OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients In an internal memo, OpenAI's new revenue chief pointed to the artificial intelligence company's ongoing effort to reduce its reliance on Microsoft.

Scoop w/ @kr00ney.bsky.social: OpenAI CRO Denise Dresser sent a memo to staffers touting the company’s alliance with Amazon as a key growth driver for its enterprise business, while noting the constraints of its long-standing tie-up with Microsoft.

More here:
www.cnbc.com/2026/04/13/o...

'Chasing vibes' — OpenAI's M&A strategy gets more confusing with TBPN purchase Over 10 months after shelling out an eye-popping $6.4 billion for Jony Ive's nascent devices startup, OpenAI announced it's buying media company TBPN.

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)

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Legal AI startup Harvey valued at $11 billion in funding round, as VCs spread bets beyond model companies Harvey will use its fresh capital to expand its AI agents and grow its embedded legal engineering teams.

Exclusive: Harvey announced it raised $200 million in fresh capital at an $11 billion valuation.

www.cnbc.com/2026/03/25/l...

OpenAI calls out Microsoft reliance as risk in investor document ahead of expected IPO In a document that resembles an IPO prospectus, OpenAI highlighted the risk of its dependence on Microsoft and of supply disruptions at TSMC.

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...

OpenAI's data center pivot underscores Wall Street spending concerns ahead of IPO As OpenAI gears up for a potential IPO, it's outlined a more tempered infrastructure strategy and has moved away from an ambitious agreement with Nvidia.

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...

OpenAI's first crack at online shopping stumbled. It's preparing for the next wave Etsy, Walmart and Shopify were quick to jump into Instant Checkout, but item information was often inaccurate and onboarding merchants was difficult.

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...

Anthropic’s Claude would ‘pollute’ defense supply chain: Pentagon CTO "This is not meant to be punitive," Michael told CNBC's "Squawk Box."

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...

Anthropic officially told by DOD that it's a supply chain risk even as Claude used in Iran The formal declaration will require defense vendors and contractors to certify that they don’t use Anthropic’s models in their work with the Pentagon.

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...

Sam Altman tells OpenAI staffers that military's 'operational decisions' are up to the government In an all-hands meetings with OpenAI employees on Tuesday, CEO Sam Altman said his company doesn't get to choose how the military uses its technology.

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...

Anthropic faces lose-lose scenario in Pentagon conflict as deadline for policy change looms Anthropic has just hours to decide whether it will accede to the Defense Department's demands that it be able to use the company's AI models how it sees fit.

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."

Anthropic CEO Amodei says Pentagon's threats 'do not change our position' on AI Anthropic said its negotiations with the DoD are still ongoing.

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...

Anthropic faces Friday deadline in Defense AI clash with Hegseth Until this week, Anthropic was the only AI company cleared to deploy its models on classified networks. Elon Musk's xAI is now the second.

New w/ @kr00ney.bsky.social: Anthropic faces Friday deadline in Defense AI clash with Hegseth

www.cnbc.com/2026/02/24/a...

Cursor announces major update to AI agents as coding tool battle heats up Cursor announced updates to its AI coding agents as the startup works to fend off competition from rivals

Exclusive: Cursor announces major update to AI agents as coding tool battle heats up

www.cnbc.com/2026/02/24/c...

Anthropic updates Claude Cowork tool built to give the average office worker a productivity boost Companies can connect Claude Cowork to existing tools like Google Drive, Gmail and DocuSign.

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 Anthropic does not want its AI models to be used for autonomous weapons or to spy on Americans.

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

OpenAI lands multiyear deals with consulting giants in enterprise push The consulting firms will help OpenAI's enterprise customers get AI agents into real production workflows more quickly.

New: OpenAI lands multiyear deals with consulting giants in enterprise push

www.cnbc.com/2026/02/23/o...

OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030 OpenAI told investors it's targeting roughly $600 billion in total compute spend by 2030, trying to clarify its plans after touting a $1.4 trillion figure.

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...

Nvidia is in talks to invest up to $30 billion in OpenAI, source says The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September.

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...

Enterprise AI startup Cohere tops revenue target as momentum builds to IPO: Investor memo Cohere's competitors OpenAI and Anthropic are also weighing potential IPOs and competition for enterprise customers is heating up.

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...

Anthropic closes $30 billion funding round as cash keeps flowing into top AI startups After OpenAI raised the largest private tech financing round on record last year at over $40 billion, Anthropic is now second, with its $30 billion raise.

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...

Sam Altman touts ChatGPT's reaccelerating growth to employees as OpenAI closes in on $100 billion funding OpenAI CEO Sam Altman told employees that ChatGPT's monthly growth is back above 10%, as competition ramps up in generative AI.

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...

OpenAI executives were on a tear this week trying to quell critics CEO Sam Altman and several OpenAI executives stepped into a "food fight" over Anthropic's Super Bowl ad and threw jabs at Elon Musk.

New: OpenAI execs were Extremely Online this week

www.cnbc.com/2026/02/06/o...

OpenAI launches new enterprise platform in bid to win more business customers Frontier can work with OpenAI agents, enterprise-build agents, as well as agents from third parties like Google, Microsoft and Anthropic.

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...

Mozilla is building an AI ‘rebel alliance’ to take on industry heavweights OpenAI, Anthropic Mozilla is looking to deploy its roughly $1.4 billion in reserves to support "mission driven" companies and nonprofits, and is particularly focused on AI.

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 Anthropic revealed that Zoom Ventures had invested in the AI startup in May 2023.

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 Nvidia purchased CoreWeave Class A common stock at $87.20 per share.

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. OpenAI said ads would not influence ChatGPT's responses and that it will "never" sell user data to advertisers.

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

OpenAI has committed billions to recent chip deals. Some big names have been left out OpenAI has inked multibillion-dollar deals with AI chipmakers including Nvidia, AMD, Broadcom and Cerebras.

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...