Imagine downloading 25 songs in less than one second…that’s how fast AT&T’s U-Verse with AT&T GigaPower claims to be.
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AT&T to Deliver “Blazing Fast” Internet Speeds | Tech Bet | CNBC

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For decades, companies have turned to futures markets to manage uncertainty. Airlines hedge fuel costs. Farmers hedge crops. Manufacturers hedge metals. Now a startup wants to bring that same financial machinery to artificial intelligence. Silicon Data and CME Group are working on futures contracts tied to GPU rental prices, a market that could help firms hedge rising AI infrastructure, cloud computing and data center costs. AI companies spend heavily to rent high-end GPU power for training and running artificial intelligence models, but future compute prices can be hard to predict.  CNBC’s Yun Li reports.

Chapters:
0:00-54:00 Introduction
00:55-03:16 Chapter 1: Computing Costs
03:17-05:27 Chapter 2: Demand
05:28-07:21 Chapter 3: Setting a Benchmark

Reporter: Yun Li
Produced and Shot by: Charlotte Morabito
Camera by: Natalie Rice
Edited by: Andrea Miller
Animation: Christina Locopo, Alisa Stern
Additional Editing: Valentina Duarte, Macklin Fishman
Additional Production: Christian Nunley
Senior Managing Producer: Shawn Baldwin
Additional Footage: Getty Images

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Can AI Compute Become The Next Big Futures Market?

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The auto industry is staring at a ‘perfect storm’ of slowing population growth, longer lasting cars, high prices, and new technology. These factors stand to put significant downward pressure on new car sales by 2040, according to analysts at Bain & Co.. The landscape could be far more competitive and prone to consolidation.

Chapters:
00:00 Introduction
00:46 Chapter 1:  The reasons why
03:22 Chapter 2:  Uncertainty
04:56 Chapter 3: Competitive U.S.

Reporter: Robert Ferris
Produced, shot, and edited by: Darren Geeter
Additional editing by: Carlos Waters
Animations: Jason Reginato, Emily Park
Senior Managing Producer: Tala Hadavi
Additional footage: Getty Images
Additional sources: Bain & Company, AutoForecast Solutions

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Why Analysts Say The Auto Industry Is Heading For Demographic Cliff

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Zhipu’s GLM 5.2 dropped last week and Silicon Valley noticed immediately. The Chinese open-source model is closing in on the American frontier on the benchmarks that matter most for agentic work. And it’s free to download, fine-tune, and run on your own servers. Developer adoption on OpenRouter is moving faster than DeepSeek did back in April.

This week we ask what it actually means for enterprises, for vertical AI companies, and for the infrastructure trade underneath all of it.

Box CEO Aaron Levie on how enterprises are thinking about model selection when capable open-source is in the mix. Harvey co-founder and president Gabe Pereyra on building specialized AI on top of open-source infrastructure. And Bernstein’s Stacey Rasgon on OpenAI’s new Jalapeño chip and what the race to cut inference costs means for Nvidia and Broadcom.

Chapters:
00:00 Introduction
1:02 Zhipu’s latest model, GLM 5.2
5:12 Gabe Pereyra, President and Co-Founder, Harvey
8:41 Aaron Levie, CEO, Box
36:31 Stacy Rasgon, Senior Analyst, Bernstein Research

Anchor and Columnist: Deirdre Bosa
Produced by: Jasmine Wu
Edited by: Andrew Evers
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images

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Z.AI And The Chinese Open Source Moment

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CNBC’s Seema Mody got an exclusive look inside GE Vernova’s largest gas turbine plant in Greenville, South Carolina offer fresh evidence that the AI boom is only getting started. Inside the factory, engineers are working side-by-side factory workers to speed up production of this complex machine. Two hundred workers were hired last year and three hundred more are expected to start working at this factory by end of year. Prices of gas turbines are surging more than 300% since 2023 as companies like XAI, Microsoft and OpenAI deploy turbines at their data centers powering AI.

Reporter: Seema Mody
Produced by: Jeffrey Kopp, Noah Broder
Edited by: Darren Geeter
Camera: Shawn Baldwin, David Soltis, Macklin Fishman
Senior Director of Video: Jeniece Pettitt

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How The AI Data Center Buildout Is Creating Boom For The Gas Turbine Industry

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