Articles from www.cnbc.com

Articles from www.cnbc.com

Meta and Broadcom announce an expanded partnership to co-develop multiple generations of Meta's MTIA chips; Broadcom CEO Hock Tan plans to leave Meta's board (www.cnbc.com)
2026-4-15

Nvidia stock rose 18%+ over the past ten days, its longest winning streak since 2023; Jensen Huang said in March that Nvidia has $1T of GPU orders through 2027 (www.cnbc.com)
2026-4-15 Nvidia

Oracle expands its partnership with fuel cell maker Bloom to procure up to 2.8 GW of capacity, after receiving a warrant to purchase $400M of Bloom stock (www.cnbc.com)
2026-4-14 Oracle

Internal memo: OpenAI Chief Revenue Officer Denise Dresser says the Microsoft deal “limited our ability” to reach clients on Bedrock and touts its Amazon deal (www.cnbc.com)
2026-4-13 Amazon Microsoft

OpenAI plans to open its first permanent London office with a 500+ staff capacity; in February, OpenAI said it would make London its largest non-US research hub (www.cnbc.com)
2026-4-13 London

Takeaways from HumanX, one of the AI industry's main events: Claude Code dominated the conversation, while some execs noted China's lead in open-weight models (www.cnbc.com)
2026-4-12 China AI

Sources: a week before Mythos release, JD Vance and Scott Bessent questioned Amodei, Altman, and others about AI model security and responding to cyber attacks (www.cnbc.com)
2026-4-11 AI

Meta commits to spending additional $21B on AI cloud infrastructure from CoreWeave, running from 2027 to 2032, on top of its prior $14.2B deal that ends in 2031 (www.cnbc.com)
2026-4-9 AI

TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity (www.cnbc.com)
2026-4-9 Nvidia

CFO Sarah Friar says OpenAI will “for sure” reserve shares for retail investors in its IPO, after “strong demand” from individuals in its latest funding round (www.cnbc.com)
2026-4-9 IPO Retail

Meta will offer Muse Spark in private preview via API to select partners, and plans to offer paid API access to a wider audience at a later date; META jumps 8%+ (www.cnbc.com)
2026-4-9

Alibaba and China Telecom launch a data center in southern China that is powered by 10,000 of Alibaba's Zhenwu chips designed for AI training and inferencing (www.cnbc.com)
2026-4-9 China Alibaba AI

A look at Catches and other startups that are offering AI tools to let shoppers visualize fit and style before buying clothes, aiming to curb online returns (www.cnbc.com)
2026-4-7 Startup AI

OpenAI sends a letter to the California and Delaware AGs, urging them to investigate “anti-competitive behavior” by Elon Musk, ahead of a trial in April (www.cnbc.com)
2026-4-7 Elon Musk California

Filing: Broadcom agrees to produce future versions of Google's TPUs and expands its Anthropic deal to give the startup access to ~3.5 GW of computing capacity (www.cnbc.com)
2026-4-7 Google Startup

Chinese semiconductor companies like SMIC reported record 2025 revenue, driven by AI demand and China's self-sufficiency push as a result of US restrictions (www.cnbc.com)
2026-4-4 China AI

Amazon adds a 3.5% fuel and logistics surcharge to fulfillment fees for US and Canadian third-party sellers from April 17, as the Iran war drives up oil prices (www.cnbc.com)
2026-4-3 Amazon Canada Iran Logistics

The CFTC sues Arizona, Connecticut, and Illinois over their actions against prediction markets, saying it has the “exclusive” authority to regulate such markets (www.cnbc.com)
2026-4-3 CFTC

Austin-based Saronic, which builds military autonomous ships, raised a $1.75B Series D led by Kleiner Perkins at a $9.25B valuation, up from $4B in Feb. 2025 (www.cnbc.com)
2026-4-1

Anthropic confirms it leaked parts of Claude Code's source code, saying the leak was “a release packaging issue caused by human error, not a security breach” (www.cnbc.com)
2026-4-1

Snap shares climbed 14% on Tuesday after activist investor Irenic suggested changes to boost the stock's value 7x, such as cutting staff by 21% and ending Specs (www.cnbc.com)
2026-4-1

Microsoft stock plunged 23% in Q1, a steeper drop than any of its tech peers or the Nasdaq, and its steepest quarterly drop since the 2008 financial crisis (www.cnbc.com)
2026-4-1 Microsoft

OpenAI closed a $122B funding round led by SoftBank, a16z, and others at an $852B post-money valuation, after previously announcing the round would total $110B (www.cnbc.com)
2026-4-1

Sources: Oracle is cutting thousands of jobs in its latest layoffs as the company continues to ramp AI spending; as of May 2025, Oracle employed 162,000 people (www.cnbc.com)
2026-4-1 AI Oracle Layoffs

Micron shares closed down 10% on Monday and are now down 30% since Micron's blowout earnings report on March 18; Sandisk fell 7% and Western Digital dropped 9% (www.cnbc.com)
2026-3-31 Western Digital

Hong Kong-listed AI drug discovery company Insilico Medicine and Eli Lilly sign a drug co-development deal worth up to $2.75B, with $115M in upfront payments (www.cnbc.com)
2026-3-30 Hong Kong AI

A Jeffrey Epstein victim files a class action against the Trump administration and Google, claiming Google's search and AI Mode published victims' personal info (www.cnbc.com)
2026-3-28 Trump Google AI

Tech stocks suffer their worst week in almost a year, driven by the Iran war and Meta's legal defeats; Meta fell 11%, Alphabet fell ~9%, and Microsoft fell ~7% (www.cnbc.com)
2026-3-28 Microsoft Iran Alphabet

China's broadening Manus review raises doubts about the “Singapore-washing” model; sources: Meta moved 100+ Manus employees to Singapore in early March (www.cnbc.com)
2026-3-28 China Singapore

A US judge grants Anthropic's request for a preliminary injunction in its suit against the Trump administration over the DOD's decision to blacklist the company (www.cnbc.com)
2026-3-27 Trump

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