Tech
Are AI advancements already slowing down?
Generative AI has developed so quickly in the past two years, massive breakthroughs seemed more a question of “when” rather than “if.” But in recent weeks, Silicon Valley has become increasingly concerned that advancements are slowing. One early indication is the lack of progress between models released by the biggest players in the space. OpenAI is reportedly facing a significantly smaller increase in quality for its next model GPT-5, while Anthropic has delayed the release of its most powerful model Opus, according to wording that was removed from its website. Even at tech giant Google, its upcoming version of Gemini is reportedly not living up to internal expectations. If progress is plateauing, it would call into question a core assumption that Silicon Valley has treated as religion: scaling laws. The idea is that adding more computing power and more data guarantees better models to an infinite degree. But those recent developments suggest they may be more theory than law. The key problem could be that AI companies are running out of data to train models on, hitting what experts call the “data wall.” Instead, they’re turning to synthetic data, or AI-generated data. CNBC’s Deirdre Bosa explores whether AI progress is slowing, and what it means for the industry.
Chapters:
0:00-1:03 Introduction
1:03-6:12 Chapter 1 – AI performance anxiety
6:12-10:28 Chapter 2 – Why progress is slowing
10:28-13:25 Chapter 3 – The search for use cases
Anchor: Deirdre Bosa
Produced by Jasmine Wu, Laura Batchelor, Drew Troast
Edited by Lisa Setyon
Supervising Producer: Jeniece Pettitt
Additional Footage: Getty Images
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Has AI Already Peaked?
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Nvidia is facing the biggest crisis in its 33 year history, with founder Jensen Huang resigning as CEO Thursday after admitting to having an affair with alleged Chinese spy Alice Huang, and accusations of two more affairs with employees inside his company. Now CFO Colette Kress has taken the helm as Nvidia’s interim CEO.
The implications of Jensen Huang’s affair with Alice Huang run far deeper than infidelity because her ties to Nvidia customer Megaspeed put her in the middle of a sprawling effort to accumulate AI chips across Southeast Asia. And Megaspeed is under investigation for possibly diverting restricted Nvidia chips into the hands of Chinese companies.
The relationship between Jensen Huang and Alice Huang dates back to 2023, according to The New York Times. It was a “turbulent” time for Nvidia, Jensen Huang told CNBC during an interview at the time, as the company navigated the first in a series of strict export controls the Biden administration placed on sending its most advanced chips to China.
On that same day we interviewed Jensen Huang in 2023, we also interviewed Huang’s direct report Kimberly Powell, Nvidia’s vice president of healthcare, with whom Jensen Huang is accused of having an affair.
Three years later, the long-time Nvidia CEO and founder has resigned, and CNBC takes a look back at our interviews with Jensen Huang and other Nvidia executives to get a clear picture of where Nvidia stands today, and all it stands to lose.
Chapters:
0:00 Introduction
3:10 Before the fall of Jensen Huang
10:02 ChatGPT boom to China bans
13:45 China and other risks
Producer and Reporter: Katie Tarasov
Edited by: Erin Black
Camera: Andrew Evers
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Emily Park
Additional Footage: AMD, Getty Images, ImageNet, Intel, MoMA, Nintendo, Nvidia, Stanford University, TSMC
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Nvidia In Crisis: The Rise Of Jensen Huang’s Empire At The Center Of The AI Boom
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A company that has its hands in nearly every industry & touches the tech from your phone to your home. But there’s another catalyst that has Jim Cramer excited.
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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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FLEX CEO: An Innovation Powerhouse | Mad Money | CNBC
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Anthropic began its journey as an under-the-radar research lab founded in 2021 by seven former OpenAI employees. Now, the company is poised to launch an historic public debut that could set the tone for the AI trade in 2027 and test investors’ appetite for an entirely new asset class. The company that brought the world Claude reported more than $33 billion in revenue for the first nine months of 2026 in its updated IPO prospectus, but also disclosed nearly $900 billion in compute and infrastructure commitments and 90-plus pages of potential risks. CNBC explores Anthropic’s rapid rise, its rivalry with OpenAI and its clash with the Pentagon, and what its public debut could mean for the AI trade.
Chapters:
0:00 Introduction
0:32 – 1:51 Origins
1:52 – 4:16 The focus on enterprise
4:17 – 6:17 Risk Factors
Produced by: Drew Troast
Technology Correspondent: Kate Rooney
Edited by: Matt Soto
Animation: Mallory Brandan, Jason Reginato
Senior Director of Video: Jeniece Pettitt
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Anthropic’s Rise: What To Know Before The IPO
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Automakers are increasingly using 3D-printed car parts. In a process called additive manufacturing, printers create objects from a digital design by layering materials like plastic, carbon and metal. This process can produce a wide range of items from motors and steering wheels to assembly tools. Watch the video to learn more about how car companies are using 3D printers to enhance production.
Producing and Camera by: Michael Wayland
Edited by: Ryan Baker
Senior Managing Producer: Tala Hadavi
Additional Footage: Ford, Rivian, Getty Images
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How 3D Printing Is Saving Auto Makers Millions
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Watch updates on major stock market averages and tech stocks as trade talks progress on between the U.S., Canada and Mexico.
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CNBC live price updates: Markets, trade talks and tech stocks — Wednesday, Aug. 29 2018 | CNBC
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