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Watch live: Nvidia CEO Jensen Huang gives GTC 2026 keynote
[The stream is slated to start at 2:00 p.m. ET. Please refresh the page if you do not see a player above at that time.] Nvidia CEO Jensen Huang will give the GTC 2026 keynote presentation Monday in San Jose, Calif. at the company’s artificial intelligence conference. Investors will be watching closely for new product […]
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Nebius jumps 14% after inking $27 billion infrastructure deal with Meta
In an aerial view, a billboard advertising an artificial intelligence (AI) company is posted on Sept. 16, 2025 in San Francisco, California. Justin Sullivan | Getty Images Meta has signed a new long-term agreement to spend up to $27 billion on Dutch cloud provider Nebius‘ AI infrastructure, the company announced on Monday. Nebius’ shares surged […]
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Nvidia’s GTC will mark an AI chip pivot. Here’s why the CPU is taking center stage
Nvidia showed CNBC its latest Vera CPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc Ganley | CNBC Nvidia‘s graphics processing units have been the hottest-selling chips for years, but the sudden advent of agentic artificial intelligence has brought on a renaissance for its more modest host chip, the central processing unit. […]
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Nvidia may soon unveil a brand-new AI chip. A closer look at the $20 billion bet to make it happen
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI computing race: Nvidia was spending a reported $20 billion to license technology from chip startup Groq and hire key employees, including its CEO, who previously helped Google create what’s become the leading alternative to Nvidia’s AI processors. […]
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Oil’s wild ride, Oracle earnings, Kevin Warsh’s ‘perfect storm’ and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. If you’re a fan of commercial real estate, or Netflix’s “Owning Manhattan” (or both), check out Ryan Serhant’s sitdown with CNBC’s Diana Olick. Stock futures are around flat this morning. The three major indexes finished yesterday’s session little changed. Here […]
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AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing customer: Oracle. On a conference call with analysts on Tuesday following Oracle’s quarterly earnings, Clay Magouyrk, one of the software vendor’s two CEOs, indicated that his company’s infrastructure includes Cerebras chips, alongside graphics processing units (GPUs) from […]
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Nvidia makes ‘significant investment’ in Mira Murati’s Thinking Machines Lab
Mira Murati, then-chief technology officer of OpenAI, speaks during The Wall Street Journal’s WSJ Tech Live Conference in Laguna Beach, California, Oct. 17, 2023. Patrick T. Fallon | Afp | Getty Images Nvidia has made a “significant investment” in Mira Murati’s Thinking Machines Lab as part of a new multiyear strategic partnership, the companies announced […]
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Oracle is building yesterday’s data centers with tomorrow’s debt
Artificial intelligence chips are getting upgraded more quickly than data centers can be built, a market reality that exposes a key risk to the AI trade and Oracle’s debt-fueled expansion. OpenAI is no longer planning to expand its partnership with Oracle in Abilene, Texas, home to the Stargate data center, because it wants clusters with […]
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Microsoft adds higher-priced Office tier with Copilot as it tries to juice sales with AI
FILE PHOTO: Judson Althoff, CEO of Microsoft’s commercial business, appears during an interview in San Francisco on Jan. 27, 2017. David Paul Morris | Bloomberg | Getty Images Microsoft is adding artificial intelligence to its Office productivity suite and charging 65% more for the upgraded offering, as the company tries to lure enterprise users to its […]
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Nvidia backs AI data center startup Nscale as it hits $14.6 billion valuation
AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on Monday, as the AI infrastructure boom continues. The Series C featured Nvidia and was led by Aker ASA and 8090 Industries. It also featured Astra Capital Management, Citadel, Dell, Jane Street, Lenovo, Linden Advisors, Nokia, and Point72. […]
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