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WSJ Tech News Briefing

TNB Tech Minute: Nvidia Is Restarting AI Chip Production for China

WSJ Tech News Briefing

The Wall Street Journal

Tech News, News

4.31.7K Ratings

🗓️ 18 March 2026

⏱️ 3 minutes

🧾️ Download transcript

Summary

Plus: Tencent beats earnings expectations as it ramps up AI efforts. And Amazon is planning to sharply cut the number of packages it ships through the U.S. Postal Service. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

How are the U.S. businesses of Philip Morris International invested in America?

0:05.0

We're invested in advancing science, giving adults who smoke better options.

0:10.0

We're invested in American manufacturing, helping local economies thrive.

0:15.0

We're invested in community, supporting military veterans and their families,

0:19.0

disaster relief, and economic empowerment.

0:22.5

Because we're proud to be invested in America. See how at uspMI.com.

0:31.5

Here's your morning, TNB Tech Minute for Wednesday, March 18th. I'm Danny Lewis for the Wall Street Journal.

0:38.0

Invadia announced yesterday it has restarted manufacturing artificial intelligence chips for sale

0:42.9

in China. The chip giants move signals a possible shift in its fortunes in the world's

0:47.7

second largest market after the U.S. Commerce Department allowed Nvidia to export its H-200

0:53.0

processors to China in exchange for 25% of its sales.

0:57.7

NVIDIA didn't say how much it expects to earn from sales. In the past, NVIDIA has said the

1:01.9

Chinese market could be worth tens of billions of dollars a year. Tencent kept up double-digit profit

1:07.3

and revenue growth as the Chinese tech giant ramped up its AI efforts.

1:11.6

The WeChat operator, which is China's largest company by market capitalization, says its

1:16.3

fourth quarter net profit rose 13.5% year over year to about $8.46 billion.

1:22.4

The strong results cap a year of solid growth as Tencent established a new AI division,

1:28.5

aggressively marketed its AI app, and launched new AI-powered products. The company's president says the push will

1:34.0

continue, with plans to at least double its AI investment this year. And we exclusively report

1:40.7

that Amazon plans to drastically cut the number of packages its ships through the U.S. Postal Service,

1:45.9

potentially costing the agency billions of dollars in revenue.

1:49.9

USPS delivered more than a billion packages for Amazon last year,

...

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