New: Over 10 months after shelling out an eye-popping $6.4B for Jony Ive’s devices startup, OpenAI announced it bought the media company TBPN. Experts told me OpenAI is "chasing vibes," and trying to determine whether there's “an M&A path to relevance.” More here: www.cnbc.com/2026/04/03/c...

A US judge grants Anthropic's request for a preliminary injunction in its suit against the Trump administration over the DOD's decision to blacklist the company (Ashley Capoot/CNBC) Main Link | Techmeme Permalink

Exclusive: Harvey announced it raised $200 million in fresh capital at an $11 billion valuation. www.cnbc.com/2026/03/25/l...

Scoop w/ @lorak.bsky.social: OpenAI included a lengthy risk factors section in a document distributed to prospective investors. OpenAI announced a $110B funding round in Feb., and the company is on track to close an additional $10B worth of commitments by end of March. www.cnbc.com/2026/03/23/o...

New: OpenAI CEO Sam Altman went to extreme lengths to secure compute in 2025, inking a flurry of multibillion-dollar infrastructure deals. But as the company gears up for a potential IPO, OpenAI has tempered expectations and outlined a more measured strategy. www.cnbc.com/2026/03/22/o...

New: OpenAI is revamping its approach to e-commerce. The AI startup is moving away from the Instant Checkout feature it announced in Sept., and it's now working with retailers to create dedicated apps within ChatGPT. More here w/ @anniepalmer.bsky.social: www.cnbc.com/2026/03/20/o...

New: Emil Michael said Anthropic’s AI models would “pollute” the DOD's supply chain because they have “a different policy preference” baked in. Michael’s comments are the clearest explanation the DOD has offered about why it believes Anthropic is a supply chain risk. www.cnbc.com/2026/03/12/a...

New: The DOD has officially informed Anthropic’s leadership that the company and its products have been designated a supply chain risk, effective immediately, according to a senior department official. www.cnbc.com/2026/03/05/a...

New: OpenAI CEO Sam Altman told employees in an all-hands meeting on Tuesday that the company doesn’t “get to make operational decisions” regarding how its AI technology is used by the Department of Defense. www.cnbc.com/2026/03/03/s...

New: Anthropic faces lose-lose scenario in Pentagon conflict as deadline for policy change looms. Here's the latest on where things stand. www.cnbc.com/2026/02/27/a...

OpenAI CEO Sam Altman to @cnbc.com on Anthropic/DoD spat: "For all the differences I have w/ Anthropic, I mostly trust them as a company, and I think they really do care about safety, and I've been happy that they've been supporting our war fighters. I'm not sure where this is going to go."

New: Anthropic CEO Dario Amodei said the company “cannot in good conscience” allow the DoD to use its models in all lawful use cases without limitation, adding that the agency’s threats do not change its position. www.cnbc.com/2026/02/26/a...

New w/ @kr00ney.bsky.social: Anthropic faces Friday deadline in Defense AI clash with Hegseth www.cnbc.com/2026/02/24/a...

Exclusive: Cursor announces major update to AI agents as coding tool battle heats up www.cnbc.com/2026/02/24/c...

New: Anthropic updates Claude Cowork tool built to give the average office worker a productivity boost www.cnbc.com/2026/02/24/a...

Anthropic CEO Dario Amodei to meet with Defense Secretary Pete Hegseth on AI DoD model use

New: OpenAI lands multiyear deals with consulting giants in enterprise push www.cnbc.com/2026/02/23/o...

Scoop w/ @kr00ney.bsky.social: - OpenAI targeting ~$600 billion in total compute spend by 2030 - Projected revenue in 2030 is more than $280 billion - ChatGPT has more than 900 million weekly active users - First phase of $100B funding round coming early next week www.cnbc.com/2026/02/20/o...

ICYMI: Nvidia is in talks to invest up to $30 billion in OpenAI. This is different from the $100 billion infrastructure agreement in Sept., per source. Not tied to deployment milestones. Comes after months of speculation about status of $100 billion deal. More here: www.cnbc.com/2026/02/19/n...

Scoop: Cohere hit roughly $240 million in ARR last year, surpassing its $200 million target, according to a February investor memo viewed by CNBC. The company's gross margins averaged around 70% in 2025, expanding by 25 basis points YoY, the memo said. www.cnbc.com/2026/02/13/a...

New: It's official! Anthropic raised a $30 billion funding round at a $380 billion post-money valuation. www.cnbc.com/2026/02/12/a...

Scoop w/ @kr00ney.bsky.social: - ChatGPT is back to exceeding 10% monthly growth - OpenAI aiming to launch a new model this week - Codex grew ~50% in a week - OpenAI will begin testing ads w/in ChatGPT today - Fundraising talks to accelerate over next two weeks www.cnbc.com/2026/02/09/s...

New: OpenAI execs were Extremely Online this week www.cnbc.com/2026/02/06/o...

New: OpenAI announced a new enterprise platform called Frontier, its latest launch as part of its ongoing effort to win more business customers. www.cnbc.com/2026/02/05/o...

New: Mozilla President Mark Surman is building a “rebel alliance of sorts” to act as a counterforce to large AI companies like OpenAI and Anthropic. The org will deploy its ~$1.4B in reserves to support "mission driven" tech companies, including it own. More here: www.cnbc.com/2026/01/27/m...

Zoom's 'hidden gem' investment in Anthropic could be worth $2 billion to $4 billion, analysts say

CoreWeave stock jumps 8% as Nvidia invests $2 billion to expand AI data center capacity

OpenAI to begin testing ads on ChatGPT in the U.S.

New: OpenAI’s $10B announcement w/ Cerebras was the latest in a string of deals w/ companies at the center of the AI infrastructure boom. Here are the major chip deals OpenAI has announced as of Jan, and other companies that could be potential partners. www.cnbc.com/2026/01/16/o...

New w/ Kate Rooney: OpenAI sent a letter to investors and banking partners warning that it expects Elon Musk to make “deliberately outlandish, attention-grabbing claims” as his lawsuit against the AI lab heads to trial in April. More here: www.cnbc.com/2026/01/15/o...

New: Disney is making $1 billion investment in OpenAI and will bring its characters to the startup's short-form video app Sora. Disney CEO Bob Iger and OpenAI CEO Sam Altman joining @cnbc.com to discuss shortly. www.cnbc.com/2025/12/11/d...

New parent company, new logo, new email! ✉️: [email protected] Send me pitches and tips about all things AI

OpenAI announces shopping research tool in latest e-commerce push

Anthropic unveils Claude Opus 4.5, its latest AI model following $350 billion valuation

Here's what's in the RAISE Act, a state-level AI bill opposed by Trump and industry leaders

Excited to attend my first NeurIPS conference with @cnbc.com in a couple weeks! 🕺🏻 If you’re a researcher, engineer or work in AI, would love to meet up! Shoot me a DM or a message on Signal @ ashleycapoot.22

Exclusive: Five months after Scale AI’s high-profile founder joined Meta in a blockbuster deal, the startup’s CFO Dennis Cinelli says the company is alive and well. I sat down with Cinelli in his first interview since joining Scale in 2022. Details here! www.cnbc.com/2025/11/04/s...

New: The AI boom is lifting the economy and has pushed the stock market to record highs. But the broader economy tells a very different story as businesses struggle to deal with high costs from tariffs and a downbeat consumer. www.cnbc.com/2025/10/25/a...

New: Anthropic announced Claude Haiku 4.5, a small AI model that’s available as a lower-cost offering for all of the company’s users. www.cnbc.com/2025/10/15/a...

Exclusive: Deloitte on Monday announced a deal to bring Anthropic’s AI assistant Claude to more than 470,000 of its employees around the globe. It's Anthropic's largest enterprise deployment to date. www.cnbc.com/2025/10/06/a...

We are bloggin! Keep up with @cnbc.com today for all things OpenAI DevDay www.cnbc.com/2025/10/06/o...

New: Users are posting AI-generated videos of popular brands and animated characters on OpenAI’s new Sora app. I got access and was able to see (and generate!) many familiar faces myself. Here's why experts think that could be a problem for OpenAI. www.cnbc.com/2025/10/04/s...

New: OpenAI has been inking infrastructure deals valued in the tens to hundreds of billions of dollars. Some analysts are beginning to raise red flags. www.cnbc.com/2025/09/28/a...

Today is my first official day as @cnbc.com's AI reporter! Very excited to dive in during this boring and uneventful time 😄🥳🤠 I still have tons to learn, so please get in touch at [email protected] or on Signal at ashleycapoot.22. I’ll be spending lots more time in the Bay Area, too!

New: OpenAI's nonprofit parent will continue to have oversight over the company and will own an equity stake of more than $100 billion. It also signed a non-binding MOU with Microsoft, which outlines the next phase of their partnership. Deets here 💸 www.cnbc.com/2025/09/11/o...

Scoop: Verily, a health tech subsidiary of Alphabet, repeatedly breached HIPAA by using the health data of more than 25,000 patients in its research, marketing campaigns, press releases and national conferences w/o authorization, a lawsuit from a former executive says. www.cnbc.com/2025/09/11/a...

NEW: Do not go public. Do not acquire or be acquired. Software must work. CNBC sat down with Judy Faulkner, the founder and CEO of Epic, in a rare interview. Here's a look at how she built the company into the health-care software giant it is today. www.cnbc.com/2025/08/16/h...

New: GPT-5 is here! And OpenAI is making it available to everyone, including its free users. The company said the AI model is smarter, faster and "a lot more useful," particularly across domains like writing, coding and health care. Details here: www.cnbc.com/2025/08/07/o...

New: Linda Yaccarino, the former chief executive of Elon Musk’s social media platform X, is pivoting into health care. She's been named CEO of eMed, which is part of the growing group of companies trying to capitalize on the sky-high demand for GLP-1s. www.cnbc.com/2025/08/05/f...

New: Scale AI cuts 14% of workforce after Meta investment, hiring of founder Wang www.cnbc.com/2025/07/16/s...