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🙋🏼‍♀️1st U.S. journalist to get on-cam fab tour at #Samsung. You probably know its #Galaxy phones, TVs, appliances...but it's also the world's 2nd biggest maker of advanced chips. As memory prices fall, it's focusing on foundry w new $17 billion fab in Texas: youtu.be/59FLrNTGVMg

I've been to Texas a lot lately…because it's got more chip fabs than any other state + $61 billion more coming. I sat down w Gov. Greg Abbott to ask about water, power, subsidies & low taxes. I also got rare tours inside Texas Instruments, Samsung Electronics & Infineon: youtu.be/mDamhO7my9A

Making AI chips isn't just for giants like NVIDIA anymore. I got the 1st tour of Amazon's chip lab where it designs Trainium/Inferentia. Google has TPUs. Microsoft's working on Athena. But will Amazon Web Services' millions of existing customers give it an edge? youtu.be/rViVFrQg4Hk

Behind the scenes CNBC at 1 Market in San Fran shooting for Katie Tarasov's Chip Giants series. Won't spill which company is coming up next, but as always, I expect it to be a great breakdown for viewers looking to get to know the #semiconductor companies shaping the world.

Babies’ first Apple event

Despite Apple extending its iPhone modem deal w Qualcomm through 2026, my sit-down with CEO Cristiano R. Amon was all abt diversifying into auto, IoT, and gen AI off the cloud. Our inside look at Qualcomm's chip lab and plans to grow, with or without Apple. youtube.com/watch?v=2aD36U…

Went to upstate NY & wore a bright orange bunny suit for my latest Chip Giants story: GlobalFoundries. It's not doing leading edge or seeing gains like NVIDIA, but it's essential for nearly all connected devices. And it's the only U.S.-based top foundry: youtu.be/wdP_goQU0ZU?si…

Despite a ban in China, Micron Technology is building the biggest chip project in U.S. history: $100 billion in NY + $15 billion in Idaho. In my latest CNBC Chip Giants story, I ask Sanjay Mehrotra how they'll pull it off + talk w Chuck Schumer & Governor Kathy Hochul youtu.be/S3geK7xVDQU?si…

Arm just reported 1st earnings after its blockbuster IPO in Sept. Here's my story on what's behind the hype, from the failed $40 billion acquisition attempt by #Nvidia to a surge in adoption by #Apple, #Qualcomm, #Amazon, #Google, despite risks from China cnbc.com/2023/11/09/how…

New story drop!

One of the biggest stories of my career came out two months ago. Two days earlier, I gave birth to bouncy healthy identical twin boys. So here at last is my story on Apple custom silicon, a first ever on-cam tour at their chip labs + interview w top execs cnbc.com/2023/12/01/how…

I’m at Apple’s #WWDC. More power per watt. That’s how Apple software head Craig Federighi says its new AI capabilities will benefit from the fact Apple makes its own chips in house. Look out for my story on the huge energy needs of AI, and my new AI series coming to CNBC soon.

Back in the field after having my twins! I’ll be covering AI as well as chips now. Got started w #Apple at #wwdc today

I'm back from maternity leave, with two babies and two stories to share! We've started a new CNBC series, AI Insights, starting w interviews of the former Google Transformer 8. My 1st conversation is with Illia (root.near) (🇺🇦, ⋈), now co-founder of NEAR Protocol cnbc.com/2024/06/27/ill…

For the second Transformer 8 interview, I sat down with Jakob Uszkoreit Jakob Uszkoreit, who left Google in 2021 to co-found biotech AI startup Inceptive. He wants to use gen AI to change the fundamental way drugs work. Here's our conversation: cnbc.com/2024/07/12/inc…

Next up in the Transformer 8 interviews, Steve Kovach sat down with Aidan Gomez of cohere to hear about the ways he's bringing gen AI tools to businesses to improve their bottom line cnbc.com/2024/07/06/coh…

Gen AI takes a ton of power & water. One #ChatGPT query takes 10x more energy than a #Google search. I went to a Vantage Data Centers data center to ask if our aging grid can handle it and talk solutions - from nuclear to Arm enabling more work per watt cnbc.com/2024/07/28/how…

Google makes custom cloud chips, used to train Gemini & #Apple AI models. We got the 1st ever on-cam tour of the lab where they test the chips + asked its top executive abt all things TPU, #Nvidia, Taiwan, power and water Daniel Newman Stacy Rasgon cnbc.com/video/2024/08/…

Sounds wild, but 60% of #Amazon Prime deliveries in March came same or next day. I got an exclusive tour of a warehouse where gen AI predicts what you'll order, optimizes routes, and makes robots smarter. Power draw + ROI remain big questions. youtube.com/watch?v=7HgT-C… Sucharita Kodali