Tech
Why AI Chips Made In The U.S. Are Being Sent To Taiwan — Creating A Major Bottleneck
There’s a new bottleneck in the AI chipmaking process that happens almost entirely in Asia right now: advanced packaging. It connects smaller chips together into a larger chip like a GPU, so it can communicate with data centers and more. As Nvidia books the majority of capacity, TSMC prepares to break ground on its first U.S. packaging plants, and Elon Musk taps Intel for ambitious custom chip plans in Texas. CNBC got an exclusive interview with TSMC and toured an Intel packaging plant in Arizona to find out exactly how advanced packaging works and why capacity is ramping up fast.
Chapters:
00:00 – Introduction
2:25 – Rise of advanced packaging
5:57 – From 2D to 3D
10:39 – U.S. packaging capacity
Produced and Shot by: Katie Tarasov
Edited by: Evan Lee Miller
Camera by: Marc Ganley, Tony Puyol
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Emily Park
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Nvidia Booked The Majority Of TSMC’s Capacity Of A Crucial Chipmaking Step
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Tech
Why Meta’s New AI Model Is Such A Big Deal
Meta has launched Muse Spark, its most powerful AI model yet and the first major product from Chief AI Officer Alexandr Wang’s newly formed Meta Superintelligence Lab. The release comes as the company ramps capital expenditures to as much as $135 billion this year, nearly double last year’s spend, raising the stakes for every product that emerges from Wang’s lab. Unlike Meta’s previous open-source Llama models, Muse Spark will be proprietary, with plans to eventually offer paid API access, opening a potential new revenue stream. Meta says larger, more capable models are already in development and that Muse Spark is just the foundation on the road to what Zuckerberg and Wang call “personal superintelligence.” CNBC’s Julia Boorstin explores why this launch is such a big deal for Meta.
Reporter: Julia Boorstin
Produced by: Stephen Desaulniers
Edited by: Andrew Evers
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images, Meta
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Why Meta’s New AI Model Is Such A Big Deal
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Tech
How a North Korean fake IT worker tried to infiltrate a U.S. company
Job-seeking impostors, including deepfakes, are exploiting the remote work trend, defrauding U.S. companies and potentially threatening U.S. national security, according to experts.
While fraudulent job seekers can originate from anywhere, fake candidates with ties to North Korea have drawn significant headlines in recent months.
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Tech
Why Automakers Want To Power AI Data Centers
With EV sales faltering and forecasts lowered, automakers are looking for ways to sell the batteries they are making. CNBC’s Robert Ferris breaks down how and why automakers including General Motors and Ford are investing in a new industry.
Producer: Robert Ferris
Editor: Natalie Rice
Animation: Jason Reginato
Senior Managing Producer: Tala Hadavi
Additional footage:Ford, Getty Images, GM, Redwood Materials, Tesla
Additional sources: Benchmark Mineral Intelligence, Carnegie Mellon University, Wood Mackenzie
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Why Automakers Want To Power AI Data Centers
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Tech
How T.J. Maxx Disrupted The Retail Industry
Over the past decade, TJX Companies has nearly doubled its annual sales, crossing the $50 billion mark in fiscal 2024. Consumers are drawn to T.J. Maxx, Marshalls and HomeGoods for their ability to find name brands at a discount and the treasure hunt-like nature of its shopping experience. Experts credit the brand for destigmatizing the discount shopping. Watch the video to learn how T.J. Maxx won over the American consumer.
Chapters:
0:00 Introduction
1:20 Chapter 1: Consumer perception is key
3:45 Chapter 2: Finding the right product
6:20 Chapter 3: Sustaining growth
Produced and shot by: Ryan Baker
Edited by: Kevin Heinz
Senior Managing Producer: Tala Hadavi
Animation: Jason Reginato, Christina Locopo
Additional Footage: Getty Images
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How T.J. Maxx Disrupted The Retail Industry
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Tech
What The Helium Shortage Means For Semiconductors
Iranian drone strikes have shut down helium production in Qatar, which is responsible for over a third of the world’s supply. Helium is critical for medical imaging, aerospace and electronics manufacturing and semiconductors, but there are no viable alternatives. CNBC’s Lisa Kailai Han breaks down what the shortage means for markets.
Produced, Shot and Edited by: Macklin Fishman
Reporting by: Lisa Kailai Han
Additional Editing by: Natalie Rice
Animation by: Emily Park
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images, QatarEnergy LNG, Reuters
Additional Sources: BofA Securities, Oppenheimer & Co. Inc.
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What The Helium Shortage Means For Semiconductors
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