Enterprise
Microsoft’s plans for 15 more data centers win approval at former Wisconsin Foxconn site
The Microsoft data center campus, currently under construction, is reflected in Mount Pleasant, Wisconsin, September 18, 2025. Audrey Richardson | Reuters Local officials have signed off on Microsoft’s plans to build 15 more data centers in Mount Pleasant, Wisconsin, near an existing site that the technology company is expanding. Additional data center capacity will allow […]
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Zoom’s ‘hidden gem’ investment in Anthropic could be worth $2 billion to $4 billion, analysts say
Silas Stein | Picture Alliance | Getty Images Shares of Zoom popped 11% on Monday after analysts at Baird estimated that the company’s investment in artificial intelligence startup Anthropic could be worth between $2 billion to $4 billion, depending on dilution assumptions. In May 2023, Anthropic announced a partnership with Zoom and revealed that Zoom […]
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Microsoft reveals second generation of its AI chip in effort to bolster cloud business
Scott Guthrie, executive vice president of cloud and enterprise at Microsoft, speaks at the Microsoft Build developer conference in Seattle on May 7, 2018. The Build conference, marking its second consecutive year in Seattle, is expected to put emphasis on the company’s cloud technologies and the artificial intelligence features within those services. Grant Hindsley | […]
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CoreWeave stock jumps 9% as Nvidia invests $2 billion to expand AI data center capacity
Michael Intrator, CEO of Coreweave, speaking on CNBC’s Squawk Box at the World Economic Forum in Davos, Switzerland on Jan. 20th, 2026. Oscar Molina | CNBC Shares of CoreWeave popped 9% in premarket trading on Monday after Nvidia announced it has invested $2 billion in the artificial intelligence infrastructure provider. Nvidia purchased CoreWeave Class A […]
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Memory chip shortage to last through 2027, semiconductor boss says
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 […]
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Databricks obtains $1.8 billion in additional debt ahead of IPO
Databricks co-founder and CEO Ali Ghodsi. Databricks Data analytics software company Databricks has landed $1.8 billion in fresh debt, a person familiar with the matter told CNBC. Databricks now sits on over $7 billion in debt, the person added. The company declined to comment. Databricks is among the highly valued technology companies that are primed […]
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Intel stock drops 14% as manufacturing troubles overshadow earnings beat
The Intel logo is visible at the India Mobile Congress 2025 in Delhi, India, on October 11, 2025. Kabir Jhangiani | Nurphoto | Getty Images Intel shares plunged 14% Friday after the chipmaker issued lackluster guidance and warned of a supply shortage. During a fourth-quarter earnings call with analysts on Thursday, CEO Lip-Bu Tan said […]
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Microsoft working to fix Outlook email issues
The Microsoft office building is in the RheinauArtOffice in Cologne, Germany, on September 11, 2025. Michael Nguyen | Nurphoto | Getty Images Microsoft said Thursday that it was working to resolve technical issues that were getting in the way of people sending and receiving email messages in its Outlook application. The event happened in the […]
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Software selloff sparked by AI sets stage for potential big year of M&A, investors say
Marc Benioff, CEO of Salesforce, speaking on Squawk on the Street at the World Economic Forum in Davos, Switzerland on Jan. 20th, 2026. Oscar Molina | CNBC Cloud software stocks have started this year where they left off in 2025: selloff mode. The continued downward spiral is setting the stage for a flurry of acquisitions, […]
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Workday CEO calls narrative that AI is killing software ‘overblown’
Workday CEO Carl Eschenbach on Thursday tried to ease worries that artificial intelligence is destroying software business models. “It’s an overblown narrative, and it’s not true,” he told CNBC’s “Squawk Box” from the World Economic Forum in Davos, Switzerland, calling AI a tailwind and “absolutely not a headwind” for the company. Software stocks have sold […]
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