South Korean chip giant SK Hynix, which makes the majority of the world’s high-bandwidth memory chips for artificial intelligence, is undergoing the world’s largest memory fab buildout, betting $720 billion to triple capacity by 2034. This secretive memory king is also the hottest new entrant to the U.S. market, following a blockbuster Nasdaq debut in July.

SK Hynix, whose market cap has jumped more than fivefold in the past year and now tops $1 trillion, is making a big bet that extreme demand from AI is here to stay. Soaring memory prices exacerbated by capacity constraints are changing the fabric of the classic boom-and-bust industry, with AI chip giants like Nvidia willing to take on more risk as they scramble to secure supply. This is a never before seen look inside the highly secured company from the largest factory being built in South Korea to an inside look at a cleanroom where memory is made, to SK Hynix’s first ever U.S. facility coming in Indiana.

Plus, CNBC’s Katie Tarasov got a rare chance to sit down with SK Group Chairman Chey Tae-won and SK Hynix technology leads to ask about the huge risks they’re taking in hopes that AI has changed the memory business for good.

Chapters:
0:00 Introduction
2:09 $720 billion chip bet
8:23 Making HBM in a hurry
12:43 Boom and bust?
17:42 Coming to America

Reporter and Producer: Katie Tarasov
Senior Director of Video: Jeniece Pettitt
Edited by: Erin Black, Andrew Evers
Additional Camera: Richard Larkin, Nenad Simic
Animation: Jason Reginato, Emily Park, Christina Locopo
Additional Footage: SK Hynix, AMD, Samsung, Micron, Getty Images, Solidigm, ASML

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Watch a 60 second summary of the Apple Keynote from March 9, 2015, where Tim Cook presented the Apple Watch, and the new, thinner Macbook Air.
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Apple Keynote in 60 Seconds | CNBC

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Elevator giant Otis makes most of its profits from servicing elevators, not building new ones. The business hinges on long-term stability, but its stock has fallen over the past year due to setbacks in its service business and investors chasing the AI trade. Watch the video to learn more about how the company is trying to win back Wall Street.

Chapters:
0:00 Introduction
1:40 Chapter 1: Urbanization
3:28 Chapter 2: The service engine
7:12 Chapter 3: Business in China
9:22 Chapter 4: The competitive landscape

Produced and Shot by: Ryan Baker
Camera by: Natalie Rice, Darren Geeter
Edited by: Darren Geeter
Animation by: Jason Reginato, Emily Park
Additional Editing: Jason Reginato, Devan Burris
Senior Managing Producer: Tala Hadavi
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images, Otis

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Who Makes The Elevators Americans Ride Every Day?

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Swisher and Jim Cramer spin the wheel of tech fortune! Wherever the wheel lands, she’s not holding back.
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“Mad Money” takes viewers inside the mind of one of Wall Street’s most respected and successful money managers. Jim Cramer is your personal guide through the confusing jungle of Wall Street investing, navigating through both opportunities and pitfalls with one goal in mind — to try to help you make money.

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Recode Executive Editor Kara Swisher: Talking Tech | Mad Money | CNBC

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For years, the crypto industry’s biggest challenge has been finding users beyond traders. Now, some of its biggest companies have a new target: AI agents. While crypto is still largely driven by speculation, companies are betting AI can become a second growth engine by turning AI agents into users of crypto wallets, stablecoins, and blockchain payment networks.

Reporter: Tanaya Macheel
Produced and Edited by: Jeff Huang
Animation: Jason Reginato, Emily Park
Managing Producer: Anuz Thapa
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images

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Why Crypto Is Betting Big On AI Agents

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