NVIDIA Corp
Cramer: This European company is key to understanding U.S.-China trade tensions
With U.S.-China trade tensions ratcheted back up, CNBC’s Jim Cramer said investors need to look to Europe to better understand the animosity between the world’s two largest economies. That’s where they will find ASML , the Netherlands-based maker of advanced lithography machines that are essential in producing the cutting-edge semiconductors from the likes of Nvidia […]
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Nvidia, Microsoft, xAI and BlackRock part of $40 billion deal for Aligned Data Centers
An Aligned data center in Northlake, Illinois, US, on Thursday, Oct. 9, 2025. Christopher Dilts | Bloomberg | Getty Images Nvidia, Microsoft, BlackRock and Elon Musk’s xAI are part of a consortium of investors that has agreed to purchase Aligned Data Centers for $40 billion, the companies announced Wednesday. Aligned designs and operates data centers […]
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A guide to the $1 trillion-worth of AI deals between OpenAI, Nvidia and others
Many predict that the artificial intelligence boom will dramatically change how people live and work, and the scale and pace of recent AI deals seems to reflect this. At the center are a handful of companies that are increasingly turning to each other to finance and build out the necessary infrastructure. ChatGPT-maker OpenAI alone has […]
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Nscale eyes IPO amid fresh $14 billion deal with Microsoft
Nscale, the UK-headquartered AI infrastructure provider. Courtesy: Nscale AI cloud company Nscale is eyeing an IPO, the company confirmed to CNBC Wednesday as it announced a $14-billion deal with U.S. tech giant Microsoft. The London-based company, which provides technology infrastructure to help AI scale, has “public market ambitions” which could be realized in the “back […]
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CNBC Daily Open: A Trump post drowns out positive developments for markets
U.S. President Donald Trump gestures during a meeting with President of Argentina Javier Milei in the Cabinet Room at the White House on Oct. 14, 2025 in Washington, DC. Kevin Dietsch | Getty Images U.S. stocks had a rocky day of trading, swinging from highs to lows like the quality of Game of Thrones across […]
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CNBC Daily Open: Trump has the last word on U.S. stocks
U.S. President Donald Trump speaks during a ceremony to posthumously award the Medal of Freedom to Charlie Kirk, in the Rose Garden patio at the White House in Washington, D.C., U.S., Oct. 14, 2025. Kevin Lamarque | Reuters U.S. stocks had a rocky day of trading, swinging from highs and lows like the quality of […]
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Property Play: Major real estate developers are fast becoming power brokers
Aerial view of the Apple Data Center in Mesa near Phoenix, Arizona, U.S. on August 6, 2017. Picture taken on August 6, 2017. Apple plans to build its second data center in China at Ulanqab City in the Inner Mongolia Autonomous Region. Jim Todd | Reuters A version of this article first appeared in the […]
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Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition
Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026. AMD shares climbed about 3% premarket. Oracle shares ticked slightly lower. The move is the latest sign that cloud companies are increasingly offering AMD’s GPUs as an alternative to Nvidia’s market-leading GPUs […]
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Big bank earnings, Broadcom’s OpenAI chip deal, record-high car prices and more in Morning Squawk
A sign is posted in front of a Broadcom office in San Jose, California, on Dec. 12, 2024. Justin Sullivan | 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. Broadcom’s boon OpenAI made its […]
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OpenAI’s hyperscaler ambitions are being put to the test with its latest megadeals
Sam Altman didn’t set out to compete with Nvidia. OpenAI began with a simple bet that better ideas, not better infrastructure, would unlock artificial general intelligence. But that view shifted years ago, as Altman realized that more compute, or processing power, meant more capability — and ultimately, more dominance. On Monday morning, he unveiled his […]
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