AI Chips, Global Supply Chains and Tech Policy — Getting Ready for 2026

"MediaTalk" host Mike Reynolds is joined by S&P Global Market Intelligence tech policy reporter Stefan Modrich to explore the complex world of US export controls on NVIDIA and other chipmakers. The conversation covers the latest developments in AI chip exports, including the US government’s evolving stance on allowing NVIDIA’s H200 GPUs to reach select customers in China, while still blocking access to advanced Blackwell chips.

What does this mean for the future of American innovation and global competitiveness? How are these policies shaping the delicate balance between national security and free-market ambitions?

The episode also explores the ripple effects on global supply chains, particularly in countries like Japan and Korea, and raises critical questions about the US’s energy infrastructure and AI regulation. Meanwhile, at the state level, politicians are fighting against a federal AI regulation pre-emption. And local governments are debating the role of driverless vehicles and AI-powered tools in schools. Tune in to hear the tech policy debates that will shape discussions at the international, domestic, state and local level in the year to come.

More S&P Global content:

Examining the broader impact of changing chip export controls

AI preemption debate reignites concerns over cost, safety

Featured experts:

Stefan Modrich, tech policy reporter for S&P Global Market Intelligence

Credits:

Host/Author: Mike Reynolds Producer/Editor: Sarah James www.spglobal.com

www.spglobal.com/market-intelligence