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Articles by Seema Mody
Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain Original
watch now Microsoft is shrinking its roster of neocloud partners as it focuses on work with a few key suppliers and builds out its own data centers, according to people familiar with the matter. The software giant's plans pose another potential challenge for a corner of the artificial intelligence market that's showing signs of strain due to rising borrowing costs, hefty debt loads and concerns about whether the buildout will slow down.
Microsoft to reportedly wind down Oracle deal to rent AI cloud capacity
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Microsoft to reportedly wind down Oracle deal to rent AI cloud capacity CNBC's Seema Mody joins 'Halftime Report' to explain the latest involving Microsoft.
Microsoft in process of consolidating neocloud relationships, sources say
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Microsoft in process of consolidating neocloud relationships, sources say CNBC's Seema Mody joins 'Squawk on the Street' with the latest news surrounding neoclouds.
Qualcomm, Arm drop after earnings: Here's what you need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Qualcomm, Arm drop after earnings: Here's what you need to know CNBC's Seema Mody joins 'Squawk on the Street' with the latest news surrounding tech earnings.
Data center and chip stocks decline after Democrats flip both House and Senate
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Data center and chip stocks decline after Democrats flip both House and Senate CNBC's Seema Mody joins 'The Exchange' with the latest news surrounding chip stocks.
SpaceX signs deal with Qualcomm to provide network technology for U.S. mobile service
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email SpaceX signs deal with Qualcomm to provide network technology for U.S. mobile service CNBC's Seema Mody reports on the latest news on SpaceX and Qualcomm.
Meta seeks to raise up to $25 billion in debt sale as AI spending jumps Original
Mark Zuckerberg, chief executive officer of Meta Platforms Inc., reveals the Meta Virtual Reality (VR) glasses during the Meta Connect event in Menlo Park, California, US, on Wednesday, Sept. 23, 2026. Minh Connors | Bloomberg | Getty Images Meta is seeking to raise between $20 billion and $25 billion in a bond sale on Tuesday as the company ramps up its spending on artificial intelligence infrastructure along with AI models and services.
Palantir falls after earnings: Here's what you need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Palantir falls after earnings: Here's what you need to know CNBC's Seema Mody joins 'Squawk on the Street' to discuss the latest news surrounding Palantir's earnings.
Palantir beats on earnings and revenue, Q3 commercial revenue surpasses government revenue
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Palantir beats on earnings and revenue, Q3 commercial revenue surpasses government revenue CNBC's Seema Mody joins 'Closing Bell Overtime' with Palantir Q3 results.
Caterpillar slides on Q3 earnings Original
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Caterpillar slides on Q3 earnings CNBC's Seema Mody joins 'Squawk on the Street' with the latest news surrounding Caterpillar's earnings.
OpenAI CEO Sam Altman comments on cyber risk: What you need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email OpenAI CEO Sam Altman comments on cyber risk: What you need to know CNBC's Seema Mody joins 'Squawk on the Street' to discuss the latest news surrounding artificial intelligence and cyber risks.
SK Hynix jumps on Q3 earnings
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email SK Hynix jumps on Q3 earnings CNBC's Seema Mody joins 'Squawk on the Street' to discuss the latest news surrounding SK Hynix's earnings results.
GE Vernova sinks despite Q3 beat
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email GE Vernova sinks despite Q3 beat CNBC's Seema Mody joins 'Squawk on the Street' to discuss the latest news surrounding GE Vernova and Vertiv.
Oracle announces new agreement to embed ChatGPT in more of its products Original
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Oracle announces new agreement to embed ChatGPT in more of its products Oracle is adding OpenAI’s ChatGPT and Codex to its application stack, extending enterprise access to OpenAI tools. CNBC's Seema Mody discusses.
Oracle integrates ChatGPT, Codex into apps and expands cloud chip lineup
3 hours ago Alongside a new M6 iMac, Apple has also unveiled a new 14-inch MacBook Pro powered by M6. The new M6 MacBook Pro starts at $1,999 and will be available to pre-order tomorrow, October 28. Apple says: Apple today announced the new 14-inch MacBook Pro with M6, delivering even more performance, powerful …
Oracle integrates ChatGPT, Codex into apps and expands cloud chip lineup
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Oracle integrates ChatGPT, Codex into apps and expands cloud chip lineup Oracle is adding OpenAI’s ChatGPT and Codex to its application stack, extending enterprise access to OpenAI tools.
Oracle integrates ChatGPT, Codex into apps and expands cloud chip lineup
Oracle on Tuesday announced an expanded collaboration with OpenAI that brings the artificial intelligence lab's ChatGPT and Codex into the software maker's applications to make databases more actionable.
Oracle AI World keynote: Here's what you need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Oracle AI World keynote: Here's what you need to know CNBC's Seema Mody joins 'Squawk on the Street' to discuss the latest news surrounding OpenAI and Oracle.
Why CoreWeave is at the center of the AI selloff Original
watch now News Videos Neocloud company CoreWeave is facing a crisis of confidence on Wall Street that’s playing out in real time among equity and bond investors. With interest rates spiking and AI build-out concerns mounting, debt-heavy neoclouds like CoreWeave are being viewed by many market participants as the most vulnerable trade in the artificial intelligence space. CNBC's Seema Mody has the story. 03:23 3 minutes ago Seema Mody Andrew Evers Jeniece Pettitt
CoreWeave’s market confidence erodes as bond yields spike and stock sinks
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email CoreWeave’s market confidence erodes as bond yields spike and stock sinks CoreWeave is facing a crisis of confidence on Wall Street that's playing out in real time among equity and bond investors.
CoreWeave’s market confidence erodes as bond yields spike and stock sinks
CoreWeave CEO Michael Intrator appears after the company's initial public offering at the Nasdaq MarketSite in New York on March 28, 2025. Michael Nagle | Bloomberg | Getty Images CoreWeave is facing a crisis of confidence on Wall Street that's playing out in real time among equity and bond investors.
Circle’s Jeremy Allaire on new OCC rules implementing the GENIUS Act Original
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Circle’s Jeremy Allaire on new OCC rules implementing the GENIUS Act Jeremy Allaire, CEO of Circle, sat down with CNBC's Seema Mody from the Paley International Council Summit to discuss the implications of the OCC finalizing its rules implementing the GENIUS Act.
South Korea’s Elice plunges in market debut
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email South Korea’s Elice plunges in market debut CNBC’s Seema Mody reports on Elice after shares of the South Korean AI services firm plunged in their market debut Tuesday.
AI bounces back after sell-off: Here's what you need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email AI bounces back after sell-off: Here's what you need to know CNBC's Seema Mody reports on the latest market trends as investors buy the dip in the AI trade.
AI debt concerns grow
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email AI debt concerns grow CNBC's Seema Mody reports on another tough session for tech as fears grow over the debt loads tied to the AI buildout.
Apollo, banks in talks to finance SpaceX's $40 billion Nvidia GPU purchase
watch now Apollo Capital Management and several banks are in discussions with SpaceX to help facilitate the company's purchase of $40 billion worth of Nvidia graphics processing units, according to a person familiar with the talks who asked not to be named to discuss the matter. The deal will primarily rely on the investment-grade debt market, which SpaceX just tapped four months ago, the person said.
SpaceX in talks with Apollo, consortium of banks to support $40 billion purchase of Nvidia GPUs
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email SpaceX in talks with Apollo, consortium of banks to support $40 billion purchase of Nvidia GPUs CNBC's Seema Mody reports on the latest news surrounding SpaceX.
Marvell shares on a record run
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Marvell shares on a record run CNBC's Seema Mody reports on Marvell's Investor Day.
Brazil stocks rally on presidential election results
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Brazil stocks rally on presidential election results CNBC's Seema Mody reports on the latest election results in Brazil and how stocks are reacting.
Debt-hungry AI companies face increased risk as bond yields spike Original
Spools of electrical wires outside a series of assembly tents during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Stargate is a collaboration of OpenAI, Oracle and SoftBank, with promotional support from President Donald Trump, to build data centers and other infrastructure for artificial intelligence throughout the US.
Debt-hungry AI companies face increased risk as bond yields spike
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Oracle shares drop after sending ‘force majeure’ notice on New Mexico data center project
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email CNBC's Seema Mody reports on Oracle.
Wall Street weighs prospect of an AI slowdown on data center buildout Original
watch now The data center boom in the U.S. has largely been tied to the growth prospects of two companies — Anthropic and OpenAI — 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.
AI slowdown raises questions about data center timeline
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email AI slowdown raises questions about data center timeline CNBC's Seema Mody reports on the implications of an AI slowdown on Silicon Valley's biggest names in tech.
CNBC TEC Survey: Respondents say AI is accelerating cyber risk faster than organizations can adapt
CNBC TEC Survey: Respondents say AI is accelerating cyber risk faster than organizations can adapt CNBC's Seema Mody reports on news regarding the latest CNBC Technology Executive Council Survey.
Palantir beats on top and bottom lines
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Palantir beats on top and bottom lines CNBC's Seema Mody joins 'Squawk on the Street' to discuss Caterpillar's Q2 earnings, Palantir's commercial revenue, and more.
Palantir's Karp renews attacks on frontier AI labs that are 'trying to drug addict us'
watch now 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.
Bond market anxiety is growing over AI capex budgets Original
watch now 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 — Google, Amazon and Meta — are seeing credit spreads widen as fixed-income investors demand more reward to lend to the companies.
Oracle signs $7 billion Pentagon deal: Here's what you need to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Oracle signs $7 billion Pentagon deal: Here's what you need to know CNBC’s Pippa Stevens reports on Oracle as the tech giant signs a 10-year software contract with the Pentagon.
GE Vernova slides after earnings
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email GE Vernova slides after earnings CNBC's Seema Mody reports on GE Vernova after the company's stock declined following its earnings report.
Palantir CEO Alex Karp bashes AI token model amid higher costs
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Palantir CEO Alex Karp bashes AI token model amid higher costs CNBC's Seema Mody reports on news regarding skyrocketing AI costs.
How GE Vernova builds the massive gas turbines powering the AI data center boom Original
watch now An exclusive look inside GE Vernova's largest gas turbine plant in Greenville, South Carolina, offers fresh evidence that the artificial intelligence boom is going strong. Inside, engineers are working alongside factory workers to speed up production of this complex machine. The company hired 200 workers last year, and 300 more are expected to start working at this factory by the end of the year. Fueling the growth is AI.
How the AI data center buildout is creating boom for the gas turbine industry
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How the AI data center buildout is creating boom for the gas turbine industry
watch now Tech CNBC's Seema Mody got an exclusive look inside GE Vernova's largest gas turbine plant in Greenville, South Carolina offer fresh evidence that the AI boom is only getting started. Inside the factory, engineers are working side-by-side factory workers to speed up production of this complex machine. Two hundred workers were hired last year and three hundred more are expected to start working at this factory by end of year. Prices of gas turbines are surging more than 300% since 2023.
SpaceX's next big catalyst: Here's what to watch for
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email SpaceX's next big catalyst: Here's what to watch for CNBC's Seema Mody reports on news regarding SpaceX.
This next catalyst could move SpaceX stock
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email This next catalyst could move SpaceX stock CNBC's Seema Mody reports on the rapid pace SpaceX has raised money in the bond market and what catalysts could move the company's stock in the coming weeks, including a potential inclusion into the Nasdaq 100.
Microsoft buys seven GE Vernova turbines for Texas data center with Chevron Original
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Microsoft buys seven GE Vernova turbines for Texas data center with Chevron CNBC's Seema Mody reports on GE Vernova's gas turbines that are powering AI.
AI driving GE Vernova to ramp capacity at gas turbine factory Original
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email AI driving GE Vernova to ramp capacity at gas turbine factory CNBC's Seema Mody got an exclusive inside look at how GE Vernova manufacturers its advanced gas turbines that are increasingly used by the hyperscalers to power their data center projects.
Inside the world's largest gas turbine plant
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Inside the world's largest gas turbine plant Hyperscalers including Meta and Microsoft are increasingly relying on GE Vernova to power their data centers. CNBC's Seema Mody joins 'Squawk on the Street' with more.
Powering AI with GE Vernova: Here's what to know
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Powering AI with GE Vernova: Here's what to know AI giants are increasingly relying on one key energy player to power their data centers. CNBC's Seema Mody joins 'Squawk Box' with the details.
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