How Jensen’s Ties to Alice Huang Fueled $7B+ in China Chip Sales

<p>The Information’s Asia Bureau Chief Jing Yang talks with TITV host Rocket Drew about how Jensen Huang’s ties to Alice Huang helped facilitate at least $7.5 billion in Nvidia chip shipments through Chinese companies. We also talk with D.A. Davidson’s Gil Luria about the regulatory risks to Nvidia and the possibility of a CEO transition, The Information’s Alix Coutures about how AI Mode is complicating Google’s search ad business, and Mosaic Intelligence Labs co-founder Ileana Pirozzi about building AI-guided surgical catheters. Lastly, The Information’s Amy Dockser Marcus discusses Ray Kurzweil’s AI replica and his ambition to preserve a version of himself beyond his lifetime. </p><p><br></p><p>Articles discussed in today’s show:</p><p>- How Jensen Huang’s Yearslong Ties to Alice Huang Enabled $7 Billion-Plus Nvidia Chip Sales to China: https://www.theinformation.com/articles/jensen-huangs-yearslong-ties-alice-huang-enabled-nvidia-chip-sales-china</p><p>- Can AI Help Ray Kurzweil Cheat Death?: https://www.theinformation.com/articles/can-ai-help-ray-kurzweil-cheat-death</p><p><br></p><p>Subscribe:</p><p>- YouTube: https://www.youtube.com/@theinformation</p><p>- The Information: https://www.theinformation.com/subscribe_h</p><p><br></p><p>Sign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda</p><p><br></p><p>TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.</p><p><br></p><p>Follow us:</p><p>X: https://x.com/theinformation</p><p>IG: https://www.instagram.com/theinformation/</p><p>TikTok: https://www.tiktok.com/@titv.theinformation</p><p>LinkedIn: https://www.linkedin.com/company/theinformation/</p><p><br></p><p>Chapters:</p><p>01:13 - Introduction</p><p>02:38 - Jensen Huang’s ties to $7.5B in China chip shipments</p><p>10:23 - Nvidia’s business risks and CEO succession</p><p>18:24 - Google’s AI search advertising challenge</p><p>27:35 - AI-guided surgical catheters</p><p>37:08 - Ray Kurzweil’s AI double</p><p>46:19 - Outro</p><p><br></p>