CNBC Tech - Gaming

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1. OpenAI slams Anthropic in memo to shareholders as its leading AI rival gains momentum

   OpenAI sent a memo to investors blasting chief rival Anthropic for "operating on a meaningfully smaller curve."

2. OpenAI looks to take on Anthropic with $100 per month ChatGPT Pro subscriptions

   The new ChatGPT plan expands access to OpenAI's AI-powered coding assistant Codex.

3. Salesforce won't be discarded in the AI boom, but what companies want is changing

   Despite the risks, many analysts at major banks remain bullish on Salesforce.

4. Andy Jassy makes it clear giving up on Amazon's stock would be an expensive mistake

   Amazon's stock underperformance is eventually going to change, Jim Cramer argued Thursday.

5. Amazon CEO Jassy defends $200 billion AI spend: "We're not going to be conservative"

   Amazon shares have struggled so far this year as investors question the company's aggressive AI spending plans.

6. Google expands partnership with Intel for AI chips

   Google has committed to using multiple generations of Intel chips to power its AI data centers, in an expansion of an existing partnership.

7. Iran says U.S. breached ceasefire, Anthropic's court loss, rate cut odds and more in Morning Squawk

   Here are five key things investors need to know to start the trading day.

8. Meta's long-awaited AI model is finally here. But can it make money?

   After releasing its first major AI model in a year called Muse Spark, Meta now has to figure out how to turn it into a business.

9. OpenAI halts UK stargate project amid regulatory and energy price concerns

   The major AI infrastructure was announced in September in partnership was with Nvidia and Nscale.

10. Meta commits to spending additional $21 billion with CoreWeave as AI costs keep rising

    Meta's additional spending commitments with CoreWeave will be deployed from 2027 to 2032.