MacKenzie Sigalos
@KenzieSigalos
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Covering tech @CNBC | Former @CNN in Hong Kong & NY with @FareedZakaria & @AndersonCooper | DMs open
Joined May 2012
Bitcoin halving complete! Went inside a geothermal-powered mine near Hell’s Gate, Kenya. Pretty much the closest you can get to having a tangible hold on #bitcoin.
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Broadcom closes up 9.88% following the announcement of its custom chip deal with OpenAI; its stock is up over 50% in 2025 after more than doubling in 2024 (@kenziesigalos / CNBC) https://t.co/sWZQCmlauR
https://t.co/Q9q2k6HW98 📫 Subscribe:
techmeme.com
MacKenzie Sigalos / CNBC: Broadcom closes up 9.88% following the announcement of its custom chip deal with OpenAI; its stock is up over 50% in 2025 after more than doubling in 2024
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OpenAI confirms multi-year chip deal with Broadcom after 18 months of quiet collaboration — 10GW of custom AI infrastructure, no equity involved. Chips will be ~30% cheaper than Nvidia’s, with OpenAI controlling everything from design to full rack deployment:
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A look at OpenAI's search for the sites of its Stargate data centers in the US; OpenAI has received 800+ applications since January and has 20 finalist sites (@kenziesigalos / CNBC) https://t.co/UDsggoKHsP
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techmeme.com
MacKenzie Sigalos / CNBC: A look at OpenAI's search for the sites of its Stargate data centers in the US; OpenAI has received 800+ applications since January and has ~20 finalist sites
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Source: OpenAI authorized up to $10.3B in shares for sale, but only $6.6B was sold, which insiders see as a sign of staff confidence and strong investor demand (@kenziesigalos / CNBC) https://t.co/bMHzySWn8H
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MacKenzie Sigalos / CNBC: Source: OpenAI authorized up to $10.3B in shares for sale, but only $6.6B was sold, which insiders see as a sign of staff confidence and strong investor demand
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More great reporting from @KenzieSigalos...on this historic week for @OpenAI, cementing its role as the central force in AI infrastructure while juggling significant financing challenges:
cnbc.com
OpenAI cemented its role as the central force in AI infrastructure this week, unveiling nearly a trillion dollars in planned spending.
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Anthropic plans to triple its international workforce this year, and already, nearly 80% of Claude usage comes from outside the U.S. https://t.co/1lrVL4VftB (via @KenzieSigalos)
cnbc.com
Anthropic is accelerating its global enterprise expansion, tripling its international headcount and pushing deployment of Claude’s AI models across industries.
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Anthropic plans to triple its global workforce and expand its applied AI team 5x in 2025, after growing its business clients from ~1K to 300K+ in two years (@kenziesigalos / CNBC) https://t.co/fyZ3EYH5QK
https://t.co/4uxoHXTEHy 📫 Subscribe:
techmeme.com
MacKenzie Sigalos / CNBC: Anthropic plans to triple its global workforce and expand its applied AI team 5x in 2025, after growing its business clients from ~1K to 300K+ in two years
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OpenAI hires former xAI CFO Mike Liberatore as business finance officer, reporting to CFO Sarah Friar, to oversee infrastructure spend; he left xAI in July (@kenziesigalos / CNBC) https://t.co/yfQt2t2lAB
https://t.co/wWLLDyz6s8 📫 Subscribe:
techmeme.com
MacKenzie Sigalos / CNBC: OpenAI hires former xAI CFO Mike Liberatore as business finance officer, reporting to CFO Sarah Friar, to oversee infrastructure spending; he left xAI in July
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scoop from @KenzieSigalos OpenAI hires former xAI CFO as Altman-Musk rivalry escalates
cnbc.com
OpenAI has hired former xAI finance chief Mike Liberatore as business finance offer, responsible for managing the company's soaring compute spending.
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Google's Chrome browser might actually be worth as much as $50 billion https://t.co/cAz23S8W01 the latest from @jenn_elias & @KenzieSigalos
cnbc.com
Perplexity AI's offer of $34.5 billion for Google's Chrome browser is a lot lower than where some analysts value the business.
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OpenAI says it will hit 700M weekly active users for ChatGPT this week, up from 500M in March and up 4x YoY, and has 5M paying business users, up from June's 3M (@kenziesigalos / CNBC) https://t.co/I9QYm9enPU
https://t.co/qYzhgiQwnK
https://t.co/ZOzeer2dpR
techmeme.com
MacKenzie Sigalos / CNBC: OpenAI says ChatGPT will hit 700M weekly active users this week, up from 500M in March and up 4x YoY, and now has 5M paying business users, up from 3M in June
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11 years ago, @IBM security mistook @VitalikButerin for a lost kid in its Zurich lab, where his early @ethereum code helped build the company's 1st blockchain prototype. A year later in a Berlin loft, Vitalik and a small band of developers launched “Frontier” — now a $420B
Ethereum turns 10: From scrappy experiment to Wall Street’s invisible backbone
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Robinhood reports Q2 revenue up 45% YoY to $989M vs. $908M est., net income up 105% YoY to $386M, funded customers grew by 2.3M to 26.5M (@kenziesigalos / CNBC) https://t.co/kLotEb1jOd
https://t.co/gJfNDa2Ve9
https://t.co/ZOzeer2dpR
techmeme.com
MacKenzie Sigalos / CNBC: Robinhood reports Q2 revenue up 45% YoY to $989M, vs. $908M est., net income up 105% YoY to $386M, and funded customers up 10% YoY to 26.5M, vs. 26.1M est.
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Superpowers for Superheroes. Today, we unveil EagleEye: the family of warfighter augments that place mission command & AI directly into the operator's helmet.
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PayPal reports Q2 net revenue up 5% YoY to $8.3B, vs. $8.08B est., TPV up 6% YoY to $443.5B, transactions down 5% YoY to 6.2B, active accounts up 2% YoY to 438M (@kenziesigalos / CNBC) https://t.co/x9gztGNQZW
https://t.co/Im9SNMkq3V
https://t.co/ZOzeer2dpR
techmeme.com
MacKenzie Sigalos / CNBC: PayPal reports Q2 net revenue up 5% YoY to $8.29B, vs. $8.08B est., but sees slowing transaction margin dollars growth, up 7% to $3.84B; PYPL closes down 8.66%
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Justin Sun says he is buying another $100M worth of $TRUMP, doubling his total known stake of digital coins tied to President Trump (@kenziesigalos / CNBC) https://t.co/5O4noHmUrx
https://t.co/V8H3VwSdKu
https://t.co/ZOzeer1FAj
techmeme.com
MacKenzie Sigalos / CNBC: Justin Sun says he is buying another $100M worth of $TRUMP, doubling his total known stake of digital coins tied to President Trump
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Jack Dorsey shares TestFlight and GitHub links to his "weekend project", Bitchat, a decentralized P2P messaging iOS app that relies on Bluetooth mesh networks (@kenziesigalos / CNBC) https://t.co/V7gFJf2PXA
https://t.co/ugnSaCrykR
https://t.co/ZOzeer2dpR
techmeme.com
MacKenzie Sigalos / CNBC: Jack Dorsey shares TestFlight and GitHub links to his “weekend project”, Bitchat, a decentralized P2P messaging app that only works over Bluetooth mesh networks
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A look at the annual Ethereum Community Conference, or EthCC, Ethereum's flagship European event, held in Cannes this year to showcase the network's growth (@kenziesigalos / CNBC) https://t.co/cRrxMGBp5E
https://t.co/wAQz5Wclcb
https://t.co/ZOzeer2dpR
techmeme.com
MacKenzie Sigalos / CNBC: A look at the annual Ethereum Community Conference, or EthCC, Ethereum's flagship European event, held in Cannes this year to showcase the network's growth
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Hydrate. Hustle. GO! CELSIUS HYDRATION - The ultimate hydration for every move. CELSIUS. LIVE. FIT. GO!
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Exciting news! Your favorite internet frens are still in town. Join us for some spicy debates at @EthCC. IYKYK. Today on the Chaplin Stage (5th floor). From 11:30am - 3pm. What happens in Cannes, stays in Cannes🍿 Artisanally crafted by @waverlymaven and @lrettig ✨ Don’t
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OpenAI says the tokenized OpenAI shares Robinhood has started offering are not equity: "We did not partner with Robinhood...and do not endorse it" (@kenziesigalos / CNBC) https://t.co/4CUYlcnAdq
https://t.co/iZc0WhDxZ2
https://t.co/ZOzeer1FAj
techmeme.com
MacKenzie Sigalos / CNBC: OpenAI says the tokenized OpenAI shares now on Robinhood are not equity: “We did not partner with Robinhood, were not involved in this, and do not endorse it”
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