Stu Woo

Stu Woo, a journalist at WSJ, dives into the controversial leadership of Intel's CEO, Lip-Bu Tan, known as 'Mr. Chip' for his pivotal role in China’s chip industry. Tan has come under scrutiny, even prompting calls for his resignation from President Trump due to his ties with China amidst escalating U.S.-China tech tensions. Woo unpacks the balance between tech leadership and political pressures, as well as the implications for Intel’s future in a fiercely competitive market. The conversation reveals the intersections of geopolitics and technology in today's corporate landscape.

Stu Woo, a technology reporter for the Wall Street Journal with a focus on AI and Chinese tech, joins to discuss DeepSeek's groundbreaking AI model that shook Wall Street. They delve into how this innovation turned traditional AI wisdom upside down, leading to a staggering $1 trillion decline in the stock market. Woo also explores the implications of U.S. export restrictions on AI chips to China and the ensuing uncertainty in AI investments, challenging giants like NVIDIA, and what the future holds for the sector.