Tech
The Fight for AI Market Dominance | CNBC Marathon
CNBC Marathon explores how different big tech companies are fighting for AI market dominance.
A little-known AI lab out of China has ignited panic throughout Silicon Valley after releasing AI models that can outperform America’s best despite being built more cheaply and with less-powerful chips. DeepSeek, as the lab is called, unveiled a free, open-source large-language model in late December that it says took only two months and less than $6 million to build. The new developments have raised alarms on whether America’s global lead in artificial intelligence is shrinking and called into question big tech’s massive spend on building AI models and data centers. In a set of third-party benchmark tests, DeepSeek’s model outperformed Meta’s Llama 3.1, OpenAI’s GPT-4o and Anthropic’s Claude Sonnet 3.5 in accuracy ranging from complex problem-solving to math and coding. CNBC’s Deirdre Bosa has the story. This video also includes Bosa’s full interview with Perplexity CEO Aravind Srinivas.
Humanoid robots are catching the attention, and billions of investment dollars, from big tech companies like Amazon, Google, Nvidia and Microsoft. Elon Musk is betting the future of Tesla on these machines, predicting its robot, Optimus, could propel it to a $25 trillion market cap. Powered by artificial intelligence, these bots have seen quantum leaps in what they’re capable of in just the past few years. CNBC’s Kate Rooney speaks with Agility Robotics, Apptronik, Sanctuary AI and others to explore the rise of these AI-driven humanoids, if they’re a cure-all for our global workforce problems, or if this is yet another tech bubble.
Microsoft, Google and Amazon, along with other tech companies, have been getting creative in how they’re poaching talent from top artificial intelligence startups. Earlier this month, Google inked an unusual deal with Character.ai to hire away its prominent founder, Noam Shazeer, along with more than one-fifth of its workforce while also licensing its technology. It looked like an acquisition, but the deal was structured so that it wasn’t. Google wasn’t the first to take this approach. In March, Microsoft signed a deal with Inflection that allowed Microsoft to use Inflection’s models and to hire most of the startup’s staff. Amazon followed in June with a faux acquisition of Adept where it hired top talent from the AI startup and licensed its technology. It’s a playbook that skirts regulators and their crackdown on Big Tech dominance, provides an exit for AI startups struggling to make money, and allows megacaps to pick up the talent needed in the AI arms race. But while tech giants might think they’re outsmarting antitrust enforcers, they could be playing with fire. CNBC’s Deirdre Bosa has the story.
Chapters:
00:00 Introduction
01:17 How China’s New AI Model DeepSeek Is Threatening U.S. Dominance (Published Jan 2025)
41:40 Why Nvidia, Tesla, Amazon And More Are Betting Big On AI-Powered Humanoid Robots (Published August 2024)
58:48 How Google, Microsoft And Amazon Are Raiding AI Startups For Talent (Published July 2024)
Anchor: Deirdre Bosa
Produced by: Andrew Evers. Jasmine Wu, Laura Batchelor, Drew Troast
Reporter: Kate Rooney
Edited by: Matt Soto,
Field Producer: Kevin Schmidt
Senior Director: Jeniece Pettitt
Additional Camera: Katie Tarasov, Lisa Setyon
Additional Footage: Getty Images, Character.ai, Agility Robotics, Sanctuary AI, Apptronik, Tesla, Figure AI, Boston Dynamics, Nvidia
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#AI
The Fight for AI Market Dominance | CNBC Marathon
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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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