Sharp China: Two Weeks of Nvidia Angst; Stocks and Real Estate; Warming Relations with India?; Labubu and Soft Power Exports
This episode of Sharp China is outside the paywall.
Show Notes:
On today’s show Andrew and Bill begin with a raft of news on Nvidia that came during the podcast’s vacation, including reports the company was summoned to meeting with the Cyberspace Administration of China, sources saying the same regulators have warned PRC companies against purchasing the H-20 chips, and news that the US is now granting licenses to sell H-20 chips to PRC companies in exchange for 15% of China chip revenue. Topics include: Jensen Huang’s successful lobbying, criticism of the 15% tax, questions about the…
The skinny
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