CNBC's Jim Cramer said this week that despite growing safety concerns raised by Anthropic CEO Dario Amodei, he expects AI investment to keep accelerating because companies like Anthropic and OpenAI are generating too much revenue to slow down. After conversations with executives at Salesforce's Dreamforce conference, Cramer said he remains bullish on data center component makers and cybersecurity firms like Palo Alto Networks, Okta and CrowdStrike.
cnbc.com
· 2026-09-16
Payments firm Ramp's survey of 70,000 businesses found only 56% paid for AI tools in August, up just 0.4% from July, marking a sharp deceleration in adoption. Spending per employee among the top 1% of firms fell nearly 10% to $7,205, which Ramp economist Ara Kharazian attributes partly to seasonal vacation effects and partly to falling token prices, now averaging $0.68 per million tokens versus a March peak of $1.15.
techcrunch.com
· 2026-09-09
Nvidia posted quarterly sales of $96.2 billion, topping analyst estimates by roughly 4%, marking a new high for the chipmaker. Despite the strong results, shares dipped slightly as broader market anxiety over the sustainability of AI-related spending overshadowed the earnings beat.
wsj.com
· 2026-08-26
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