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- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 15, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Jul 24, 2026
Latest articles
Wall Street weighs prospect of an AI slowdown on data center buildout (opens the original)
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The data center boom in the U.S. has largely been tied to the growth prospects of two companies â Anthropic and OpenAI â and the seemingly unending demand for their models and services. Now Wall Street is weighing what a potential slowdown in model development could mean across the industry. Oracle has undergone a huge transformation over the past 18 months to capitalize on the artificial intelligence opportunity, laying off employees in slower-growth areas while pouring billions of dollars
Palantir's Karp renews attacks on frontier AI labs that are 'trying to drug addict us' (opens the original)
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Palantir CEO Alex Karp doubled down on his criticism of the frontier artificial intelligence labs on Monday, arguing that enterprises shouldn't be forced to give up their intellectual property to work with model makers. "We have people trying to drug addict us to a future they [frontier AI models] believe they control," Karp said in an exclusive interview with CNBC. "Now, I've spent a lot of time with Dario [Amodei] and the Anthropic crew. They want to tell you we have to march into a future whe
Bond market anxiety is growing over AI capex budgets (opens the original)
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Investors are getting increasingly uncomfortable with the amount of capital needed to make the artificial intelligence buildout a reality. It's playing out in real time in the bond market, where the biggest names involved in the blitz â Google, Amazon and Meta â are seeing credit spreads widen as fixed-income investors demand more reward to lend to the companies. Yields ticked higher this week after Alphabet lifted its capex forecast, raising concerns that other hyperscalers could follow sui
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Top 5K sites
For CNBC, the outlet · Measured Aug 1, 2026
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