Advanced Micro Devices Inc
Oil continues to rise, the Federal Reserve, Nvidia’s big week and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Monday. CNBC’s Brian Sullivan sat down with Treasury Secretary Scott Bessent this morning in Paris, where Bessent just met with his Chinese counterpart. The Cabinet secretary said that “logistics” could delay Trump’s planned trip to China later this month. Stock futures […]
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Meta up nearly 3% in premarket as it plans mass layoff to offset increased AI spending
Arda Kucukkaya | Anadolu | Getty Images Meta stock was on the up before U.S. markets opened on Thursday following reports the company is planning to lay off over 20% of its workforce to balance its staggering AI spending plans this year. While the timing and details of the cuts had not been finalized, top […]
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Nvidia’s GTC will mark an AI chip pivot. Here’s why the CPU is taking center stage
Nvidia showed CNBC its latest Vera CPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc Ganley | CNBC Nvidia‘s graphics processing units have been the hottest-selling chips for years, but the sudden advent of agentic artificial intelligence has brought on a renaissance for its more modest host chip, the central processing unit. […]
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Elon Musk says xAI must be ‘rebuilt’ as co-founder exodus continues, SpaceX IPO awaits
Elon Musk, chief executive officer of Tesla Inc., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. Bloomberg | Bloomberg | Getty Images Less than six weeks after Elon Musk merged SpaceX and xAI in a deal he valued at $1.25 trillion, the world’s richest person […]
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Nvidia may soon unveil a brand-new AI chip. A closer look at the $20 billion bet to make it happen
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI computing race: Nvidia was spending a reported $20 billion to license technology from chip startup Groq and hire key employees, including its CEO, who previously helped Google create what’s become the leading alternative to Nvidia’s AI processors. […]
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The Tech Download: Chip supply chains and data center risks — the tech sector’s Iran problem
Uncertainty continues to reign over global supply chains and Middle East-based projects as the Iran war nears the two-week mark. In tech, two areas crucial to the artificial intelligence boom have come to the fore: chipmakers and hyperscalers with massive AI buildout projects in countries that neighbour Iran. SK Hynix Inc. 12-layer HBM3E memory chips, […]
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$100 oil, PCE data, MLB valuations and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. The U.S. launched 60 more trade investigations last night, as the Trump administration continues to look for ways to replace the president’s now-overturned duties. The new probes focus on forced labor trade practices. Stock futures are higher this morning after […]
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Lobster buffet: China’s tech firms feast on OpenClaw as companies race to deploy AI agents
Key Points China-based usage of OpenClaw has already surpassed that of the U.S., according to SecurityScorecard. The nationwide OpenClaw craze has boosted the popularity of Chinese-developed large language models. Tech companies have simplified installation, making the complex tool accessible to consumers. Source
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Microsoft plans to ship prototype of next Xbox console to developers in 2027
Fairgoers play at the Xbox booth at the Cologne Trade Fair Center during the opening day of Gamescom 2025 in Cologne, Germany, on August 20, 2025. Ying Tang | Nurphoto | Getty Images Microsoft said Wednesday that it will send video game developers prototypes of its next-generation Xbox console in 2027, as the company tries […]
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Meta rolls out in-house AI chips weeks after massive Nvidia, AMD deals
Meta’s 5-gigawatt Hyperion data center under construction in Richland Parish, Louisiana, Jan. 9, 2026. Courtesy of Meta Meta on Wednesday revealed four custom, in-house chips tailored for artificial intelligence-related tasks as part of the company’s massive data center expansion plans. The specialized silicon is part of the Meta Training and Inference Accelerator, or MTIA, family […]
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