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Data Talks Live

Nvidia AI Chips, China, Meta Glasses, Tik Tok, AI Spending

18 Sep 2025

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Keywords Nvidia, AI chips, China, OpenAI, TikTok, technology news, AI innovations, Meta, Gork, smart glasses Summary In this episode of Data Talks Live, Dr. Tom discusses the recent challenges faced by Nvidia in China, including a ban on its AI chips and the implications of US-China relations on tech exports. The conversation then shifts to innovations in AI chips, highlighting competitors like Gork and advancements in energy-efficient AI technologies. Dr. Tom also covers Meta's new smart glasses, OpenAI's new restrictions for underage users, and the uncertain future of TikTok in the US market. Takeaways Nvidia faces significant challenges in the Chinese market. The US government has imposed restrictions on Nvidia's AI chip exports. China has urged domestic firms to avoid Nvidia products. AI chip innovations are rapidly evolving with new competitors emerging. Meta's new smart glasses integrate AI for enhanced user experience. Gork is positioning itself as a strong competitor in the AI chip market. OpenAI is implementing new safety measures for underage users. TikTok's future in the US remains uncertain amid ongoing controversies. AI spending is projected to increase dramatically in the coming years. The tech industry is experiencing a wave of investment in AI infrastructure. Chapters 00:00 Nvidia's Challenges in China 02:39 Huawei's AI Chip Roadmap 04:43 Innovations in AI Technology 07:06 OpenAI's New Policies for Minors 09:36 TikTok's Uncertain Future 12:01 Conclusion and Wrap-Up https://www.bloomberg.com/news/articles/2025-09-18/huawei-unveils-new-ai-chip-tech-to-rival-nvidia?embedded-checkout=true https://www.cnbc.com/2025/09/17/nvidia-ceo-disappointed-after-reports-china-has-banned-its-ai-chips.html https://techcrunch.com/2025/09/16/openai-will-apply-new-restrictions-to-chatgpt-users-under-18/

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