Sharp China: The Fog of the Trade War Continues; US Restricts Nvidia Sales to the PRC; Jensen Huang Heads to Beijing; Rare Earths and Supply Chain Anxieties
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Show Notes:
On today's show Andrew and Bill return to discuss the state of the trade war two weeks after “Liberation Day” and the imposition of a 145% tariff rate on PRC goods. Topics include: Reports of a Trump Admin strategy to isolate the PRC, daily talk of a deal with China from President Trump, himself, signals from the PRC side that they may be willing to negotiate, and the PRC cancels orders of Boeing planes. From there: A raft of news on Nvidia as the U.S. restricts the export of H20 chips to China, Jensen…
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