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  • Walmart’s AI strategy: Beyond the hype, what’s actually working

Walmart’s AI strategy: Beyond the hype, what’s actually working

Plus: Nvidia reportedly weighs ramping up H200 production to meet surging demand in China

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Walmart's Sparky virtual assistant is now live in its shopping app. It enhances customer-facing intelligence and supports conversational commerce.

It helps customers search, compare, and discover products using natural, conversational queries. Sparky will evolve into a smart shopping assistant. It will predict needs, reorder essentials, and provide personalised recommendations.

Key Points:

Partnerships like the one with OpenAI’s ChatGPT enhance this further. Customers can now shop and check out directly through chat. They get helpful, context-aware guidance instead of using traditional search bars.

🔹 Internal Productivity and Employee Augmentation AI isn’t just for customers. Tools like Ask Sam empower hundreds of thousands of associates with on-demand information. This reduces friction in tasks like locating items, scheduling, and managing store operations.

🔹 Unified Super-Agent Ecosystem Walmart is combining its AI tools into super agents, rather than keeping them apart. These are unified, intelligent systems that serve distinct stakeholders:

Customers (shopping and personalised recommendations),

Employees (operational support),

Suppliers (ordering, inventory, and coordination), and

Developers (building and orchestrating AI workflows).

🔹 Agent-Centric Tech Foundation Walmart is shifting from models to agents. It is reworking its tech stack. This allows AI agents to reason, act, remember, and manage tasks across systems, not just answer questions. This involves creating platforms where agents have state, context, and memory. This lets them do real work in enterprise systems.

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Nvidia reportedly weighs ramping up H200 production to meet surging demand in China

Nvidia may increase production of its H200 AI chips. This comes after Chinese companies' orders exceeded the current supply, sources told Reuters. This follows a recent U.S. policy change. It allows Nvidia to export H200 chips to approved customers in China for a 25% fee. This creates a major new market for the company.

Key Points:

  • The H200 is part of Nvidia’s Hopper generation of AI accelerators. While it’s not the newest model (like Blackwell or Rubin), it remains very capable. Demand in China is strong because local alternatives fall short in performance.

  • Nvidia mainly focuses its manufacturing on newer chips. Shifting H200 production needs careful supply-chain management. The company assures that any expansion will not impact its ability to supply U.S. customers.

Google’s AI try-on feature for clothes now works with just a selfie

Nvidia may boost production of its H200 AI chips. Chinese companies' orders have now exceeded the current supply, according to reports. A recent U.S. policy change now lets Nvidia export H200 chips to approved customers in China for a 25% fee. This creates a big new market for the company.

Key Points:

  • The H200 is part of Nvidia’s Hopper generation of AI accelerators. Although it's not the latest model (like Blackwell or Rubin), it is still very capable. Demand in China is high because local alternatives do not match its performance.

  • Nvidia mainly focuses on newer chips. Adjusting H200 production requires careful supply-chain management. The company assures that any increase will not affect its ability to supply U.S. customers.

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