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Nvidia exports and the battle for AI ecosystem dominance 12/10/25
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Nvidia exports and the battle for AI ecosystem dominance 12/10/25

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New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia chips are at the heart of the battle for AI ecosystem dominance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Episode Playlist

25 Episodes
Nvidia exports and the battle for AI ecosystem dominance 12/10/25
Dec 10, 2025

Nvidia exports and the battle for AI ecosystem dominance 12/10/25

What Youtube means for Netflix and WBD, Plus Nvidia’s H200 roadblock 12/9/25
Dec 9, 2025

What Youtube means for Netflix and WBD, Plus Nvidia’s H200 roadblock 12/9/25

Tiger Global launches new investment fund 12/8/25
Dec 8, 2025

Tiger Global launches new investment fund 12/8/25

TechCheck Takes: The AI pressure cooker: OpenAI, Nvidia and Google all on the move 12/8/25
Dec 8, 2025

TechCheck Takes: The AI pressure cooker: OpenAI, Nvidia and Google all on the move 12/8/25

Google’s Vibe-Coding Play 12/4/25
Dec 4, 2025

Google’s Vibe-Coding Play 12/4/25

Pressure on the AI Agent narrative 12/3/25
Dec 3, 2025

Pressure on the AI Agent narrative 12/3/25

OpenAI Issues “Code Red” Amid Increased Competition 12/2/25
Dec 2, 2025

OpenAI Issues “Code Red” Amid Increased Competition 12/2/25

The state of the AI trade: ChatGPT turns three 12/1/25
Dec 1, 2025

The state of the AI trade: ChatGPT turns three 12/1/25

TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25
Nov 25, 2025

TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25

Alibaba and Google’s AI comeback 11/24/25
Nov 24, 2025

Alibaba and Google’s AI comeback 11/24/25

TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25
Nov 19, 2025

TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25

Startup Losses Fuel AI Boom 11/14/25
Nov 14, 2025

Startup Losses Fuel AI Boom 11/14/25

Meta's chief AI scientist reportedly departing 11/11/25
Nov 11, 2025

Meta's chief AI scientist reportedly departing 11/11/25

U.S., China and the race for cheaper AI 11/10/25
Nov 10, 2025

U.S., China and the race for cheaper AI 11/10/25

Google’s latest AI chip takes on Nvidia 11/6/25
Nov 6, 2025

Google’s latest AI chip takes on Nvidia 11/6/25

The new AI Super PAC, Plus OpenAI’s enterprise impact 10/27/25
Oct 27, 2025

The new AI Super PAC, Plus OpenAI’s enterprise impact 10/27/25

Google and Anthropic Ink Cloud Computing Deal, Plus Wall Street Cools on Intel 10/24/25
Oct 24, 2025

Google and Anthropic Ink Cloud Computing Deal, Plus Wall Street Cools on Intel 10/24/25

Google Infrastructure in Focus in Rumored Deal with Anthropic 10/22/25
Oct 22, 2025

Google Infrastructure in Focus in Rumored Deal with Anthropic 10/22/25

Anthropic Divides Silicon Valley Over AI Regulation 10/21/25
Oct 21, 2025

Anthropic Divides Silicon Valley Over AI Regulation 10/21/25

Hollywood Superagent Michael Ovitz’s New AI Anti-Piracy Venture, Plus Major AWS Outage Hits Apps 10/20/25
Oct 20, 2025

Hollywood Superagent Michael Ovitz’s New AI Anti-Piracy Venture, Plus Major AWS Outage Hits Apps 10/20/25

Tim Cook's China tightrope act 10/15/25
Oct 15, 2025

Tim Cook's China tightrope act 10/15/25

OpenAI and Broadcom sign 10 gigawatt deal 10/13/25
Oct 13, 2025

OpenAI and Broadcom sign 10 gigawatt deal 10/13/25

UAE aims to be Middle East’s AI hub 10/9/25
Oct 9, 2025

UAE aims to be Middle East’s AI hub 10/9/25

Nvidia's self-funded AI loop 10/8/25
Oct 8, 2025

Nvidia's self-funded AI loop 10/8/25

Oracle’s thin-margin alarm bell, Plus Qualcomm’s robotics bet 10/7/25
Oct 7, 2025

Oracle’s thin-margin alarm bell, Plus Qualcomm’s robotics bet 10/7/25

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