The Google Midlothian Data Center in Texas, Nov. 14, 2025. Ron Jenkins | Getty Images Alphabet, Microsoft, Meta and Amazon are expected to spend nearly $700 billion combined this year to fuel their AI build-outs. For investors who love cash above all else, some warning signs may be flashing. With the heart of tech earnings…
Google CEO Sundar Pichai gestures to the crowd during Google’s annual I/O developers conference in Mountain View, California, on May 20, 2025. Camille Cohen | Afp | Getty Images Alphabet beat on the top and bottom lines in its fourth-quarter earnings report on Wednesday, and said it expects to significantly increase spending on artificial intelligence in…
Sen. Elizabeth Warren speaks, alongside Sen. Ron Wyden, to press in the Capitol, Feb. 3, 2025. Kayla Bartkowski | Getty Images Sens. Elizabeth Warren, Ron Wyden and Richard Blumenthal called on federal agencies to scrutinize AI deals from Nvidia, Meta and Google for potential antitrust violations, in a letter shared with CNBC. The three Democrats…
Andy Jassy, CEO of Amazon, speaking with CNBC at the World Economic Forum in Davos, Switzerland, Jan. 20, 2026. CNBC Amazon is in talks to invest up to $50 billion in OpenAI, CNBC confirmed on Thursday, in a significant vote of confidence from the e-commerce giant after it invested in one of the startup’s biggest…
Mark Zuckerberg, chief executive officer of Meta Platforms Inc., during the Meta Connect event in Menlo Park, California, US, on Wednesday, Sept. 17, 2025. David Paul Morris | Bloomberg | Getty Images Meta CEO Mark Zuckerberg plans to ramp up his company’s spending on artificial intelligence in 2026. Wall Street seems fine with that strategy….
onathan Raa | Nurphoto | Getty Images ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead of estimates as AI demand continues to support the Dutch chip giant’s business. Bookings, one of the most closely-watched metrics from investors, came in at 13.2 billion euros ($15.8 billion) in the…
Shares of CoreWeave popped 12% on Monday after Nvidia announced it has invested $2 billion in the artificial intelligence infrastructure provider. Nvidia purchased CoreWeave Class A common stock at $87.20 per share, according to a release, a discount from Friday’s closing price of $92.98. The investment will help CoreWeave accelerate its buildout of “5 gigawatts…
LEDs light up in a server rack in a data center. Picture Alliance | Picture Alliance | Getty Images Price rises and memory shortages are likely to continue through 2027, a top semiconductor industry CEO told CNBC, adding to the view that the crunch that’s been caused by the AI infrastructure boom may last longer…
President Donald Trump and TikTok said Thursday that the company had formed a joint venture to keep the video-sharing app operating in the U.S. under new American leadership. The company said Adam Presser, who has been serving as TikTok’s head of operations and trust and safety, will be the CEO of TikTok USDS Joint Venture….
NANJING, CHINA – NOVEMBER 25: Aerial view of Alibaba Jiangsu Headquarters at night on November 25, 2025 in Nanjing, Jiangsu Province of China. (Photo by Fang Dongxu/VCG via Getty Images) Vcg | Visual China Group | Getty Images China’s technology giants are entering a new phase of the artificial intelligence race called ‘agentic commerce,’ as…