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WSJ Tech News Briefing

How Western Tech Companies Are Avoiding China

WSJ Tech News Briefing

The Wall Street Journal

News, Tech News

4.61.6K Ratings

🗓️ 19 February 2025

⏱️ 12 minutes

🧾️ Download transcript

Summary

As U.S.-China tensions heat up, Western tech companies are migrating their supply chains away from China. Producer Julie Chang talks with China tech reporter and editor Liza Lin about what that means for everything from artificial intelligence servers to consumer electronics. Plus, why Meta’s AI-powered Ray-Ban glasses are gaining traction with visually impaired users. Charlotte Gartenberg hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Here's the truth about AI. AI is only as powerful as the platform it's built into. Service Now puts AI to work for people across your business, removing friction and frustration for your employees, supercharging productivity for your developers, providing intelligent tools for your service agents to make customers happier, all built into a single platform you can

0:22.0

use right now. That's why the world works with ServiceNow. Visit ServiceNow.com

0:27.9

slash UK slash AI for people. Welcome to Tech News Briefing. It's Wednesday, February 19th. I'm Charlotte Gartenberg for the Wall Street Journal.

0:40.3

Meta's artificial intelligence-powered raybans are designed for the general public. We'll hear about why they're gaining traction with visually impaired customers.

0:48.8

Then, a growing number of Western tech companies are saying ABC, anything but China, as U.S.-Chinese tensions

0:55.6

rise and many multinationals shift production out of the country.

1:00.1

But could this supply chain migration be permanent?

1:02.9

Our China tech reporter and editor, Lisa Lin, tells us what it means for both China and the U.S.

1:20.6

But first, Meta's AI raybans are appealing to a growing group of blind users. The smart specs retail for $300 and look, well, like regular raybans.

1:25.6

But integrated into them is a camera, microphone, and speakers, as well as an AI assistant.

1:31.3

While users say there are benefits when it comes to everyday tasks, some critics have safety concerns.

1:37.3

Tom Greta, a tech editor at the Wall Street Journal, is here now with more.

1:41.3

So Tom, what are people using these glasses for? Actually, a lot of people who are

1:46.2

visually impaired, they're using them to see objects around them. You might use it to open your

1:53.6

freezer or your fridge to help identify what's there, so you don't need someone else to help you do

1:58.3

that. They can identify the difference between

2:01.0

regular Coke and Diet Coke simply by asking the assistant. And it uses the camera and the AI

2:06.7

that's integrated to identify what's in front of you. And this one woman, Alison Pomeroy, was

2:12.8

talking about how she was using it for things like reading a menu. Oh yeah, totally. You could read a menu.

2:19.0

It can help you sort your laundry. Her in particular, she uses it to help her read books to her

2:24.6

granddaughter, as well as getting everyday stuff, what time it is, and what the temperature is

2:29.6

outside by asking the assistant and would just tell her. Wow, that sounds like a potential game changer.

...

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