TechCheck Nvidia's walled garden, plus Jensen Huang the diplomat 7/15/25
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Jul 15, 2025 Nvidia anticipates a comeback in selling AI chips in China as U.S. policy shifts seem promising. The conversation highlights Nvidia's competitive edge with its robust software ecosystem, despite rivals like Huawei gaining ground. CEO Jensen Huang's frequent trips to China signify a potential diplomatic shift for the company, showcasing his skill in navigating geopolitical tensions. His ability to balance U.S. and Chinese interests sets him apart from other tech leaders facing challenges in the global landscape.
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NVIDIA's Software Lock-In Strategy
- NVIDIA keeps China tied to its AI software ecosystem despite slower chips entering the market again.
- This strategy prevents China from fully breaking away and developing an independent AI platform easily.
US Shift from Bans to Control
- Full U.S. bans trigger adversaries to build independent AI systems.
- Policy aims to spread American tech globally to maintain influence even in rival markets.
Jensen Huang's Diplomatic Win
- Jensen Huang skillfully navigated U.S. and China to allow NVIDIA H20 chip sales in China.
- His diplomatic approach contrasts with other CEOs who lacked similar strategic wins.