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Nvidia is in talks to invest up to $30 billion in OpenAI, source says
Sam Altman, chief executive officer of OpenAI Inc., at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images Nvidia is in discussions to invest up to $30 billion in OpenAI as part of a funding round that could value the artificial intelligence startup at […]
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Accenture tells senior staff to use AI tools or risk losing out on leadership promotions
Accenture signage during the 2026 CES event in Las Vegas, Nevada, US, on Wednesday, Jan. 7, 2026. Bridget Bennett | Bloomberg | Getty Images Accenture has told senior staff they must regularly use its AI tools to be considered for promotions for leadership roles. Associate directors and senior managers at the consultancy giant were informed […]
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More than 50% of enterprise software could switch to AI, Mistral CEO says
Arthur Mensch, founder of Mistral AI, during the ‘Nvidia GTC’ meeting at the 2025 VivaTech conference in Paris, France, on Wednesday, June 11, 2025. Nathan Laine | Bloomberg | Getty Images NEW DELHI — More than 50% of enterprises’ current software could be replaced by AI, the CEO of Mistral AI told CNBC on Wednesday, […]
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Cloud startup Render raises funding at $1.5 billion valuation as AI-built apps boom
Render employees, including CEO Anurag Goel, center, gather at the startup’s headquarters in San Francisco on Feb. 11, 2026. Render Venture capitalists are doubling down on Render, a startup offering easy-to-use cloud infrastructure. On Tuesday it said it has raised $100 million in funding at a $1.5 billion valuation. The lucrative cloud computing world, dominated […]
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Much ado about nothing? TikTok’s U.S. usership steadies after turbulent start
The TikTok Inc. sign in front of the building on Tuesday, Jan. 27, 2026 in Culver City, CA. Kayla Bartkowski | Los Angeles Times | Getty Images TikTok’s U.S. joint venture seems to have survived a turbulent rollout with minimal change in usership, as early narratives of a mass user exodus prompted by service outages […]
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Trump trade adviser Navarro says administration may force data center builders like Meta to ‘internalize’ costs
White House trade advisor Peter Navarro speaks to members of the media near the West Wing of the White House in Washington, D.C., U.S., August 21, 2025. Nathan Howard | Reuters President Donald Trump’s trade and manufacturing adviser Peter Navarro said on Sunday that the White House may force data center builders to absorb their […]
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Nvidia’s stock is down and AMD is up. The culprit may be Arista.
President and CEO of Arista Networks Jayshree Ullal Scott Mlyn | CNBC Shares of Nvidia and Advanced Micro Devices moved in opposite directions on Friday, after the CEO of Arista Networks told investors that her company is seeing some deployment shifting to AMD. Nvidia’s stock fell almost 3%, while AMD gained close to 1%. “A […]
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The Tech Download: Can hyperscalers justify their huge AI capex?
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. The core Earnings season has seen endless spending commitments from tech companies as they scramble to build out data center capacity amid the AI boom. Hyperscalers, including the likes of Amazon, Microsoft, Meta and Alphabet, announced capital […]
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These four charts show how reliant Europe is on U.S. digital infrastructure
As geopolitical tensions between the EU and the U.S. escalate, these charts show how reliant the continent is on American tech providers, despite pledges to become more independent. Since returning to the White House last year, U.S President Donald Trump imposed tariffs on the continent and caused headaches and fear in Europe as he initially […]
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Canada tariffs, McDonald’s value push, El Paso airport and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. For nearly a week last year, McDonald’s was the number-one global seller of one thing, and it wasn’t edible. The fast-food chain in December became the world’s top sock — yes, sock — seller thanks to its Grinch Meal. Stock […]
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