On today's show Andrew and Bill begin with reports that Nvidia will soon be allowed to again sell its H20 chips in China. Topics include: A win-win deal for Nvidia and the PRC, whether this is the beginning of more rollbacks of existing chip controls as the PRC exerts leverage with rare earth export controls, and Jensen Huang emerging as a bridge between US and PRC leaders. From there: Reports that Trump may be softening his approach to US-China issues, Xi Jinping's busy schedule of public appearances, and checking in on the real estate sector as stimulus hopes are deferred in the wake of this week's readout from the Central Urban Work Conference. At the end: A question on BRICS and the SCO, signs to look for if there is a leadership change in Beijing, and notes from Las Vegas after Yang Hansen becomes one of the biggest stories of NBA Summer League.
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Bill Bishop is the author of Sinocism
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Busy Xi; Central Urban Work Conference; H20 export controls gone in win-win for Nvidia and China — Sinocism
Price controls coming for EVs?; Nvidia CEO in Beijing; Trump to delay US-China tariff deadline? — Sinocism
Nvidia Can Sell AI Chip to China Again After CEO Meets Trump — Wall Street Journal
NVIDIA CEO Jensen Huang Promotes AI in Washington, DC and China — Nvidia
Jensen Huang woos Beijing as Nvidia finds a way back into China — CNBC
Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi — Stratechery
Trump Softens Tone on China to Secure Xi Summit and a Trade Deal — Bloomberg
Nvidia’s Huang Says China’s Military Unlikely to Use US AI Chips — Bloomberg
Xi Touts ‘New Model’ of Property Development in Rare Meeting — Bloomberg
All about the RMB with Robin Brooks — Sinocism
Trail Blazers’ Yang Hansen shines bright in Summer League win over Pelicans — The Oregonian
Blazers rookie Yang Hansen describes draft night experience and career goals — ESPN
