Tag Archives: CNBC

From data center spas to servers in space: How the energy crunch is reshaping cloud computing

Data centre developers and designers are starting to get creative.

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Europe at ‘fork in the road’ between AI competition and climate: fund managers

As power-hungry infrastructure scales and demand for electricity surges, friction between competition and climate goals becomes harder to ignore.

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One year on from the UK’s grand AI plan: has its infrastructure buildout been a success?

Hefty financial commitments from tech giants are positive signals, but big challenges remain for the U.K. to fulfil its ambitions.

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New NASA boss Isaacman says U.S. will return to the moon within Trump’s term

New NASA administrator Jared Isaacman said that the U.S.’s return to the moon is key to unlocking the “orbital economy.”

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Nvidia-Groq deal is structured to keep ‘fiction of competition alive,’ analyst says

Groq’s description of its Nvidia deal as a “non-exclusive licensing agreement” mimics other recent big AI transactions orchestrated by U.S. tech giants.

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Nvidia’s Groq deal, S&P’s winning week, leather tariffs and more in Morning Squawk

Here are five key things investors need to know to start the trading day.

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Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI build-out

Investors want to know if Oracle, under new CEOs Clay Magouyrk and Mike Sicilia, can pay for and deliver data centers packed with Nvidia chips for OpenAI.

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Google is rolling out a new feature allowing users to change their Gmail address

Google says it is rolling out a feature that lets users change their Gmail addresses in a long-requested update to their email policy.

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Wall Street wrote off Palantir as too expensive. Retail investors can’t get enough

The stock, which made its market debut in 2020, is an indisputable star of the retail investing world.

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Monetizers vs manufactures: How the AI market could splinter in 2026

AI infrastructure firms are set to win from the evolution of once asset-light Big Tech firms.

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