Manpower is key for making enough chips to power AI, but a new report shows the U.S. faces a shortage of up to 157,000 semiconductor workers by 2030. Samsung sits down for a rare interview with CNBC’s Katie Tarasov about why it’s “concerned” as it prepares to open a new logic fab in Texas, within months of other U.S. fabs coming online from TSMC, Intel, Micron and SK Hynix. For now, U.S. chipmakers like Micron hold hiring sprees in Asia, which has dominating the industry for decades and offers chip jobs with bonuses upwards of $500,000. CNBC finds out what chipmakers and U.S. schools like Purdue and Arizona State University are doing to entice the next generation of U.S. students to study chip engineering, in hopes of creating a talent pipeline that will keep from crippling U.S. ambitions to lead in AI.

Chapters:
0:00 Introduction
2:28 Chip manufacturing in the U.S.
4:47 Front-end fabs, thousands of workers
7:44 Creating the pipeline
10:27 Other incentives

Producer and Reporter: Katie Tarasov
Edited by: Erin Black, Andrew Evers
Camera: Alex Bedoya, Robert Lampe, Evan Reinhardt
Additional Production: Mallory Leonard
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Emily Park
Additional Footage: Intel, Micron, Getty Images, SK Hynix, Samsung, TSMC, College of Western Idaho

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America’s AI Chip Talent Crisis — Why The U.S. Needs 157,000 More Workers

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While investors focus on Tesla’s Cybercab and Waymo’s robotaxis, autonomous trucking has been quietly gaining traction. Aurora Innovation has begun commercial freight runs in Texas and is expanding its fleet of driverless semitrucks. CNBC’s Phil LeBeau spoke with Aurora CEO Chris Urmson to learn more about why he believes autonomous freight is nearing a turning point.

Reporter: Phil Lebeau
Produced by: Meaghan Reeder
Edited by: Erin Black
Senior Managing Director: Tala Hadavi

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Exclusive: Ride-Along Inside Aurora’s Self-Driving Semitruck

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Key features include 4-day battery life, an enhanced heart rate monitor and automatic tracking. CNBC’s Harriet Taylor checks it out.
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First Look At Fitbit’s Long-Awaited $300 Ionic Smartwatch | CNBC

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AI doomerism hit a fever pitch after former OpenAI and Anthropic researchers warned that AI could kill us, and Anthropic CEO Dario Amodei, OpenAI’s Sam Altman and SpaceX CEO Elon Musk joined the cause. As runaway AI fears reached a crescendo, policymakers renewed calls for a magic stop button for AI or a kill switch, which would require model makers to build a capability to shut down access when an agents go awry. CNBC speaks to experts to find out what it would take to build an AI kill switch.

Chapters:
0:00 Introduction
1:55 Car we create an AI kill switch?
2:51 Hardware-based soltuion
3:14 Kill switch regulation
5:31 The EU AI Act
7:21 Self regulation
8:44 Are we too late?

Reporter: Samantha Subin
Senior Director of Video: Jeniece Pettitt
Edited by: Erin Black, Andrew Evers
Additional Footage: Getty Images

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Why It’s So Hard To Build An AI Kill Switch

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More than 40% of ground business travel receipts were for Uber services in Q4, according to Certify.
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Uber Shakes Up Business Travel | Tech Bet | CNBC

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