, surpassing Gemini and ChatGPT
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5 days ago
Source: OpenAI authorized up to $10.3B in shares for sale, but only $6.6B was sold, which insiders see as a sign of staff confidence and strong investor demand
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6 days ago
China's recently launched K visa program hopes to attract foreign STEM graduates, but faces online backlash over fears of companies favoring overseas applicants
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7 days ago
China
Microsoft launches a $19.99 per month Microsoft 365 Premium subscription, bundling Copilot Pro and Microsoft 365 Family subscriptions along with cloud storage
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8 days ago
Microsoft
An interview with Ring founder Jamie Siminoff, who returned to the company in April, on why he “backs the blue”, how Ring is fighting crime, Amazon, and more
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8 days ago
Amazon
Interview
A judge sentences Frank founder Charlie Javice to 85 months in prison for defrauding JPMorgan Chase by overstating how many customers the fintech company had
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9 days ago
Fintech
JPMorgan
OpenAI rolls out Instant Checkout to let users make single-item purchases directly in ChatGPT, starting with US Etsy sellers, and plans to add Shopify merchants
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9 days ago
Shopify
A look at AI-powered “nudify” tools, which make it fast and easy to make nonconsensual, deepfake porn, and the limited legal options available to their victims
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11 days ago
AI
Anthropic plans to triple its global workforce and expand its applied AI team 5x in 2025, after growing its business clients from ~1K to 300K+ in two years
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12 days ago
AI
China and its media are quiet about the TikTok deal, a notable silence as China can still decide the app’s fate; Chinese social media chatter has been limited
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12 days ago
China
Trump says Xi Jinping approved the TikTok deal, and JD Vance says the transaction values TikTok US at $14B; ByteDance hasn't acknowledged the deal
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13 days ago
Trump
Sources: Oracle, Silver Lake, and MGX will be the main investors in TikTok's US business
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13 days ago
Oracle
Silver
Copenhagen-based Light, which develops AI-powered software to automate financial tasks like accounting and bookkeeping, raised a $30M Series A led by Balderton
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14 days ago
AI
Micron reports Q4 revenue up 46% YoY to $11.32B, vs. $11.22B est., net income up 261% to $3.2B, data center revenue down 22%, and Q1 revenue forecast above est.
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15 days ago
4Q
A look at the Nvidia-OpenAI deal, where Nvidia will invest in $10B tranches; sources say OpenAI informed Microsoft about the deal a day before it was signed
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16 days ago
Microsoft
Nvidia
A look at India's $18.2B chipmaking push, with 10 projects across six states to cut import reliance, as experts question if talent and investment are enough
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16 days ago
India
On the H-1B fee, Jensen Huang says he's “glad” to see “Trump making the moves he's making”; Sam Altman says “outlining financial incentives seems good to me”
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16 days ago
Trump
H1B
Jensen Huang says the 10 GW OpenAI project is equivalent to 4M-5M GPUs; the first phase is expected to come online in H2 2026 using Nvidia's Vera Rubin platform
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16 days ago
Nvidia
Interviews with Apple's Tim Millet, Arun Mathias, and Kaiann Drance on the new neural accelerators in A19 Pro GPU cores, C1X modem, N1 wireless chip, and more
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17 days ago
Apple
Trump says Fox CEO Lachlan Murdoch “is involved” in the ownership group for TikTok US and “Rupert is probably going to be in the group” along with Michael Dell
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17 days ago
Trump
Memos: Amazon, which employs the most H-1B holders at 14K+, and Microsoft advise H-1B staff to avoid travel and return to the US before 12:01am ET on Sept. 21
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18 days ago
Amazon
Microsoft
H1B
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