On 1,200 acres in Indiana, Amazon’s biggest AI data center is now operational, with half a million AWS Trainium2 chips entirely devoted to powering OpenAI rival Anthropic. Just over a year ago, the whole site was nothing but dirt and cornfields. Seven buildings are operating now, and once complete, the site will have around 30 buildings and consume some 2.2 gigawatts of power. CNBC went to the small town of New Carlisle, Indiana, to talk to locals who are worried about the impact on their community and electric bills – and to get a first ever on-camera tour inside what Amazon’s calling the largest cluster of non-Nvidia chips in the world. We also sat down with AWS CEO Matt Garman and Anthropic CPO Mike Krieger for more details on the partnership.

Chapters:
0:00 Introduction
2:37 Rapid buildout
6:41 Exclusively AWS chips
9:41 Aligned with Anthropic
12:24 Power and water

Produced and Shot by: Katie Tarasov
Additional Reporting: MacKenzie Sigalos
Edited by: Mike Heffron
Additional Camera: Erin Black, Michael Crowe, Newton Ward, Peter Cassam
Senior Director of Video: Jeniece Pettitt
Animation: Emily Park, Jason Reginato, Josh Kalven
Additional Production: Laura Batchelor
Additional Footage: Amazon, Getty Images, Meta, Indiana Michigan Power, Last Energy

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How Amazon Opened Its Largest AI Data Center In The World In Just One Year

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One of America’s largest convenience store chains, Wawa, has gained a cultlike following in its home markets of Philadelphia and South Jersey due to its sharp focus on food and customer service. Its revenue is estimated to have more than doubled since 2014, and its workforce has grown nearly 90% since 2016 as it rapidly expands to other areas of the country. So, can the nearly $19 billion convenience chain take on major chains and local players like 7-Eleven, Buc-ee’s and Casey’s General Stores?

Chapters:
0:00 Introduction
1:51 Chapter 1. A cultlike following
4:14 Chapter 2. Rapid expansion
6:28 Chapter 3. Challenges

Produced and Shot by: Natalie Rice
Edited by: Michael Heffron
Additional Camera by: Shawn Baldwin
Animation: Jason Reginato, Mallory Brangan
Senior Managing Producer: Tala Hadavi
Additional Footage: AP Photos, Getty Images, United Dairy Farmers, Wawa, WCAU
Additional Sources: PitchBook

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How Wawa Is Taking Share From Burger King And Starbucks

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The societal debate surrounding AI companions isn’t just about their effects on humans. Increasingly it’s about whether the companions can have human-like experiences.

In a research paper, titled “Taking AI Welfare Seriously,” Robert Long, the executive director of Eleos AI, and his colleagues argued that “there is a realistic possibility that some AI systems will be conscious and/or robustly agentic in the near future.”

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Multiple startups all the way to defense giants like Lockheed Martin are betting that a new generation of advanced drones will define the future of warfare. Shield AI gave CNBC an exclusive first look at the X-BAT, its new AI-powered fighter jet. The company has quickly become a rising force in defense technology, reaching a $5.3 billion valuation after raising $240 million in its latest funding round. Still, it’s competing against established defense primes like Lockheed Martin and Northrop Grumman — and has yet to turn a profit. Watch the video to see how Shield AI is trying to stand out in a crowded field.

Chapters:
0:00 Introduction
1:07 Chapter 1: Rise of Shield AI
6:36 Chapter 2: AI-powered combat
8:55 Chapter 3: A new era of war

Produced and Shot by: Andrew Ever, Ryan Baker
Edited by: Andrew Evers, Andrea Miller
Animation by: Jason Reginato, Emily Park
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images, Shield AI, Lockheed Martin, Aduril, General Atomics

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Shield AI’s New AI-Piloted Fighter Drone Is Straight Out Of Sci-Fi

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The S&P 500 index has long been a go-to investment for those seeking broad market exposure, but that may be changing. AI-fueled growth in companies like Nvidia, Microsoft and Apple has given them outsized influence, with the top five companies now making up nearly 30% of the index. Watch the video above to learn how artificial intelligence is transforming the makeup of the S&P 500, what that means for investors and whether your retirement portfolio is more concentrated than you think.

Chapters:
0:00 Introduction
1:45 How AI became such a big part of the S&P 500
3:40 Set it and forget it?
7:15 Diverse portfolio

Produced and Shot by: Charlotte Morabito
Edited by: Andrea Miller
Additional Reporting: Chris Hayes
Additional Camera: Jordan Smith
Animation: Emily Park, Jason Reginato
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images

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How The S&P 500 Quietly Became An AI Fund

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