China is Getting Banned Blackwell? | The Gestalt IT Rundown: March 5, 2025

China is Getting Banned Blackwell? | The Gestalt IT Rundown: March 5, 2025

Author: Tech Field Day March 5, 2025 Duration: 38:19

I want to take you back to the halcyon days of just a few weeks ago when we discussed the ways that NVIDIA AI chips were showing up in China even though they were under US embargo not to be able to get this advanced technology. This came as a result of a last minute policy decision from the outgoing Biden administration that blocked the Chinese from buying these chips. Now, companies like Microsoft are urging the new presidential administration to rescind the ban to give them access to the growing AI market in China. Chinese authorities are firing back at the ban by tellling their researchers to avoid visiting the US. And third parties are making a fortune reshipping shipments of restricted items to China from places like Singapore, where police just arrested three men charged with running an operation of that nature. This and more on the Rundown.

Time Stamps: 0:00 - Welcome to the Rundown 1:35 - Intel Pushes Ohio Fab Again to 20304:45 - Nokia Acquires Infinera 7:55 - Qualcomm and IBM Raise GenAI Competitive Stakes11:00 - Microsoft hangs up on Skype14:56 - US Enterprises waste $44.5B on needless cloud spend20:13 - Aviz Next ONES to Support Spectrum-X24:44 - China is Getting Banned Blackwell?34:11 - The Weeks Ahead 36:40 - Thanks for Watching

Hosts: Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/Alastair Cooke: https://www.linkedin.com/in/alastaircooke/

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Every Friday, Tom Hollingsworth, Alastair Cooke, and Stephen Foskett gather to sort through the constant stream of announcements, mergers, and debates that define the information technology landscape. Their Tech Field Day News Rundown isn't just a headline recap; it's a conversational dissection where industry veterans apply decades of hands-on experience to separate genuine innovation from mere hype. You'll hear them debate the practical implications of a new chip architecture, unpack the real cost of a cloud service change, or trace how a security flaw might ripple through enterprise networks. The discussion is grounded, often witty, and always aimed at the professionals who build and maintain the systems we all rely on. This weekly podcast from Tech Field Day provides the essential context behind the news, turning a simple rundown into a valuable tool for understanding where technology is truly headed. It’s like sitting in on a Friday afternoon debrief with colleagues who’ve seen it all, making the complex world of IT feel a bit more manageable and a lot more interesting.
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