U.S.-China Tech Rivalry Stalls Nvidia H200 Chip Sales - DTH
Summary
Rob Dunwood covers NVIDIA’s stalled H200 chip sales to China due to regulatory hurdles and Microsoft integrating Copilot into Edge. Cisco announces 4,000 job cuts to prioritize AI and cybersecurity, while BYD negotiates to acquire European EV factories. Major US carriers plan a joint venture for satellite connectivity, and Apple and Spotify upgrade video podcasting. The episode also details Apple’s agentic AI efforts, Meta and Google’s youth safety initiatives, and Instagram’s new ephemeral photo feature.
Topics discussed
Sponsors: Flavor, Capital One, and Acast
NVIDIA H200 chip sales stalled by US-China rivalry
Microsoft retires dedicated Copilot mode in Edge
Cisco cuts 4,000 jobs to prioritize AI and security
BYD negotiates to acquire European EV factories
US carriers form JV to eliminate wireless dead zones
Apple and Spotify upgrade video podcast experience
Apple integrates agentic AI with privacy safeguards
Meta and Google partner with Sesame Street on safety
Instagram launches Instance ephemeral photo feature
Outro and subscription information
Repeat sponsor ads: Flavor and Capital One
Listen ad-free on Castria