Articles from www.cnbc.com

Articles from www.cnbc.com

Memo: Satya Nadella says ex-Snap executive Jacob Andreou will lead Copilot for commercial and consumer clients; Mustafa Suleyman will focus on new AI models (www.cnbc.com)
2026-3-18 AI

Amazon begins three-hour deliveries in ~2K US cities and towns and one-hour deliveries in hundreds of those areas, after 2025 pilots; 90K+ products are eligible (www.cnbc.com)
2026-3-17 Amazon

Gecko Robotics secures a $71M US Navy contract to use robots to slash repair time for dated ships, as the US races to reindustrialize its aging defense systems (www.cnbc.com)
2026-3-17 Robot

A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agentic-optimized CPUs, a CPU-only rack, and more (www.cnbc.com)
2026-3-15 Nvidia

Adobe CEO Shantanu Narayen will step down after a successor is named; he became CEO in 2007 and will remain as chair of the board; ADBE drops 6%+ after hours (www.cnbc.com)
2026-3-13 Adobe

Emil Michael says Anthropic's Claude models would “pollute” the DOD's supply chain because they have “a different policy preference” that is baked in (www.cnbc.com)
2026-3-13

Google spins off GFiber, formerly Google Fiber, forming an independent provider with investment firm Stonepeak's Astound; Google will retain a minority stake (www.cnbc.com)
2026-3-12 Google

Atlassian is cutting 10% of its workforce, or ~1,600 jobs, to fund investment in AI and enterprise sales; filing: the cuts will incur $225M-$236M in charges (www.cnbc.com)
2026-3-12 AI Atlassian

How age-verification laws to enhance online child safety are raising surveillance concerns for adults; ~50% of US states have enacted or are advancing such laws (www.cnbc.com)
2026-3-11

Mississippi regulators authorize xAI to build a power plant with 41 natural gas-burning turbines in Southaven to power its data centers (www.cnbc.com)
2026-3-11

Filing: Microsoft files an amicus brief in support of Anthropic and advocates for a temporary restraining order to block the DOD's supply chain risk designation (www.cnbc.com)
2026-3-11 Microsoft

Oracle reports Q3 revenue up 22% YoY to $17.19B, vs. $16.91B est., and cloud revenue up 44% to $8.9B, vs. $8.85B est.; ORCL jumps 6%+ after hours (www.cnbc.com)
2026-3-11 Oracle

AI cybersecurity startup Armadin, started by Mandiant founder Kevin Mandia to build AI agents, raised ~$190M led by Accel; Google bought Mandiant for $5.4B (www.cnbc.com)
2026-3-10 Google Startup AI

xAI aims to build a natural gas power plant in Southaven, MS, to run its data centers; a key meeting with regulators is set on an election day ~200 miles away (www.cnbc.com)
2026-3-10

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)
2026-3-7 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)
2026-3-7 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)
2026-3-6 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)
2026-3-6 Amazon Iran Intelligence

Sam Altman takes subtle swipes at Anthropic, saying “government is supposed to be more powerful than private companies” (www.cnbc.com)
2026-3-6

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)
2026-3-5 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)
2026-3-5 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)
2026-3-4 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)
2026-3-4

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)
2026-3-3

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)
2026-3-3 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)
2026-3-1 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)
2026-2-28 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)
2026-2-27 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)
2026-2-27

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)
2026-2-27 AI Nvidia

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