▶ ai·
From Silicon Valley to DC, the tech world is suddenly obsessed with one concept in AI: Distillation
From Silicon Valley to DC, the tech world is suddenly obsessed with one concept in AI: Distillation CNBC
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▶ ai·
The US, China, and other APEC economies release a statement supporting open models, while emphasizing respect for security, data protection, and IP rights (Evelyn Cheng/CNBC)
Evelyn Cheng / CNBC: The US, China, and other APEC economies release a statement supporting open models, while emphasizing respect for security, data protection, and IP rights — CHENGDU, China — Governments…
▶ ai·
Trump says the US will initiate a probe into the EU's practice of "robbing" US tech giants with fines, threatening the bloc with "substantial" tariffs (Kevin Breuninger/CNBC)
Kevin Breuninger / CNBC: Trump says the US will initiate a probe into the EU's practice of “robbing” US tech giants with fines, threatening the bloc with “substantial” tariffs — President…
▶ ai·
Anthropic's new AI model rivals Fable 5 and is cheaper as businesses fret about costs
Anthropic's new AI model rivals Fable 5 and is cheaper as businesses fret about costs CNBC
▶ ai·
In their letter defending open-weight AI, tech companies urge lawmakers to avoid "premature restrictions" that "stifle competition or drive innovation overseas" (Ashley Capoot/CNBC)
Ashley Capoot / CNBC: In their letter defending open-weight AI, tech companies urge lawmakers to avoid “premature restrictions” that “stifle competition or drive innovation overseas” &mdash…
▶ ai·
Nvidia, Microsoft, Meta warn against 'premature restrictions' of open-weight models
Nvidia, Microsoft, Meta warn against 'premature restrictions' of open-weight models CNBC
▶ ai·
How a Chinese AI model stopped OpenAI’s ‘unprecedented’ cyber attack
How a Chinese AI model stopped OpenAI’s ‘unprecedented’ cyber attack CNBC
▶ ai·
UBP games out scenarios for OpenAI, flags risks to the AI story
UBP games out scenarios for OpenAI, flags risks to the AI story CNBC
▶ ai·
Amazon tells third-party sellers to label product ads with AI-generated people to comply with a NY law requiring the disclosure of "synthetic performers" in ads (Annie Palmer/CNBC)
Annie Palmer / CNBC: Amazon tells third-party sellers to label product ads with AI-generated people to comply with a NY law requiring the disclosure of “synthetic performers” in ads — Amazon is…
▶ ai·
Ukraine ratchets up its attacks on warehouses of Russian e-commerce giant Wildberries, signaling a new phase in the war as it seeks to hamper Russia's economy (Sam Meredith/CNBC)
Sam Meredith / CNBC: Ukraine ratchets up its attacks on warehouses of Russian e-commerce giant Wildberries, signaling a new phase in the war as it seeks to hamper Russia's economy — Ukraine has ratcheted up its…
▶ ai·
Oracle signs 10-year software contract with Pentagon worth up to $7 billion (Jordan Novet/CNBC)
Jordan Novet / CNBC: Oracle signs 10-year software contract with Pentagon worth up to $7 billion … The Pentagon on Thursday announced a contract with Oracle worth almost $7 billion over a decade, a big win for…
▶ ai·
Intel reports Q2 revenue up 25% YoY to $16.1B, vs. $14.42B est., its fastest sales growth in ~15 years on "unprecedented" demand; INTC jumps 10%+ after hours (Kif Leswing/CNBC)
Kif Leswing / CNBC: Intel reports Q2 revenue up 25% YoY to $16.1B, vs. $14.42B est., its fastest sales growth in ~15 years on “unprecedented” demand; INTC jumps 10%+ after hours — Intel reported…
▶ ai·
Tesla stock closed down 14.52% and Alphabet closed down 6.89% after they signaled increased AI spending, amid worries about the mounting costs of the AI boom (Arjun Kharpal/CNBC)
Arjun Kharpal / CNBC: Tesla stock closed down 14.52% and Alphabet closed down 6.89% after they signaled increased AI spending, amid worries about the mounting costs of the AI boom — Shares of Alphabet and Tesla…
▶ ai·
OpenAI's Hugging Face hack triggers 'AI Kill Switch' bill in Congress
OpenAI's Hugging Face hack triggers 'AI Kill Switch' bill in Congress CNBC
▶ ai·
IBM reports Q2 revenue up 1% YoY to $17.2B, vs. $17.6B est., infrastructure revenue down 7% to $3.8B, Z mainframe revenue down 42%, and lowers its 2026 forecast (Jordan Novet/CNBC)
Jordan Novet / CNBC: IBM reports Q2 revenue up 1% YoY to $17.2B, vs. $17.6B est., infrastructure revenue down 7% to $3.8B, Z mainframe revenue down 42%, and lowers its 2026 forecast — IBM on Wednesday lowered its…
▶ ai·
Reddit's stock closed down 8.32% after a report that the company was considering ending Google's access to its content for AI training; RDDT is down ~26% YTD (CJ Haddad/CNBC)
CJ Haddad / CNBC: Reddit's stock closed down 8.32% after a report that the company was considering ending Google's access to its content for AI training; RDDT is down ~26% YTD — Shares of Reddit slid 9% on…
▶ ai·
This is the stock to buy after OpenAI's AI agent goes rogue in a cybersecurity test
This is the stock to buy after OpenAI's AI agent goes rogue in a cybersecurity test CNBC
▶ ai·
OpenAI cyber models broke out of training environment to hack Hugging Face
OpenAI cyber models broke out of training environment to hack Hugging Face CNBC
▶ ai·
AMD to invest up to $5 billion in Anthropic as part of computing power deal
AMD to invest up to $5 billion in Anthropic as part of computing power deal CNBC
▶ ai·
TSMC forecasts "several years" of margin dilution as overseas fab projects ramp up; the company has announced $200B in investment into US manufacturing (Kai Nicol-Schwarz/CNBC)
Kai Nicol-Schwarz / CNBC: TSMC forecasts “several years” of margin dilution as overseas fab projects ramp up; the company has announced $200B in investment into US manufacturing — Pressure from…
▶ ai·
The Fed rang the alarm about Anthropic's Mythos AI model — but had to go months without it
The Fed rang the alarm about Anthropic's Mythos AI model — but had to go months without it CNBC
▶ ai·
OpenAI appoints two new members to board of directors
OpenAI appoints two new members to board of directors CNBC
▶ ai·
Federal lobbying disclosures: Anthropic spent $1.97M in Q2, up 26% QoQ, and OpenAI spent $1.2M, up 18%; Meta remained the largest spender at $5.99M, down 15% (Luke Fountain/CNBC)
Luke Fountain / CNBC: Federal lobbying disclosures: Anthropic spent $1.97M in Q2, up 26% QoQ, and OpenAI spent $1.2M, up 18%; Meta remained the largest spender at $5.99M, down 15% — OpenAI and Anthropic increased…
▶ ai·
OpenAI, Anthropic boost lobbying as legacy tech and defense spending slips
OpenAI, Anthropic boost lobbying as legacy tech and defense spending slips CNBC
▶ gemini·
Google says Gemini 3.6 Flash delivers better coding, knowledge work, and multimodal performance while reducing output token usage by up to 17% vs. 3.5 Flash (MacKenzie Sigalos/CNBC)
MacKenzie Sigalos / CNBC: Google says Gemini 3.6 Flash delivers better coding, knowledge work, and multimodal performance while reducing output token usage by up to 17% vs. 3.5 Flash — Alphabet is releasing three…
▶ ai·
US Treasury Secretary Scott Bessent says the Trump administration is looking into Chinese AI models over distillation claims and it could "sanction them" (Ashley Capoot/CNBC)
Ashley Capoot / CNBC: US Treasury Secretary Scott Bessent says the Trump administration is looking into Chinese AI models over distillation claims and it could “sanction them” — U.S. Treasury…
▶ ai·
Bessent says U.S. could sanction China over AI model 'theft'
Bessent says U.S. could sanction China over AI model 'theft' CNBC
▶ ai·
Google DeepMind CEO pushes for AI watchdog in Washington
Google DeepMind CEO pushes for AI watchdog in Washington CNBC
▶ ai·
AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+ (Katie Tarasov/CNBC)
Katie Tarasov / CNBC: AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+ — After a decade-long comeback…
▶ ai·
OpenAI chairman Bret Taylor on AI tokenomics, token efficiency
OpenAI chairman Bret Taylor on AI tokenomics, token efficiency CNBC
▶ ai·
OpenAI chairman Brett Taylor on AI tokenomics, token efficiency
OpenAI chairman Brett Taylor on AI tokenomics, token efficiency CNBC
▶ ai·
Watch CNBC's full interview with OpenAI chairman and Sierra co-founder Brett Taylor
Watch CNBC's full interview with OpenAI chairman and Sierra co-founder Brett Taylor CNBC
▶ ai·
Google DeepMind CEO in Washington: Here's what to expect
Google DeepMind CEO in Washington: Here's what to expect CNBC
▶ ai·
TSMC CFO Wendell Huang says TSMC will use its new $100B US commitment, announced last week, to expand its Arizona capacity amid a "multi-year demand mega trend" (Jenny Lee/CNBC)
Jenny Lee / CNBC: TSMC CFO Wendell Huang says TSMC will use its new $100B US commitment, announced last week, to expand its Arizona capacity amid a “multi-year demand mega trend” — TSMC is racing to…
▶ ai·
The White House is dictating access to frontier AI models, shifting power from tech giants, sources say
The White House is dictating access to frontier AI models, shifting power from tech giants, sources say CNBC
▶ ai·
Latest Chinese AI model reaffirms OpenAI and Anthropic need to continue to invest: Creative Strategies CEO
Latest Chinese AI model reaffirms OpenAI and Anthropic need to continue to invest: Creative Strategies CEO CNBC
▶ ai·
Anthropic in early talks with Meta to acquire compute power
Anthropic in early talks with Meta to acquire compute power CNBC
▶ ai·
Anthropic in early talks with Meta to acquire compute power
Anthropic in early talks with Meta to acquire compute power CNBC
▶ ai·
Chinese startup Moonshot AI unveils Kimi model it says rivals OpenAI, Anthropic
Chinese startup Moonshot AI unveils Kimi model it says rivals OpenAI, Anthropic CNBC
▶ claude·
During an internal meeting, Satya Nadella criticized Claude Fable 5 for being "editorially controlled", saying its refusal to do "random things" makes no sense (Jordan Novet/CNBC)
Jordan Novet / CNBC: During an internal meeting, Satya Nadella criticized Claude Fable 5 for being “editorially controlled”, saying its refusal to do “random things” makes no sense &mdash…
▶ ai·
Microsoft's Nadella criticizes Anthropic's Fable for being 'editorially controlled'
Microsoft's Nadella criticizes Anthropic's Fable for being 'editorially controlled' CNBC
▶ ai·
Netflix reports Q2 revenue up 13% YoY to $12.56B, vs. $12.59B est., and says it will give fewer engagement updates starting in 2027; NFLX drops 7%+ after hours (Lillian Rizzo/CNBC)
Lillian Rizzo / CNBC: Netflix reports Q2 revenue up 13% YoY to $12.56B, vs. $12.59B est., and says it will give fewer engagement updates starting in 2027; NFLX drops 7%+ after hours — Netflix reported…
▶ ai·
Watch CNBC's full interview with OpenAI Chairman Bret Taylor
Watch CNBC's full interview with OpenAI Chairman Bret Taylor CNBC
▶ ai·
OpenAI Chairman Bret Taylor on Apple lawsuit: We have no interest in other companies' trade secrets
OpenAI Chairman Bret Taylor on Apple lawsuit: We have no interest in other companies' trade secrets CNBC
▶ ai·
OpenAI Chairman Bret Taylor: We have no update on IPO plans
OpenAI Chairman Bret Taylor: We have no update on IPO plans CNBC
▶ ai·
Fireworks, which helps developers access AI chips and open-source models, raised $1.5B at a $17.5B valuation and says it has exceeded $1B in annualized revenue (Jordan Novet/CNBC)
Jordan Novet / CNBC: Fireworks, which helps developers access AI chips and open-source models, raised $1.5B at a $17.5B valuation and says it has exceeded $1B in annualized revenue — The cost of the latest…
▶ ai·
Nvidia unveils Cosmos 3 Edge, a world model designed for robots and vision AI agents to perceive and navigate physical environments in real time (Jenny Lee/CNBC)
Jenny Lee / CNBC: Nvidia unveils Cosmos 3 Edge, a world model designed for robots and vision AI agents to perceive and navigate physical environments in real time — Nvidia unveiled a new AI model for robots and…
▶ ai·
TSMC reports Q2 revenue up 36% YoY to ~$39.45B, net income up 77.4% YoY to ~$21.9B, both above est., and says chips 7nm or smaller were 77% of its wafer revenue (Jenny Lee/CNBC)
Jenny Lee / CNBC: TSMC reports Q2 revenue up 36% YoY to ~$39.45B, net income up 77.4% YoY to ~$21.9B, both above est., and says chips 7nm or smaller were 77% of its wafer revenue — Choose CNBC as your preferred…
▶ ai·
SpaceX shares fell for a fourth-straight session on Wednesday, briefly dropping below their $135 IPO price for the first time before closing at $135.27 (Samantha Subin/CNBC)
Samantha Subin / CNBC: SpaceX shares fell for a fourth-straight session on Wednesday, briefly dropping below their $135 IPO price for the first time before closing at $135.27 — SpaceX shares fell for a…
▶ ai·
Anthropic moves closer to mega-IPO as bankers line up investor meetings
Anthropic moves closer to mega-IPO as bankers line up investor meetings CNBC