▶ ai·
LightShed's Walter Piecyk on Apple-OpenAI lawsuit: You don't sue someone you're not worried about
LightShed's Walter Piecyk on Apple-OpenAI lawsuit: You don't sue someone you're not worried about CNBC
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▶ ai·
In the wake of China's "embodied AI" push, there's an urgency among China's 100+ humanoid startups to launch IPOs; LimX Dynamics raises $200M in a pre-IPO round (Evelyn Cheng/CNBC)
Evelyn Cheng / CNBC: In the wake of China's “embodied AI” push, there's an urgency among China's 100+ humanoid startups to launch IPOs; LimX Dynamics raises $200M in a pre-IPO round — BEIJING &mdash…
▶ ai·
Apple lawsuit is a major problem for OpenAI while its looking to go public, says Jim Cramer
Apple lawsuit is a major problem for OpenAI while its looking to go public, says Jim Cramer CNBC
▶ ai·
OpenAI has not been great at managing partnerships, says Big Technology's Kantrowitz
OpenAI has not been great at managing partnerships, says Big Technology's Kantrowitz CNBC
▶ ai·
Apple built 'very strong case' against OpenAI for preliminary injunction: TD Cowen's Gallant
Apple built 'very strong case' against OpenAI for preliminary injunction: TD Cowen's Gallant CNBC
▶ ai·
What to know about Apple's case against OpenAI
What to know about Apple's case against OpenAI CNBC
▶ ai·
Apple lawsuit could reveal OpenAI's hardware plans
Apple lawsuit could reveal OpenAI's hardware plans CNBC
▶ ai·
Elon Musk and Sam Altman spar on X over Apple's lawsuit against OpenAI
Elon Musk and Sam Altman spar on X over Apple's lawsuit against OpenAI CNBC
▶ ai·
Apple sues OpenAI alleging trade secret theft: Here's what to know
Apple sues OpenAI alleging trade secret theft: Here's what to know CNBC
▶ ai·
Apple sues OpenAI, alleges AI giant stole trade secrets
Apple sues OpenAI, alleges AI giant stole trade secrets CNBC
▶ ai·
SK Hynix's shares fall 15%+ in Seoul, posting its largest-ever fall, after a strong Nasdaq debut, as investors book profit amid US share valuation uncertainty (Lee Ying Shan/CNBC)
Lee Ying Shan / CNBC: SK Hynix's shares fall 15%+ in Seoul, posting its largest-ever fall, after a strong Nasdaq debut, as investors book profit amid US share valuation uncertainty — SK Hynix shares tumbled more…
▶ ai·
Elon Musk and Sam Altman spar on X after Apple files OpenAI lawsuit
Elon Musk and Sam Altman spar on X after Apple files OpenAI lawsuit CNBC
▶ ai·
Apple says OpenAI stole its secrets to build rival hardware
Apple says OpenAI stole its secrets to build rival hardware CNBC
▶ ai·
Needham's Laura Martin on why she prefers Reddit's 'human intelligence' to Meta's artificial intelligence
Needham's Laura Martin on why she prefers Reddit's 'human intelligence' to Meta's artificial intelligence CNBC
▶ ai·
Apple suing OpenAI over alleged trade secret theft
Apple suing OpenAI over alleged trade secret theft CNBC
▶ ai·
Apple alleges that Tang Tan, OpenAI's chief hardware officer and a former Apple VP, has directed Apple staffers interviewing at OpenAI to share Apple secrets (CNBC)
CNBC: Apple alleges that Tang Tan, OpenAI's chief hardware officer and a former Apple VP, has directed Apple staffers interviewing at OpenAI to share Apple secrets — Apple on Friday sued OpenAI in federal court…
▶ ai·
Apple sues OpenAI alleging trade secret theft, says scheme was 'at every level'
Apple sues OpenAI alleging trade secret theft, says scheme was 'at every level' CNBC
▶ ai·
Source: Greg Brockman will continue to oversee OpenAI's products as the company doesn't plan to hire anyone to replace Fidji Simo after she stepped down (CNBC)
CNBC: Source: Greg Brockman will continue to oversee OpenAI's products as the company doesn't plan to hire anyone to replace Fidji Simo after she stepped down — There's a new second-in-command at OpenAI. &mdash…
▶ ai·
OpenAI power consolidates under co-founder Greg Brockman ahead of prospective IPO
OpenAI power consolidates under co-founder Greg Brockman ahead of prospective IPO CNBC
▶ ai·
SK Hynix opens up 14% at $170 after raising $26.5B in the largest ever US market debut by a foreign company (Kif Leswing/CNBC)
Kif Leswing / CNBC: SK Hynix opens up 14% at $170 after raising $26.5B in the largest ever US market debut by a foreign company — SK Hynix opened at $170 on the Nasdaq on Friday, rising about 14%, as U.S…
▶ ai·
OpenAI exec Fidji Simo steps down
OpenAI exec Fidji Simo steps down CNBC
▶ ai·
OpenAI exec Fidji Simo says she's stepping down due to chronic illness, will transition to advisor
OpenAI exec Fidji Simo says she's stepping down due to chronic illness, will transition to advisor CNBC
▶ gpt·
OpenAI's GPT-5.6: CEO Sam Altman says it is 54% more token efficient relative to rivals
OpenAI's GPT-5.6: CEO Sam Altman says it is 54% more token efficient relative to rivals CNBC
▶ ai·
Anthropic appoints former Fed Chair Ben Bernanke to its independent trust
Anthropic appoints former Fed Chair Ben Bernanke to its independent trust CNBC
▶ ai·
CNBC Exclusive: Transcript: OpenAI CEO Sam Altman Speaks with CNBC’s Julia Boorstin on “Squawk on the Street” Today
CNBC Exclusive: Transcript: OpenAI CEO Sam Altman Speaks with CNBC’s Julia Boorstin on “Squawk on the Street” Today CNBC
▶ ai·
OpenAI CEO Sam Altman on whether the company will go public this year: 'I don't know'
OpenAI CEO Sam Altman on whether the company will go public this year: 'I don't know' CNBC
▶ ai·
OpenAI's newest AI model is 54% more token efficient on agentic coding, Altman tells CNBC
OpenAI's newest AI model is 54% more token efficient on agentic coding, Altman tells CNBC CNBC
▶ ai·
OpenAI CEO: Chinese open-source models are getting very good
OpenAI CEO: Chinese open-source models are getting very good CNBC
▶ ai·
Meta jumps into AI coding market in effort to chase Anthropic and OpenAI
Meta jumps into AI coding market in effort to chase Anthropic and OpenAI CNBC
▶ ai·
Meta announces its first data center in Canada, a 1GW facility in Alberta that will cost the company about $9B and take two to three years to construct (Jonathan Vanian/CNBC)
Jonathan Vanian / CNBC: Meta announces its first data center in Canada, a 1GW facility in Alberta that will cost the company about $9B and take two to three years to construct — Meta's AI expansion is heading…
▶ gpt·
OpenAI to publicly release GPT-5.6, rolls out conversational AI models
OpenAI to publicly release GPT-5.6, rolls out conversational AI models CNBC
▶ gpt·
OpenAI secures U.S. regulatory green light for GPT-5.6 rollout, Axios report says
OpenAI secures U.S. regulatory green light for GPT-5.6 rollout, Axios report says CNBC
▶ claude code·
China warns about AI risks with Anthropic's Claude Code
China warns about AI risks with Anthropic's Claude Code CNBC
▶ ai·
US lawmakers are considering strategies to curb US companies' growing adoption of Chinese AI models, as a House committee investigation investigates the risks (Kai Nicol-Schwarz/CNBC)
Kai Nicol-Schwarz / CNBC: US lawmakers are considering strategies to curb US companies' growing adoption of Chinese AI models, as a House committee investigation investigates the risks — U.S. lawmakers are…
▶ ai·
A look at Chinese lidar maker Hesai, blacklisted by the US DOD in 2024, as it expands in the US; Hesai says it has ~33% of the global automotive lidar market (CNBC)
CNBC: A look at Chinese lidar maker Hesai, blacklisted by the US DOD in 2024, as it expands in the US; Hesai says it has ~33% of the global automotive lidar market — Robots on the factory floor. Self-driving…
▶ ai·
Kalshi traders see slim odds U.S. government will take a stake in OpenAI this year
Kalshi traders see slim odds U.S. government will take a stake in OpenAI this year CNBC
▶ ai·
Meta enters AI image model race in bid to court advertisers and subscribers
Meta enters AI image model race in bid to court advertisers and subscribers CNBC
▶ ai·
U.S. cyber agency reportedly uses Anthropic's Mythos to scan government code for vulnerabilities
U.S. cyber agency reportedly uses Anthropic's Mythos to scan government code for vulnerabilities CNBC
▶ ai·
OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%, up from 11% over the previous 12 months (Kai Nicol-Schwarz/CNBC)
Kai Nicol-Schwarz / CNBC: OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%, up from 11% over the previous 12 months — Chinese-built AI models…
▶ ai·
Chinese AI models are gaining ground with U.S. companies as OpenAI, Anthropic costs surge
Chinese AI models are gaining ground with U.S. companies as OpenAI, Anthropic costs surge CNBC
▶ ai·
China's Alibaba bans Anthropic AI for employees after 'distillation attack' accusation
China's Alibaba bans Anthropic AI for employees after 'distillation attack' accusation CNBC
▶ ai·
TeraWulf CEO on Anthropic deal: Demand for power is very significant and it's the tip of the iceberg
TeraWulf CEO on Anthropic deal: Demand for power is very significant and it's the tip of the iceberg CNBC
▶ ai·
Anthropic signs a 20-year, ~$19B lease to use a TeraWulf data center in Kentucky, set to have a ~400MW capacity and to start delivering power in H2 2027 (CNBC)
CNBC: Anthropic signs a 20-year, ~$19B lease to use a TeraWulf data center in Kentucky, set to have a ~400MW capacity and to start delivering power in H2 2027 — Anthropic on Monday signed a 20-year lease to use a…
▶ ai·
TeraWulf shares soar after Anthropic leases data center in Kentucky
TeraWulf shares soar after Anthropic leases data center in Kentucky CNBC
▶ ai·
SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture (Anniek Bao/CNBC)
Anniek Bao / CNBC: SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture — NVIDIA's next marquee product…
▶ ai·
Robitics is the single biggest beneficiary of China's AI language model price war: Strategist
Robitics is the single biggest beneficiary of China's AI language model price war: Strategist CNBC
▶ ai·
Jim Cramer: What caused the pre-holiday chip stock slump and what to do about it
Jim Cramer: What caused the pre-holiday chip stock slump and what to do about it CNBC
▶ ai·
Here's why OpenAI could want the U.S. government to take a stake in AI firms
Here's why OpenAI could want the U.S. government to take a stake in AI firms CNBC
▶ ai·
Tusk Ventures CEO on OpenAI proposing a 5% stake to the government: 'It makes zero sense'
Tusk Ventures CEO on OpenAI proposing a 5% stake to the government: 'It makes zero sense' CNBC
▶ ai·
EZ Primary Research CEO lays out his bear case for OpenAI and Anthropic
EZ Primary Research CEO lays out his bear case for OpenAI and Anthropic CNBC