AI Chips, Trade Shifts, and the New Global Supply Chain
Today’s episode explores how artificial intelligence demand is reshaping global trade, supply chains, and geopolitical strategy, alongside the latest market and weather updates.The episode begins with Nvidia’s renewed push to sell high-performance AI chips to Chinese firms, following reports that the H200 accelerator has received limited approval for export. This marks a notable shift after years of restrictions between the U.S. and China over advanced semiconductor technology. Alex and Morgan discuss how this move reflects a delicate balancing act—supporting global innovation and economic…
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