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Microsoft stock may be in a slump. But here’s why it is wrong to give up now
Things keep lining up against Microsoft , with all roads leading back to the company’s tarnished standing as an artificial intelligence leader and how that could impact the company’s Azure cloud growth. It’s been known for some time that Microsoft’s Copilot AI assistant has been disappointing. At a time when Alphabet ‘s Gemini, OpenAI’s ChatGPT, […]
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OpenAI’s data center pivot underscores Wall Street spending concerns ahead of IPO
Sam Altman, chief executive officer of OpenAI Inc., speaks during BlackRock’s 2026 Infrastructure Summit in Washington, DC, US, on Wednesday, March 11, 2026. Daniel Heuer | Bloomberg | Getty Images When OpenAI CEO Sam Altman took the stage at BlackRock’s U.S. Infrastructure Summit earlier this month, he acknowledged his company is facing a harsh reality: […]
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OpenClaw’s ChatGPT moment sparks concern that AI models are becoming commodities
People queue to have their laptops install with OpenClaw, an open-source AI assistant at the Baidu headquarter in Beijing on March 11, 2026. Adek Berry | Afp | Getty Images Three months ago, the tech industry was unaware of a lobster-themed AI coding project built by an under-the-radar Austrian software developer. OpenClaw, as that creation […]
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Trump admin unveils national AI policy framework to limit state power
U.S. President Donald Trump delivers remarks on artificial intelligence at the “Winning the AI Race” Summit in Washington D.C., U.S., July 23, 2025. Kent Nishimura | Reuters The Trump administration on Friday issued a legislative framework for a single national policy on artificial intelligence, aiming to create uniform safety and security guardrails around the nascent […]
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Who’s most optimistic about AI — and who isn’t, according to Anthropic
Samuel Boivin | Nurphoto | Getty Images People in Sub-Saharan Africa and Asia are more optimistic about artificial intelligence than those in Western Europe and North America, according to a report by Anthropic that surveyed around 81,000 people in 159 countries. The study, published Wednesday, revealed how economic gains from AI usage formed the main […]
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Nvidia’s Huang pitches AI tokens on top of salary as agents reshape how humans work
Nvidia CEO Jensen Huang delivers the keynote address at the GTC AI Conference in San Jose, California, on March 18, 2025. Josh Edelson | Afp | Getty Images The perks of working in Silicon Valley have long included high salaries. Now, some engineers may be offered a new incentive: artificial intelligence tokens. Nvidia CEO Jensen […]
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OpenAI to create desktop super app, combining ChatGPT app, browser and Codex app
Samuel Boivin | Nurphoto | Getty Images OpenAI will combine its web browser, ChatGPT app and Codex coding app into a singular desktop super app, CNBC confirmed on Thursday. Fidji Simo, OpenAI’s CEO of Applications, will oversee the change with assistance from OpenAI President Greg Brockman, according to a spokesperson. The new app aims to […]
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U.S. tech execs smuggled Nvidia chips to China, prosecutors say
NVIDIA AI Computing Card captured in Hangzhou, Zhejiang Province, China on Dec. 9, 2025. Cfoto | Future Publishing | Getty Images The U.S. Attorney’s Office for the Southern District of New York on Thursday charged people associated with a U.S. server maker with illegally diverting billions of dollars in artificial intelligence servers to China. The […]
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Column: Jensen Huang doesn’t need a new chip. He needs a new moat.
Nvidia dominated the first era of AI — CEO Jensen Huang is making sure it owns the next one. He’s turning Nvidia from a chipmaker that’s helping to drive a market cycle into the operating system for the future of artificial intelligence. The shift has mostly gone unnoticed and hasn’t yet been priced in by […]
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The Fed decision, Micron earnings, Amazon’s USPS contract and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. I’m back after a long weekend skiing in Colorado, just in time for yesterday’s Federal Reserve meeting. Stock futures are lower this morning. The three major indexes are coming off a losing day. Here are five key things investors need […]
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