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The AI Power Podcast

The AI Power Podcast

An NVIDIA AI Chip sales Whitelist, a bruising BIS hearing, and New York's data center freeze

Jul 17, 2026 · 40m

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NVIDIA has quietly cut more than half its authorized Asian customers, building a new whitelist to keep advanced AI chips from reaching China through third countries. Gregory C. Allen and co-host Adam Goodwin dig into what that reversal says about years of NVIDIA denials, the firm's Washington overhaul under new external-affairs chief Bruce Andrews, and a striking claim from inside China that every chip it can make — "even those lower grade chips that no one wanted before" — is now sold out. T...