▶ ai·
Anthropic's annual run rate surpasses $65 billion, according to sources
Anthropic's annual run rate surpasses $65 billion, according to sources CNBC
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▶ ai·
Opening arguments begin Tuesday in the state AGs' social media addiction lawsuit against Meta; New Mexico AG says the consequences could be "astronomical" (Jonathan Vanian/CNBC)
Jonathan Vanian / CNBC: Opening arguments begin Tuesday in the state AGs' social media addiction lawsuit against Meta; New Mexico AG says the consequences could be “astronomical” — If New Mexico…
▶ ai·
Anthropic tells investors annualized revenue run rate climbed to $65 billion in July
Anthropic tells investors annualized revenue run rate climbed to $65 billion in July CNBC
▶ ai·
OpenAI president plays down string of executive departures
OpenAI president plays down string of executive departures CNBC
▶ ai·
Nvidia's $500B funding package announcement for AI infrastructure follows SEC's July guidance that confirmed looser restrictions for data center securitizations (Tobias Burns/CNBC)
Tobias Burns / CNBC: Nvidia's $500B funding package announcement for AI infrastructure follows SEC's July guidance that confirmed looser restrictions for data center securitizations — Recent Securities and…
▶ ai·
OpenAI President Greg Brockman on exec departures
OpenAI President Greg Brockman on exec departures CNBC
▶ gpt·
Credit card issuer Synchrony partners with OpenAI for ChatGPT shopping
Credit card issuer Synchrony partners with OpenAI for ChatGPT shopping CNBC
▶ gpt·
Synchrony, credit card issuer to Amazon and Walmart, partners with OpenAI for ChatGPT shopping
Synchrony, credit card issuer to Amazon and Walmart, partners with OpenAI for ChatGPT shopping CNBC
▶ ai·
Credit card issuer Synchrony announces partnership with OpenAI
Credit card issuer Synchrony announces partnership with OpenAI CNBC
▶ ai·
Nvidia backing $105 billion in financing for OpenAI data center in Ohio
Nvidia backing $105 billion in financing for OpenAI data center in Ohio CNBC
▶ ai·
Watch CNBC's full interview with OpenAI co-founder and president Greg Brockman
Watch CNBC's full interview with OpenAI co-founder and president Greg Brockman CNBC
▶ ai·
OpenAI President Greg Brockman: Compute is becoming the new oil of the AI age
OpenAI President Greg Brockman: Compute is becoming the new oil of the AI age CNBC
▶ ai·
OpenAI's Brockman brushes off concerns about leadership changes in CNBC exclusive
OpenAI's Brockman brushes off concerns about leadership changes in CNBC exclusive CNBC
▶ ai·
OpenAI President Greg Brockman on leadership changes: Don't think it's actually that atypical
OpenAI President Greg Brockman on leadership changes: Don't think it's actually that atypical CNBC
▶ ai·
Alibaba answers Meta’s AI challenge with new laptop-ready model
Alibaba answers Meta’s AI challenge with new laptop-ready model CNBC
▶ qwen·
Alibaba's Qwen surpasses rivals in downloads, 'tipping point' for investors rotating in China AI
Alibaba's Qwen surpasses rivals in downloads, 'tipping point' for investors rotating in China AI CNBC
▶ ai·
CNBC Daily Open: U.S. Navy faces mental health challenges as Mideast conflict drags on
CNBC Daily Open: U.S. Navy faces mental health challenges as Mideast conflict drags on CNBC
▶ ai·
Nvidia eyes investing $3 billion in SoftBank's SB Energy under OpenAI data center deal, Information says
Nvidia eyes investing $3 billion in SoftBank's SB Energy under OpenAI data center deal, Information says CNBC
▶ ai·
Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter
Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter CNBC
▶ ai·
Plexo Capital's Lo Toney reacts to executive shake-ups at OpenAI
Plexo Capital's Lo Toney reacts to executive shake-ups at OpenAI CNBC
▶ gpt·
Source: OpenAI CFO told investors that enterprise business now generates more revenue than ChatGPT-led consumer business; enterprise customers grew 32% in July (Kate Rooney/CNBC)
Kate Rooney / CNBC: Source: OpenAI CFO told investors that enterprise business now generates more revenue than ChatGPT-led consumer business; enterprise customers grew 32% in July — At the end of a week of…
▶ ai·
Dresser's OpenAI departure changes things internally for the company: Loop Capital's Rob Sanderson
Dresser's OpenAI departure changes things internally for the company: Loop Capital's Rob Sanderson CNBC
▶ ai·
OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue
OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue CNBC
▶ ai·
OpenAI faces talent exodus
OpenAI faces talent exodus CNBC
▶ ai·
OpenAI talent exodus raises 'huge red flag' ahead of IPO
OpenAI talent exodus raises 'huge red flag' ahead of IPO CNBC
▶ ai·
OpenAI's talent exodus: Here's what you need to know
OpenAI's talent exodus: Here's what you need to know CNBC
▶ ai·
Anthropic's investor talks, Workday's stock surge, Apple's new facility and more in Morning Squawk
Anthropic's investor talks, Workday's stock surge, Apple's new facility and more in Morning Squawk CNBC
▶ ai·
OpenAI on pace for annualized revenue of more than $40B: Report
OpenAI on pace for annualized revenue of more than $40B: Report CNBC
▶ ai·
Reddit will join the S&P 500 on August 18, becoming only the second pure-play social media company in the index after Meta; RDDT jumps 10%+ after hours (Jonathan Vanian/CNBC)
Jonathan Vanian / CNBC: Reddit will join the S&P 500 on August 18, becoming only the second pure-play social media company in the index after Meta; RDDT jumps 10%+ after hours — Reddit shares rose 11% in extended…
▶ ai·
ERock CEO on Anthropic power deal
ERock CEO on Anthropic power deal CNBC
▶ ai·
This unique power company is a play on the Anthropic IPO. Bank of America says it has room to run
This unique power company is a play on the Anthropic IPO. Bank of America says it has room to run CNBC
▶ ai·
Anthropic CFO Krishna Rao is leading early IPO meetings with investors and has not discussed valuation, sources say
Anthropic CFO Krishna Rao is leading early IPO meetings with investors and has not discussed valuation, sources say CNBC
▶ ai·
OpenAI revenue chief Denise Dresser leaving, second major executive departure in days
OpenAI revenue chief Denise Dresser leaving, second major executive departure in days CNBC
▶ ai·
OpenAI loses revenue chief Denise Dresser, second major executive departure in days
OpenAI loses revenue chief Denise Dresser, second major executive departure in days CNBC
▶ ai·
Anthropic investors eye record $2 trillion IPO: Report
Anthropic investors eye record $2 trillion IPO: Report CNBC
▶ ai·
Anthropic not discussing financials in early IPO investor meetings
Anthropic not discussing financials in early IPO investor meetings CNBC
▶ ai·
Databricks closed a $5B funding round at a $190B valuation, six months after raising $5B at a $134B valuation, and says it has crossed $7B in revenue run rate (Samantha Subin/CNBC)
Samantha Subin / CNBC: Databricks closed a $5B funding round at a $190B valuation, six months after raising $5B at a $134B valuation, and says it has crossed $7B in revenue run rate — Databricks on Thursday said…
▶ ai·
'Big Short' investor Steve Eisman sees an Achilles' heel in the AI boom
'Big Short' investor Steve Eisman sees an Achilles' heel in the AI boom CNBC
▶ ai·
Inside SK Hynix's $720B Yongin Cluster, which it says will be the world's largest network of memory factories and is set to go into production in February 2027 (Katie Tarasov/CNBC)
Katie Tarasov / CNBC: Inside SK Hynix's $720B Yongin Cluster, which it says will be the world's largest network of memory factories and is set to go into production in February 2027 — In South Korea, where a…
▶ gemini·
A look at the challenges facing incoming Google DeepMind head Koray Kavukcuoglu, who joined DeepMind in 2012 and will oversee Gemini and frontier AI research (Kai Nicol-Schwarz/CNBC)
Kai Nicol-Schwarz / CNBC: A look at the challenges facing incoming Google DeepMind head Koray Kavukcuoglu, who joined DeepMind in 2012 and will oversee Gemini and frontier AI research — DeepMind's new boss is set…
▶ ai·
CNBC Daily Open: Chips, ships and a sliding yen
CNBC Daily Open: Chips, ships and a sliding yen CNBC
▶ ai·
Google’s new AI boss inherits a race to catch OpenAI and Anthropic
Google’s new AI boss inherits a race to catch OpenAI and Anthropic CNBC
▶ ai·
Google’s new AI boss inherits a race to catch OpenAI and Anthropic
Google’s new AI boss inherits a race to catch OpenAI and Anthropic CNBC
▶ ai·
AI agents' 'alarming' hacking skills creates rush to spend on cybersecurity
AI agents' 'alarming' hacking skills creates rush to spend on cybersecurity CNBC
▶ ai·
Huge pressure on OpenAI and Anthropic to continue spending as they head toward listings: Expert
Huge pressure on OpenAI and Anthropic to continue spending as they head toward listings: Expert CNBC
▶ ai·
'Big Short' trader Steve Eisman: Future of hyperscalers hinge on bet OpenAI and Anthropic will succeed
'Big Short' trader Steve Eisman: Future of hyperscalers hinge on bet OpenAI and Anthropic will succeed CNBC
▶ ai·
CoreWeave reports Q2 revenue up 112% YoY to $2.58B, vs. $2.56B est., and a $104B revenue backlog, with 1.5 GW of contracted power; CRWV jumps 9%+ after hours (Jordan Novet/CNBC)
Jordan Novet / CNBC: CoreWeave reports Q2 revenue up 112% YoY to $2.58B, vs. $2.56B est., and a $104B revenue backlog, with 1.5 GW of contracted power; CRWV jumps 9%+ after hours — CoreWeave shares jumped 14% in…
▶ ai·
Riot signs $9.1 billion Anthropic deal
Riot signs $9.1 billion Anthropic deal CNBC
▶ ai·
Riot Platforms strikes deal with Anthropic as bitcoin miners shift focus to AI infrastructure
Riot Platforms strikes deal with Anthropic as bitcoin miners shift focus to AI infrastructure CNBC
▶ ai·
Longtime OpenAI executive Brad Lightcap leaves as shake-up at AI lab continues
Longtime OpenAI executive Brad Lightcap leaves as shake-up at AI lab continues CNBC