About this episode
Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next?
Links:
Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg)
Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg)
Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg)
Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes)
Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes)
China’s AI glasses market takes shape as Xiaomi’s entry inspires early adopters (SCMP)
Get every episode summarized
Each time Tech Brew Ride Home publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
