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AI Data Centers Bring a Trucking Boom, but Traffic Falls When C...Fervo Targets October Start for Potential First U.S. Commercial...More Than $45 Million in Data-Center Ads Pushes AI Infrastructu...Artificial Analysis Clarifies Astra’s 67-Point Coding Score Is...Anthropic’s Claude Built a 13-Million-Line Fermat Proof, Leavin...Microsoft Opens MAI-Image-2.6 in Foundry Preview and Adds a Low...AI Data Centers Bring a Trucking Boom, but Traffic Falls When C...Fervo Targets October Start for Potential First U.S. Commercial...More Than $45 Million in Data-Center Ads Pushes AI Infrastructu...Artificial Analysis Clarifies Astra’s 67-Point Coding Score Is...Anthropic’s Claude Built a 13-Million-Line Fermat Proof, Leavin...Microsoft Opens MAI-Image-2.6 in Foundry Preview and Adds a Low...

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Showing 1-18 of 62Results matching "CNBC"

Today

2 stories
Infrastructure

AI Data Centers Bring a Trucking Boom, but Traffic Falls When Construction Ends

Specialized carriers, drivers and repair crews are gaining work as equipment moves to new campuses. The harder question for fleets and host communities is whether the project pipeline lasts beyond each site’s construction phase. AI data-center construction is giving flatbed and heavy-haul carriers fresh work, moving large power and computing equipment toward sites increasingly outside traditional freight hubs.

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Yesterday

3 stories
Government actionPolicy

NHTSA Opens Audit of About 1,000 Tesla Cybercabs as Austin Service Starts

The review puts Tesla’s evidence for treating federal safety requirements as inapplicable to its control-free robotaxi at the center of any broader rollout. Tesla has begun commercial Cybercab deployment in Austin, but its purpose-built robotaxi now faces a federal audit of the safety-compliance case behind its design. The immediate constraint is not a finding of noncompliance.

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AcquisitionBusiness

Nvidia Agrees to Buy Hugging Face for $12.93B, Promising Hardware Choice

The pending acquisition would bring a major developer platform inside Nvidia, while the company promises users can still choose competing models, clouds and computing hardware. Nvidia has agreed to acquire Hugging Face for $12.93 billion, turning a reported deal into a confirmed transaction. The acquisition remains pending and is expected to close in the first half of 2027, according to a securities filing.

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Earlier this week

13 stories
Enterprise adoptionProducts

Tesla Teases a Steering-Wheel-Free Cybercab Event as Its Robotaxi Scale Remains Unproven

The Austin event will test whether Tesla can turn a two-seat vehicle without manual controls into a broader service, rather than another tightly bounded robotaxi demonstration. A purpose-built car is not yet a service Tesla describes the Cybercab as a purpose-built, driverless two-seater with butterfly doors and no steering wheel or pedals. The design is also an economic bet.

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EarningsBusiness

Broadcom Forecasts $21.7B in Quarterly AI Chip Sales After a 221% Surge

The earnings show custom AI accelerators and networking becoming a much larger part of Broadcom’s business. The immediate test is whether the company can convert its $21.7 billion fourth-quarter AI semiconductor forecast into delivered sales while maintaining its margin target. Accelerators are chips designed for AI computing, while networking connects computing equipment in a data center.

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Infrastructure

South Korea’s Chip Exports Hit $46.65 Billion as AI Demand Raises Concentration Risk

August’s record semiconductor shipments show how strongly cloud-provider AI investment is reaching the supply chain. They also put more weight on whether demand cools gradually or suddenly while monetary policy remains tight. South Korea’s semiconductor exports rose 209% from a year earlier to a record $46.65 billion in August, turning AI infrastructure spending into an unusually concentrated export windfall.

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EarningsBusiness

Microsoft Will Publish Azure’s Quarterly Revenue as It Consolidates Segments

The new figure gives Azure a clearer quarterly measure, but it arrives under a narrower definition and alongside less profitability detail for Microsoft’s former business lines. Microsoft will begin publishing quarterly Azure revenue in dollars, giving its cloud platform a direct financial measure for the first time. Microsoft’s 44% to 45% range is its fiscal first-quarter constant-currency growth guidance for Azure.

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EarningsBusiness

Nvidia Rises 4% as Dell’s Results Reinforce AI Server Demand

Dell’s stronger results gave investors a new read on demand for Nvidia-based AI server racks. Broadcom’s earnings later Wednesday will test a different question: whether it can raise its AI semiconductor outlook while Alphabet broadens its chip supplier base. Nvidia shares rose 4% after Dell beat quarterly revenue and earnings expectations and lifted its fiscal 2027 earnings guidance by more than 40%.

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