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What the spending means for the AI race | The scale of these investments shows that the competition for AI leadership is no longer only about developing better models. It is also about having enough computing infrastructure to build, train and deliver them. For companies such as Amazon, Microsoft, Alphabet and Meta, the challenge now is to turn this huge infrastructure spending into stronger AI and cloud revenues over time.
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CNBC TV18•25-09-2026, 07:26
Trump, House Speaker, Tech CEOs to Meet on AI Amid Global Concerns
  • •US President Donald Trump, House Speaker Mike Johnson, and tech CEOs will convene on September 29 to discuss artificial intelligence.
  • •Leading AI companies have cautioned about the risks AI poses to humanity, urging governments to collaborate on managing the technology.
  • •Governments globally are struggling to keep pace with the rapid advancements in AI.
  • •The US and China, key players in AI development, have adopted different regulatory approaches.
  • •Trump has stated the US does not require new AI-specific regulations, while China has implemented rules for AI algorithms and training data, including labeling requirements for AI-generated content.

Key Questions Answered

The meeting on artificial intelligence involving US President Donald Trump, Republican House of Representatives Speaker Mike Johnson, and tech CEOs is scheduled to take place on September 29.

Donald Trump has argued that the United States does not need new AI-specific regulations and has rejected any attempts to construct a globalist scheme to control the technology.

While the US has taken an approach without new AI-specific regulations, China has imposed rules governing AI algorithms and training data, which includes requirements for clearly labeling AI-generated content.