Sharp China: Nvidia Can Sell H20 Chips to China Again; Trump Softening on China?; A Flurry of Xi Activity; Yang Hansen at NBA Summer League
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Show Notes:
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…
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