1+ hour, 28+ min ago  (204+ words) According to @CNBC, Alphabet shares fell after reports Gemini 3.5 Pro faces delays, raising execution risks and cloud AI roadmap questions. According to CNBC reporting on July 16 2026 Alphabet shares fell after news emerged that the company's most advanced AI model Gemini…...

1+ week, 6+ hour ago  (299+ words) According to @CNBC, 10 US states lead AI data center deals due to power access, incentives, and cooling, despite community pushback. According to CNBC, these 10 states are best positioned to land AI data center deals despite rising public opposition, highlighting key…...

1+ week, 2+ day ago  (131+ words) Predictions indicate sustained growth in AI spending with Amazon likely leading in hybrid cloud AI deployments. Industry shifts toward sustainable computing will influence future bond strategies and investment priorities. Businesses should prepare for these changes by upskilling teams and exploring…...

1+ week, 2+ day ago  (346+ words) According to Sawyer Merritt, Morgan Stanley says SpaceX targets $4 per watt infra capex and 6–8x faster deployment, reshaping AI datacenter economics. Morgan Stanley analyst Adam Jonas recently initiated coverage on SpaceX with a focus on the company's terrestrial AI compute operations…...

2+ week, 17+ hour ago  (429+ words) According to @CNBC, Amazon is building custom AI chips for Echo, Fire TV, and future devices to speed on-device AI and cut costs. Amazon is developing custom AI chips tailored for its Echo smart speakers, Fire TV streaming devices, and…...

2+ week, 1+ day ago  (186+ words) According to @CNBC, Meta jumped 8% after pushing a cloud offering to sell surplus AI compute, opening new revenue and enterprise AI partnerships. Meta announced its push into cloud services on July 1 2026 by offering excess AI compute power capacity to external…...

2+ week, 3+ day ago  (286+ words) Caroline Bishop Jun 29, 2026 17:50 Anthropic’s Claude AI models, now on NVIDIA GB300 GPUs via Microsoft Azure, promise enhanced enterprise AI capabilities with domain-specific agents. Anthropic’s Claude AI models are now generally available on Microsoft Azure, running on NVIDIA’s GB300 Blackwell Ultra GPUs. This…...

2+ week, 6+ day ago  (325+ words) According to @CNBC, Oracle logged its worst week since 2001 as investors questioned AI buildout financing and profitability, per CNBC reporting. Oracle stock suffered its worst weekly performance since the 2001 dot-com bust amid rising concerns over AI financing as reported by…...

3+ week, 13+ hour ago  (282+ words) According to @CNBC, Amazon boosted India AI and cloud funding to $48B, signaling data center expansion and enterprise AI services growth. The funding targets construction of new hyperscale data centers and AI research facilities across multiple Indian cities. These facilities will…...

3+ week, 17+ hour ago  (149+ words) According to @CNBC, Anthropic’s hiring shows new AI data centers planned across five global hubs, signaling infrastructure scale-up and enterprise growth. Anthropic's latest hiring spree signals strategic expansion into new AI data center locations as detailed in reporting from CNBC…...