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Nvidia says its GPUs are a ‘generation ahead’ of Google’s AI chips
Nvidia founder and CEO Jensen Huang looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on November 19, 2025. Brendan Smialowski | Afp | Getty Images Nvidia on Tuesday said its tech remains a generation ahead of the […]
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Retail earnings, the new AI leaders, Amazon’s $50 billion investment and more in Morning Squawk
A Dick’s Sporting Goods logo is displayed outside one of their stores on October 10, 2025 in San Diego, California. Kevin Carter | Getty Images This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Here are five key things investors need to know to start the trading day: 1. Checking out […]
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CNBC Daily Open: Alphabet to omega in AI?
A Google logo is at the announcement of Google’s biggest-ever investment in Germany on November 11, 2025 in Berlin, Germany. Sean Gallup | Getty Images News | Getty Images Alphabet on Monday resuscitated the artificial intelligence trade, which had been flagging the previous week. Its stock jumped 6.3%, lifting associated AI names such as Broadcom, […]
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CNBC Daily Open: A risky alpha bet in markets to revive AI trade
A Google cloud logo is seen at the announcement of Google’s biggest-ever investment in Germany on November 11, 2025 in Berlin, Germany. Sean Gallup | Getty Images News | Getty Images Alphabet on Monday resuscitated the artificial intelligence trade, which had been flagging the previous week. Its stock jumped 6.3%, lifting associated AI names such […]
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Execs say OpenAI has first hardware prototypes, plan to reveal device in 2 years or less
Sam Altman, CEO of OpenAI attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, U.S., on July 8, 2025. David A. Grogan | CNBC OpenAI CEO Sam Altman said on Friday that the artificial intelligence startup has finally finished its first prototypes for […]
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Google’s new AI model puts OpenAI, the great conundrum of this market, on shakier ground
Almost every night, for almost a decade, I got a phone call between 7:00 and 7:01 p.m. ET. I didn’t have to look at the three letters on my phone screen to know who was ringing. It was the old man we called Pop, or more like “The Old Man of the Mountain,” as he […]
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How Alibaba quietly became a leader in AI
From a Hangzhou startup to a global tech powerhouse, uncover the strategies that turned Alibaba into a multi-billion-dollar empire. Alibaba is transforming itself from an e-commerce giant into a global AI powerhouse. The Chinese tech giant has pledged tens of billions of dollars in investment in AI and cloud infrastructure, fueling the development of its own Qwen language models, the Quark […]
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Eli Lilly hits $1 trillion market value, a first for a health-care company
A sign with the company logo sits outside of the headquarters of Eli Lilly in Indianapolis, Indiana, on March 17, 2024. Scott Olson | Getty Images Eli Lilly reached a $1 trillion market capitalization on Friday, the first health-care company in the world to join the exclusive club dominated by tech firms. Eli Lilly briefly hit […]
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Nvidia is king in AI chips, but Google and Amazon want to catch up by making their own
Nvidia outperformed all expectations, reporting soaring profits Wednesday thanks to its graphics processing units that excel at AI workloads. But more categories of AI chips are gaining ground. Custom ASICs, or application-specific integrated circuits, are now being designed by all the major hyperscalers, from Google‘s TPU to Amazon‘s Trainium and OpenAI’s plans with Broadcom. These […]
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OpenAI taps iPhone assembler Foxconn to manufacture data center components in U.S.
OpenAI is partnering with Taiwan’s Foxconn, the world’s largest contract electronics manufacturer, to design and build artificial intelligence data center components in the U.S., the AI startup’s latest announcement tied to its massive infrastructure development plans. While no financial terms were disclosed, OpenAI said in Thursday’s announcement that it will have early access to evaluate […]
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