Why enterprises want in-house AI

CNBC's Deirdre Bosa reports on how companies are shifting from renting AI to building AI in-house.
24/7 Wall St. on MSN

Why US AI restrictions could give China an unexpected advantage following the Android playbook

Quick ReadNVIDIA is pursuing open-source AI strategies to counter Chinese models even as export controls erode its China chip ...

Reflection deal suggests SpaceX's Colossus could become its own business line

CNBC's Deirdre Bosa reports on news regarding SpaceX.
AOL

CNBC’s Deirdre Bosa Warns Oracle Investors: A $523 Billion Backlog May Not Be What It Seems

"The chip cycle is moving so fast that even the biggest infrastructure deals can't keep up." That line from CNBC's Deirdre Bosa captures the core tension now rattling AI infrastructure investors.