China Insider China Insider | Jensen Huang in Beijing, PLA Navy's CNS Fujian, Taiwan VP Hsiao Bi-khim at IPAC
Nov 11, 2025
In this discussion, NVIDIA CEO Jensen Huang's controversial trip to Beijing amid a US investigation takes center stage, highlighting the tension between corporate interests and national security. The new Chinese aircraft carrier, CNS Fujian, is analyzed for its implications on naval power, revealing challenges in its operational readiness. Taiwan Vice President Hsiao Bi-khim's impactful speech at the EU emphasizes Taiwan's democratic values and the importance of international support against authoritarianism. A thought-provoking exploration of these pressing geopolitical issues unfolds.
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NVIDIA's Unique Strategic Position
- Jensen Huang sits at the nexus of GPUs, Taiwan chipmaking, and deep China ties that shape global AI competition.
- His corporate interests can conflict with U.S. national security, complicating export-control efforts.
U.S. Retains AI Edge
- The United States currently holds the lead in AI despite rhetoric that China is close behind.
- Export controls are national-security tools and cannot be treated as mere trade inconveniences.
Executive Defection Fueled Chinese AI
- Miles recounts NVIDIA executive James Zhang leaving to found a Chinese rival, "More Thorns."
- That internal talent flow helped accelerate China's AI capabilities, creating a Frankenstein for NVIDIA.