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Are we in an AI bubble? What 40 tech leaders and analysts are saying, in one chart
Technology

Are we in an AI bubble? What 40 tech leaders and analysts are saying, in one chart

Are we in an artificial intelligence bubble? It’s the debate that dominated the tech industry in 2025, and it’s not going away anytime soon. Record valuations and deals driven by major investments in artificial intelligence have fueled the AI boom, leaving some to brace for the potential burst. AI leaders like OpenAI and Nvidia have […]

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AI memory is sold out, causing an unprecedented surge in prices
World

AI memory is sold out, causing an unprecedented surge in prices

Eugene Mymrin | Moment | Getty Images All computing devices require a part called memory, or RAM, for short-term data storage, but this year, there won’t be enough of these essential components to meet worldwide demand. That’s because companies like Nvidia, Advanced Micro Devices and Google need so much RAM for their artificial intelligence chips, […]

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Meta signs nuclear energy deals to power Prometheus AI supercluster
Technology

Meta signs nuclear energy deals to power Prometheus AI supercluster

Meta CEO Mark Zuckerberg wears the Meta Ray-Ban Display glasses, as he delivers a speech presenting the new line of smart glasses, during the Meta Connect event at the company’s headquarters in Menlo Park, California, U.S., Sept. 17, 2025. Carlos Barria | Reuters Meta on Friday announced agreements with three nuclear power providers, including one […]

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Meta faces China probe over acquisition of AI agent startup Manus
Technology

Meta faces China probe over acquisition of AI agent startup Manus

Chinese officials are reviewing Meta’s $2 billion acquisition of AI startup Manus for possible technology control violations, FT reported on Tuesday. Sopa Images | Lightrocket | Getty Images China said Thursday it will investigate Meta‘s $2 billion acquisition of artificial intelligence startup Manus to assess its compliance with export control laws. Meta acquired Singapore-based Manus last month […]

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Microsoft revealed as company behind controversial data center proposal in Michigan township
Technology

Microsoft revealed as company behind controversial data center proposal in Michigan township

Microsoft CEO Satya Nadella speaks during the Future Decoded Tech Summit in Bengaluru, India, on Feb. 25, 2020. Microsoft will open a new data-center region in Spain, expanding their strategic partnership with Telefonica SA, according the the statement by Telefonica. Samyukta Lakshmi | Bloomberg | Getty Images Microsoft has identified itself as the mystery company […]

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Meta faces China probe over acquisition of AI agent startup Manus
World

China reviews Meta’s purchase of AI startup Manus, FT reports

Chinese officials are reviewing Meta’s $2 billion acquisition of AI startup Manus for possible technology control violations, FT reported on Tuesday. Sopa Images | Lightrocket | Getty Images Chinese officials are reviewing Meta’s $2 billion acquisition of artificial intelligence startup Manus for possible technology control violations, the Financial Times reported Tuesday, citing two people familiar with the matter. Reuters could […]

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Meta hires Microsoft exec, former Trump deputy as chief legal officer
Technology

Meta hires Microsoft exec, former Trump deputy as chief legal officer

Meta said Tuesday that it hired former Microsoft legal executive Curtis Joseph Mahoney to become its chief legal officer. Mahoney will replace Meta’s previous head lawyer Jennifer Newstead, who announced in December that she would be leaving Meta to become Apple’s general counsel in March. He joins Meta at a time when the company is […]

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Vista Equity Partners says its ‘agentic factory’ is reinventing the way companies use AI
Business

Vista Equity Partners says its ‘agentic factory’ is reinventing the way companies use AI

A version of this article appeared in CNBC’s Inside Alts newsletter, a guide to the fast-growing world of alternative investments, from private equity and private credit to hedge funds and venture capital. Sign up to receive future editions, straight to your inbox. With fears growing of an investment bubble in artificial intelligence infrastructure, the next phase of […]

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Meta delays Ray-Ban Display glasses global rollout due to inventory limits, U.S. demand
Technology

Meta delays Ray-Ban Display glasses global rollout due to inventory limits, U.S. demand

Meta CEO Mark Zuckerberg wears the Meta Ray-Ban Display glasses, as he delivers a speech presenting the new line of smart glasses, during the Meta Connect event at the company’s headquarters in Menlo Park, California, U.S., Sept. 17, 2025. Carlos Barria | Reuters Meta Platforms said Tuesday that it’s delaying the international expansion of its […]

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Maduro pleads not guilty, Nvidia’s robotaxi play, JPMorgan’s ‘secret sauce’ and more in Morning Squawk
Technology

Maduro pleads not guilty, Nvidia’s robotaxi play, JPMorgan’s ‘secret sauce’ and more in Morning Squawk

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Tuesday. We’re not even a week into the new year and I’ve already started telling myself that my resolution to read more can include reviewing drafts of this newsletter. Stock futures are little changed this morning. The market is coming off […]

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