In this photo illustration, Anthropic logo is seen on a smartphone screen. Pavlo Gonchar | SOPA Images | Lightrocket | Getty Images Anthropic and Google officially announced their cloud partnership Thursday, a deal that gives the artificial intelligence company access to up to one million of Google’s custom-designed Tensor Processing Units, or TPUs. The deal,…
The Trump administration is pouring cold water on a report that it’s “currently” in talks to take equity stakes in quantum computing companies like IonQ, Rigetti Computing, and D-Wave Quantum, but shares in each of the companies were still comfortably higher Thursday. “The Commerce Department is not currently negotiating equity stakes with quantum computing companies,”…
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images OpenAI on Thursday announced it has acquired Software Applications Incorporated, a small company that built an artificial intelligence interface for Apple…
U.S. President Donald Trump gestures as he hosts a Rose Garden Club lunch at the White House in Washington, D.C., U.S., October 21, 2025. Kevin Lamarque | Reuters President Donald Trump said in a post Thursday that the government was preparing to “surge” San Francisco, but he was swayed by Jensen Huang, Marc Benioff and…
CrowdStrike CEO George Kurtz pushed back on the narrative that artificial intelligence makes cloud-based software obsolete. “I don’t really buy that,” Kurtz told CNBC’s Jim Cramer on ” Squawk on the Street ” on Thursday morning. “I think you need software in order to be able to protect AI. They’re interrelated. It’s not like you…
Charles Liang, CEO of Super Micro, speaks at the Computex conference in Taipei, Taiwan, on June 1, 2023. Walid Berrazeg | Sopa Images | Lightrocket | Getty Images Super Micro Computer shares fell 6% on Thursday after the company released weak preliminary results for its fiscal first quarter of 2026. The server maker said it…
Elon Musk, during a news conference with President Donald Trump, inside the Oval Office at the White House in Washington on May 30, 2025. Tom Brenner | The Washington Post | 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…
Alibaba announced plans to release a pair of smart glasses powered by its AI models. The Quark AI Glasses are Alibaba’s first foray into the smart glasses product category. Alibaba Alibaba on Thursday announced pricing for its upcoming artificial intelligence glasses and launched a new chatbot powered by its latest AI models. The Chinese technology…
The world of enterprise AI is dominated by U.S. names from Microsoft to Salesforce, but Europe has a major player that is pushing hard into the space: SAP. In an exclusive interview with CNBC’s “Europe Early Edition,” SAP CEO Christian Klein said that AI is “the number one reason” why customers are signing deals with…
Elon Musk listens as reporters ask U.S. President Donald Trump and South Africa President Cyril Ramaphosa questions during a press availability in the Oval Office at the White House on May 21, 2025 in Washington, DC. Chip Somodevilla | Getty Images There was a lot missing from Tesla’s third-quarter earnings call. CEO Elon Musk said…
