AI Chips, Global Supply Chains and Tech Policy — Getting Ready for 2026
"MediaTalk" host Mike Reynolds is joined by S&P Global Market Intelligence tech policy reporter Stefan Modrich to explore the complex world of US export controls on NVIDIA and other chipmakers. The conversation covers the latest developments in AI chip exports, including the US government's evolving stance on allowing NVIDIA's H200 GPUs to reach select customers in China, while still blocking access to advanced Blackwell chips.
What does this mean for the future of American innovation and global competitiveness? How are these policies shaping the delicate balance between national security and…
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