Tech
The Fight for AI Market Dominance | CNBC Marathon
CNBC Marathon explores how different big tech companies are fighting for AI market dominance.
A little-known AI lab out of China has ignited panic throughout Silicon Valley after releasing AI models that can outperform America’s best despite being built more cheaply and with less-powerful chips. DeepSeek, as the lab is called, unveiled a free, open-source large-language model in late December that it says took only two months and less than $6 million to build. The new developments have raised alarms on whether America’s global lead in artificial intelligence is shrinking and called into question big tech’s massive spend on building AI models and data centers. In a set of third-party benchmark tests, DeepSeek’s model outperformed Meta’s Llama 3.1, OpenAI’s GPT-4o and Anthropic’s Claude Sonnet 3.5 in accuracy ranging from complex problem-solving to math and coding. CNBC’s Deirdre Bosa has the story. This video also includes Bosa’s full interview with Perplexity CEO Aravind Srinivas.
Humanoid robots are catching the attention, and billions of investment dollars, from big tech companies like Amazon, Google, Nvidia and Microsoft. Elon Musk is betting the future of Tesla on these machines, predicting its robot, Optimus, could propel it to a $25 trillion market cap. Powered by artificial intelligence, these bots have seen quantum leaps in what they’re capable of in just the past few years. CNBC’s Kate Rooney speaks with Agility Robotics, Apptronik, Sanctuary AI and others to explore the rise of these AI-driven humanoids, if they’re a cure-all for our global workforce problems, or if this is yet another tech bubble.
Microsoft, Google and Amazon, along with other tech companies, have been getting creative in how they’re poaching talent from top artificial intelligence startups. Earlier this month, Google inked an unusual deal with Character.ai to hire away its prominent founder, Noam Shazeer, along with more than one-fifth of its workforce while also licensing its technology. It looked like an acquisition, but the deal was structured so that it wasn’t. Google wasn’t the first to take this approach. In March, Microsoft signed a deal with Inflection that allowed Microsoft to use Inflection’s models and to hire most of the startup’s staff. Amazon followed in June with a faux acquisition of Adept where it hired top talent from the AI startup and licensed its technology. It’s a playbook that skirts regulators and their crackdown on Big Tech dominance, provides an exit for AI startups struggling to make money, and allows megacaps to pick up the talent needed in the AI arms race. But while tech giants might think they’re outsmarting antitrust enforcers, they could be playing with fire. CNBC’s Deirdre Bosa has the story.
Chapters:
00:00 Introduction
01:17 How China’s New AI Model DeepSeek Is Threatening U.S. Dominance (Published Jan 2025)
41:40 Why Nvidia, Tesla, Amazon And More Are Betting Big On AI-Powered Humanoid Robots (Published August 2024)
58:48 How Google, Microsoft And Amazon Are Raiding AI Startups For Talent (Published July 2024)
Anchor: Deirdre Bosa
Produced by: Andrew Evers. Jasmine Wu, Laura Batchelor, Drew Troast
Reporter: Kate Rooney
Edited by: Matt Soto,
Field Producer: Kevin Schmidt
Senior Director: Jeniece Pettitt
Additional Camera: Katie Tarasov, Lisa Setyon
Additional Footage: Getty Images, Character.ai, Agility Robotics, Sanctuary AI, Apptronik, Tesla, Figure AI, Boston Dynamics, Nvidia
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The Fight for AI Market Dominance | CNBC Marathon
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There’s a new challenger to Nvidia that says its chip can run AI inference at ten times the speed of a standalone GPU. The new chip from D-Matrix is called Corsair, and it’s now in volume production with commitments from hyperscalers, neoclouds and frontier AI labs. In an exclusive interview with CNBC, CEO Sid Shath explains how Corsair bypasses the DRAM shortage by relying on SRAM directly on the chip, and how that tight integration means Corsair can transfer data using five times less energy. It’s a novel approach to memory that’s led to huge gains for other chip startups in recent months. Cerebras’ blockbuster $95 billion IPO in May landed it among tech’s largest ever debuts, and Groq received $20 billion from Nvidia in the AI giant’s largest purchase ever in December. Now CNBC asks whether D-Matrix could be next.
Reporter: Katie Tarasov
Edited by: Darren Teeter
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images, D-Matrix, Nvidia, Microsoft, Cerebras, Groq
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This Nvidia Challenger Says Its AI Chip Is 10x Faster Than A GPU
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Logitech has been a stealth way to play the rise in eSports, but after a tepid response to the tech player’s earnings, Jim Cramer checked if it’s time to hit pause or a chance to get in the game.
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Logitech International CEO: Global Phenomenon | Mad Money | CNBC
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Peter Bauer, Mimecast CEO & founder, talks about security precautions employees and employers can take to help prevent cyber attacks inside organizations.
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How To Identify Cyber Impersonators: Mimecast CEO Peter Bauer | CNBC
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Venture capital is buying its way into the AI transformation that enterprise software hasn’t delivered. Instead of selling AI tools to companies, venture firms are buying legacy companies outright and rebuilding them around AI from the inside. The bet puts VCs on offense and leaves traditional private equity, which spent the last cycle buying enterprise software at peak prices, on defense.
The strategy is known in Silicon Valley as the AI rollup. Over the past six months it has crossed into public markets twice: General Catalyst and Trian’s $7.6 billion take-private of Janus Henderson (JHG) in December, and Long Lake Management’s $6.3 billion agreement in May to take American Express Global Business Travel (GBTG) private at a 65 percent premium. CNBC’s Deirdre Bosa has the story.
Chapters:
0:00 – 0:55 Introduction
0:56 – 4:31 The AI rollup
4:32 – 5:34 Where private equity got it wrong
5:35 – 7:20 A risky bet
Anchor and Columnist: Deirdre Bosa
Produced by: Jasmine Wu
Edited by: Andrew Evers
Senior Director of Video: Jeniece Pettitt
Animation: Emily Park
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AI Rollup: Silicon Valley’s New Buyout Playbook Is Hitting Wall Street
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For two years, companies bought AI one way: pick the most powerful model and run everything through it. That era is ending.
A new discipline called model routing is taking hold, sending hard tasks to expensive frontier models and easy ones to cheaper, faster alternatives. It can cut AI bills dramatically. But it also means OpenAI and Anthropic stop getting paid for every task, which complicates the IPO story both are built on.
Deirdre Bosa talks to Scott Wu, co-founder and CEO of Cognition (maker of the coding agent Devin), about his new engineering value guarantee, why Devin routes across models automatically, and what it actually takes to measure AI’s return. Then Cisco President and Chief Product Officer Jeetu Patel on the cost shock hitting the enterprise, why his own company blew through its AI budget, and whether the frontier labs can hold their pricing power.
Anchor and columnist: Deirdre Bosa
Produced by: Jasmine Wu
Editing by: Erin Black
Technical Associate: Sami Savona
Senior Director of Video: Jeniece Pettitt
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Why The Fix For AI’s Spending Problem Is Not Good For OpenAI And Anthropic
Why The Fix For AI’s Spending Problem Is Not Good For OpenAI And Anthropic
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