In the global fight to dominate A.I., China is quickly catching up to the United States — which is why President Trump barred the tech giant Nvidia from selling its superpowered computer chips to Chinese companies.
Then, a few days ago, Mr. Trump abruptly changed course.
Tripp Mickle, who covers Silicon Valley for The New York Times, explains how Nvidia’s ... Show More
Nov 20
Is There an A.I. Bubble? And What if It Pops?
<p>After years of soaring optimism and colossal investment, Wall Street has begun to seriously question whether the frenzy for A.I. is justified.</p><p>Cade Metz, who covers technology for The New York Times, explains why Silicon Valley companies believe so fervently in A.I. and ... Show More
25m 1s
Aug 29
China Might Not Need US Chips For Long
China continues to show signs that it might not need American AI chips much longer. A weird story about that big recent Tesla trial ruling. Look, AI being too much of a sycophant is clearly becoming a big problem. And, of course, the Weekend Longreads Suggestions. Links: Alibaba ... Show More
22m 15s
Jan 2025
DeepSeek’s Breakthrough Pushes AI Up on Trump’s To-Do List
P.M. Edition for Jan. 28. Now that Chinese company DeepSeek has made a sophisticated—and cheaper—artificial-intelligence model, American tech companies want clarity on what the Trump administration will do about AI. Amrith Ramkumar, who covers tech policy for WSJ, discusses what ... Show More
13m 54s
Oct 3
Huawei AI Chips Contain Advanced Parts from Rivals
Bloomberg’s Caroline Hyde and Ed Ludlow discuss findings that Huawei's Ascend AI processors contain advanced components from TSMC, Samsung, and SK Hynix. Plus, Rivian is reworking the manual release on its vehicle doors after employees and customers raised concerns over potential ... Show More
42m 54s
Aug 13
How Intel’s CEO Became a Political Liability
President Trump has called for the resignation of Intel’s CEO, Lip-Bu Tan. Tan played a key role in building up China’s chip industry, earning him the nickname “Mr. Chip.” Now his ties to China have opened him up to criticism, just as he’s struggling to turn Intel’s business arou ... Show More
18m 33s