December 10, 2025
The AI Race Gets a Massive Power Shift
The AI Daily Brief: Artificial Intelligence News and AnalysisAbout this episode
Today’s episode breaks down Trump’s decision to allow Nvidia to export H200 chips to China, a reversal of a decade of bipartisan China-hawk policy that could radically reshape global AI power dynamics, US industrial strategy, and the geopolitical balance around compute, with a close look at industry reaction, national-security concerns, and why this move may accelerate China’s capabilities even as it deepens their reliance on US hardware. In the headlines: Google readies a full line of AI smart glasses for next year, Claude Code lands inside Slack, Apple’s chip chief signals he is staying put, and IBM announces an $11B acquisition of Confluent to strengthen its AI data platform. Brought to you by: KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcasts Gemini - Build anything with Gemini 3 Pro in Google AI Studio - http://ai.studio/build Rovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - https://rovo.com/ AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/brief LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/ Blitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/ The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score. The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614 Interested in sponsoring the show? sponsors@aidailybrief.ai