WSJ Tech News Briefing TNB Tech Minute: Nvidia AI Chips to Undergo Security Review Before Export to China
14 snips
Dec 9, 2025 NVIDIA's H200 AI chips destined for China will undergo scrutiny from U.S. security officials, marking a significant move in tech export regulations. Walmart is entering a new era driven by AI, as its CEO emphasizes the need for leadership aligned with this transformation. Meanwhile, Canada is enhancing its military capabilities by awarding a lucrative contract for Arctic satellite communications. Tune in for insights on these pressing tech developments!
AI Snips
Chapters
Transcript
Episode notes
Unprecedented Security Review For Nvidia Chips
- The U.S. will subject NVIDIA's H200 AI chips to a U.S. national security review before exporting them to China.
- The chips are mainly built in Taiwan, routed to the U.S. for review, then sent to China under an unprecedented sales-cut arrangement.
Complex Supply Chain And Revenue Share
- The supply chain will route H200 chips from Taiwan to the U.S. for inspection before final export to China.
- The deal includes a novel provision where the U.S. would receive a 25 percent cut from sales.
Watch Walmart's AI-Driven Leadership Change
- Monitor leadership transitions at major retailers for AI strategy shifts.
- Expect John Furner to drive Walmart's AI overhaul across back-end automation and front-end personalized shopping.