TechCheck

CNBC’s Kristina Partsinevelos reports the latest news surrounding Nvidia and its $2 billion investment in Marvell Technology. 

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CNBC’s MacKenzie Sigalos reports on Wall Street’s deepening unease with Big Tech’s AI spending spree, as Microsoft, Alphabet and Meta absorb a fresh wave of giant data center deals that show hyperscalers funding buildouts OpenAI and Anthropic could not support on their own.

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CNBC’s MacKenzie Sigalos reports the latest news surrounding Anthropic’s legal fight against the Pentagon.

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The drama between the Pentagon and major U.S. AI labs is highlighting the risks and sending users to Chinese AI models. We dig into what the last week shows about the two countries’ AI strategies.

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AI can now do your job, build apps, and crush markets. Meanwhile Wall Street is in a panic and the Pentagon is blacklisting Anthropic. The companies that swore they’d be responsible are abandoning their own safety promises and insiders are bailing. Then there’s Alex Bores, a New York state lawmaker who wrote the first major AI safety law in the country. CNBC’s Deirdre Bosa goes inside the market meltdown, the political fight, and the race that’s moving faster than anyone can govern.

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