WSJ Tech News Briefing Summary Episode: TNB Tech Minute: Nvidia and AMD CEOs Rally Behind President Trump’s AI Plan
Release Date: July 24, 2025

Support for President Trump's AI Action Plan

In the latest episode of the WSJ Tech News Briefing, host Ariana Aspuru delves into significant developments surrounding President Trump's new AI Action Plan. The plan has garnered robust support from leading figures in the technology sector, notably the CEOs of semiconductor giants Nvidia and Advanced Micro Devices (AMD).

Ariana highlights, “[...] Chief executives of chip giants Nvidia and Advanced Micro Devices have supported President Trump's new AI Action Plan, which also has been embraced by the broader tech and business community” (00:16). This bipartisan backing underscores the industry's recognition of the plan's potential to accelerate artificial intelligence advancements and enhance the global competitiveness of American technology.

The AI Action Plan is designed to streamline the development and deployment of AI technologies, ensuring that the United States maintains its leadership in this critical field. Additionally, the initiative aims to boost exports of American tech products, with a specific emphasis on semiconductors—components pivotal for AI applications.

At a recent tech industry event, President Trump took a moment to acknowledge the leadership of Nvidia and AMD. Ariana reports, “Trump took a moment to recognize the Nvidia and AMD CEOs as leaders who are vital to helping America win the AI race” (00:16). This public endorsement not only highlights the strategic importance of these companies but also reinforces the administration's commitment to fostering a favorable environment for AI innovation.

Walmart's Strategic Shift in AI Implementation

The episode also features an exclusive report on Walmart's latest strategic maneuvers in artificial intelligence. Historically, Walmart has invested in building numerous AI agents to enhance various aspects of its operations. However, the company is now consolidating these agents into four specialized super agents to streamline and simplify user experiences.

Ariana explains, “Walmart is taking a step back and consolidating its numerous AI agents into four super agents to simplify user experience” (00:16). This restructuring involves categorizing AI agents into distinct groups tailored for:

• Customers: Enhancing the shopping experience through personalized recommendations and support.
• Employees: Improving workforce management and internal communications.
• Engineers: Facilitating better collaboration and innovation within technical teams.
• Sellers/Suppliers: Streamlining supply chain interactions and vendor relations.

The customer-facing agent is already operational, with the remaining super agents slated for launch later this year and into next year. This strategic consolidation is expected to improve efficiency and provide more targeted AI-driven solutions across Walmart's vast ecosystem.

SK Hynix's Expansion to Meet AI Chip Demand

Another significant development discussed in the briefing pertains to SK Hynix, a leading South Korean memory chip manufacturer. The company is poised to increase its spending this year to cater to the burgeoning demand for its artificial intelligence chips.

Ariana notes, “After a record second quarter, the chip maker is the main supplier of high bandwidth memory products for Nvidia” (00:16). This partnership with Nvidia positions SK Hynix as a crucial player in the AI hardware landscape. To sustain and capitalize on this momentum, SK Hynix plans to mass produce new chips in the second half of 2025, which could potentially widen its lead over competitors like Samsung and Micron Technology.

This expansion not only reinforces SK Hynix's market position but also supports the broader AI ecosystem by ensuring a steady supply of essential components. The anticipated increase in production capacity is a strategic move to address the escalating demand for high-performance memory solutions in AI applications.

Conclusion

The episode of WSJ Tech News Briefing provides insightful coverage of the intersecting dynamics between major technology companies and government policy in the realm of artificial intelligence. From the unified support of Nvidia and AMD CEOs for President Trump's AI initiatives to Walmart's strategic AI consolidation and SK Hynix's aggressive expansion plans, the landscape of AI development and implementation is rapidly evolving. These developments highlight the critical role of semiconductor technology in advancing AI capabilities and the concerted efforts of industry leaders to maintain and enhance the United States' competitive edge in the global AI race.

Timestamps

• 00:16 – Ariana Aspuru discusses support from Nvidia and AMD CEOs for the AI Action Plan, Walmart's AI agent consolidation, and SK Hynix's expansion plans.