Sharp China with Bill Bishop

Sharp China with Bill Bishop

By Andrew Sharp and Sinocism’s Bill BishopNews
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Sharp China with Bill Bishop episodes

  • TikTok in the Clear; Taiwan Questions and Soybean Angst; The K Visa Goes Live; Jensen Huang on China Hawks

    On today’s Andrew and Bill begin with President Trump's executive order authorizing a proposal for a TikTok divestiture from ByteDance. Topics include: Why the proposed deal would be a win for ByteDance, China and the Trump administration, security concerns that haven't necessarily been addressed, and signals that opposition to the deal across D.C. is likely to be muted. Then: A report that the PRC will seek a shift on U.S. Taiwan policy in the course of trade talks, Secretary Bessent floats potential counter-measures for the U.S., and soybean farmers continue to twist in the wind. At the end: Thoughts on the PRC’s new K Visa program to attract foreign tech talent, dates for the fourth plenum, a very interesting rumor about Xi and a revival of the Central Advisory Commission, reactions to a Jensen Huang podcast appearance last week, and BIS closes a big export control loophole.

    Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

    Bill Bishop is the author of Sinocism

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    Liu Haixing replaces Liu Jianchao; New leaders for Inner Mongolia, Liaoning, Jiangsu; Maritime law revisions target US actions; October Holiday — Sinocism

    September Politburo meeting; Fourth Plenum dates; US expands Entity listings; US TikTok deal — Sinocism

    Trump Signs TikTok Order With US App Valued at $14 Billion — Bloomberg

    Trump’s TikTok deal still worries GOP China hawks — but here’s why they’ll go along — New York Post

    Chairman Moolenaar Releases Statement on TikTok Deal — The Select Committee on the CCP

    Xi Is Chasing Huge Concession From Trump: Opposing Taiwan Independence — Wall Street Journal

    Bessent says aircraft engines, chemicals could be leverage in US-China talks — Reuters

    Russia is helping prepare China to attack Taiwan, documents suggest — Washington Post

    China's new K visa beckons foreign tech talent as US hikes H-1B fee — Reuters

    China Goes on Offense — Foreign Affairs

    NVIDIA: OpenAI, Future of Compute, and the American Dream — BG2 w/ Bill Gurley and Brad Gerstner

    ‘More Hawkish Than When I Arrived’: A View From Inside China — Wall Street Journal

    US tightens export controls on Chinese companies — Financial Times

    Central Advisory Commission — Wikipedia

    1 hr 5 min
  • (Preview) A Trump-Xi Call and Meetings to Follow; TikTok Details Clear as Mud; Arcteryx and a Tibetan Fireworks Controversy

    On today's show Andrew and Bill begin with last Friday's call between Trump and Xi. Topics include: Plans for a meeting in South Korea and a Trump visit to Beijing early next year, whether summits on the horizon will lead to a period of stabilization, and why both sides may see the status quo as advantageous. From there: Parsing the latest reports concerning the TikTok sale, including unresolved questions surrounding the algorithm, sourced reporting that seems to change by the day, reactions in Washington that will shed light on next steps, and the CAC taking aim at short form video in the PRC. At the end: A note on the PRC and the Poland-Belarus border closure (which was re-opened after recording), and a look at the controversy swirling around Arcteryx after an ill-advised fireworks display spawns outrage, investigations and boycotts.

    Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

    Bill Bishop is the author of Sinocism

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    TikTok deal details still unclear; Xinjiang 70th anniversary; Fujian aircraft carrier flight tests; Arc’teryx makes a mess in Tibet — Sinocism

    Exclusive: China buys Argentine soybeans after tax drop, leaving US farmers sidelined — Reuters

    China prepares for long US soybean stand-off with huge Brazilian imports — SCMP

    Chairman Moolenaar Urges President Trump to Leverage Aviation Sector in Allied Response to China’s Rare Earth Export Restrictions — Select Committee on the CCP

    Chinese expert calls US lawmaker’s call for restricting Chinese airline landing rights over rare earths access ‘utterly absurd’ — Global Times

    Inside Trump's deal to save TikTok — Axios

    TikTok’s algorithm to be licensed to US joint venture led by Oracle and Silver Lake — AP

    China's ByteDance will get 1 of 7 board seats for TikTok's US operations, official says — Reuters

    U.S. Government Is Expected to Get Multibillion-Dollar Fee in TikTok Deal — Wall Street Journal

    China Discusses Polish Border Closure With Belarus in Trade Hit — Bloomberg

    Poland’s Tusk to reopen Belarus border — Politico

    Massive fireworks show for ad stunt in Tibet triggers blowback over environment fears — SCMP

    Under fire for fireworks: Arc'teryx apologizes after stunt sparks outrage — YouTube: Global News

    Arc’teryx × Cai Guo-Qiang: One Crisis, Two PR Strategies — Calling the Shots

    16 min
  • (Preview) A TikTok ‘Framework’ and Lots of Questions; Nvidia Uncertainty and Chip Countermeasures; The PRC Propaganda Strategy on US Platforms

    On today’s show Andrew and Bill begin with the news of a “framework,” a consensus, and a possible deal to divest TikTok US from its parent company, ByteDance. Topics include: The many details yet to be resolved publicly, the unknown fate of the algorithm and its legal implications, messaging from both the US and PRC delegations in Madrid, the ways in which a deal would benefit ByteDance, and the deflating path from April 2024 to this week. From there: The SAMR shares its findings in the Nvidia antitrust investigation, the PRC announces two additional responses to US chip pressure, and the US adds 23 PRC firms to the entity list. Then: Meta has its own China dependence, an AP report on US firms enabling the PRC surveillance state, and a look at the evolving methods of the CPC and its propaganda network. At the end: LeBron James' camp offers a clarification on last week's People's Daily article, and PRC pigeon racing hits the Washington Post.

    Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

    Bill Bishop is the author of Sinocism

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    US-China Madrid talks; TikTok "framework" deal; Nvidia and chips investigations; Wang Yi in Poland; Pre-made meals scandal — Sinocism

    Bessent says TikTok ban threat won framework agreement with Chinese — Reuters

    Beijing says TikTok’s US app will use Chinese algorithm — Financial Times

    Trump’s willingness to let TikTok ‘go dark’ motivated China to make deal, Bessent says — CNBC

    U.S. Reaches Outline of TikTok Deal With China — Wall Street Journal

    U.S. Investors, Trump Close In on TikTok Deal With China — Wall Street Journal

    China’s Message on Nvidia: We Have Leverage Too — Wall Street Journal

    China launches discrimination and dumping probes into US chips ahead of trade talks — Reuters

    Thread from Chris McGuire — Chris McGuire on X

    Meta struggles to decouple from Chinese supplier of AI smart glasses — Financial Times

    Silicon Valley enabled brutal mass detention and surveillance in China, internal documents show — AP

    "No speed. No ability. Can't tell stories". Why China is turning to 'media studios' to revive its propaganda — Too Simple, Sometimes Naive

    Lakers star LeBron James did not write article that carried his name in Chinese paper: Sources — The Athletic

    The Pigeon Heist — Washington Post

    Their Racing Pigeons Caught a Bullet Train. Then the Authorities Caught Up. — New York Times

    17 min
  • (Preview) Five Questions After the 9.3 Parade; A Flurry of US-China Updates; Sports Consumption and the NBA’s Return to China

    On today’s show Andrew and Bill begin by looking back at last week’s Victory Day parade. Topics include: The domestic messaging from the PRC, cold war imagery from a regime that denounces cold war thinking, questions about the EU perspective, the implications of the Power of Siberia 2 gas pipeline, North Korea's relationship to the PRC, a hot mic moment between Xi and Putin, and President Trump's Truth Social post responding to the parade. From there: A flurry of US-China stories, including Nvidia in the New York Times, a Politico report on Pentagon priorities, and PRC hackers allegedly impersonating Rep. John Moolenaar. At the end: The State Council continues a push for increased sports consumption and investment, thoughts on LeBron James in the People's Daily and the NBA's return to China, and South Park tackles the Labubu craze.

    Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

    Bill Bishop is the author of Sinocism

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    Joseph Torigian on Xi Zhongxun, Xi Jinping, Party History, and the 9.3 Parade — Sinocism Live

    Xi at virtual BRICS; US cognitive warfare; Yi Huiman; LeBron James in People's Daily; Asteroid defense — Sinocism

    Xi Jinping says world faces ‘peace or war’, as Putin and Kim join him for military parade — The Guardian

    The China-Russia- North Korea alliance that needs no name — Lowy Institute

    Parading China’s Nuclear Arsenal Out of the Shadows — Next Gen Nuclear Network

    Russia and China Sign Major Deal for New Gas Pipeline — Bloomberg

    Shale Gas Arithmetic — Doomberg

    How the Power of Siberia 2 Deal Could Reshape Global Energy — CSIS

    China paves way for renminbi fundraising by Russian energy giants — FT

    What Russia’s First Gas Pipeline to China Reveals About a Planned Second One — Carnegie Endowment

    Hot mic picks up Putin and Xi discussing organ transplants and immortality — Reuters

    Reuters withdraws Xi, Putin longevity video after China state TV pulls legal permission to use it — Reuters

    Beijing’s New Playbook for Trade Talks: Keep Talking but Give No Ground — WSJ

    Nvidia Comes Out Swinging as Congress Weighs Limits on China Chip Sales — NYT

    Pentagon plan prioritizes homeland over China threat — Politico

    Pentagon's National Defense Strategy draws from Vance speeches — Nikkei

    The Final Evolution of the GOP China Hawk Frauds — History Does You

    Chinese Hackers Pretended to Be a Top U.S. Lawmaker During Trade Talks — WSJ

    Kim-Xi meeting; Xi meets other leaders; "Slow bull market" possible?; Sports consumption; Historical revisionism — Sinocism

    LeBron James pens essay in Chinese state newspaper in sign NBA's China revival almost complete — Reuters

    篮球是连接彼此的桥梁(体谈) — People's Daily

    South Park Labubu Satanic Ritual Scene — YouTube

    16 min
  • Xi Welcomes Putin and Modi at the SCO Summit; Perspective on the India and China Buzz; World War II and a 'Memory War'

    On today's show Andrew and Bill begin with takeaways from the SCO Summit, including Xi's announcement of the Global Governance Initiative (GGI), outreach to the global south, and the PRC's warming relationship with India as Modi's first trip to China in seven years spawns anxiety in the US, and a variety of structural tensions remain. From there: Context for Beijing's recent efforts to correct the views of World War II, including efforts to recognize China's role in defeating Japan, contested accounts of the Communist Party's contributions, and contested understandings of the Potsdam Declaration. At the end: Mexico moots tariffs of their own, the US rescinds a waiver for SK Hynix and Samsung factories in China, and a few takeaways from Nvidia's earnings call last week.

    Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

    Bill Bishop is the author of Sinocism

    To email the show: [email protected]

    To subscribe to Stratechery, click here.

    To subscribe to Sinocism, click here.

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    SCO Summit in Tianjin; Xi proposes the Global Governance Initiative (GGI) 全球治理倡议; Xi in the media; Central Social Work Department — Sinocism

    Xi Uses Summit, Parade and History to Flaunt China’s Global Pull — New York Times

    India Was the Economic Alternative to China. Trump Ended That. — New York Times

    Scoop: White House believes Europe secretly undoing Ukraine war's end — Axios

    Upholding the correct view of WWII history — People's Daily

    Military parades and memory wars: China and Russia commemorate history to reimagine international order — Brookings

    Where were you in the World Anti-Fascist War? — The Strategist

    Forgotten Ally: China’s World War II, 1937-1945 — Rana Mitter

    Mexico to Raise Tariffs on Imports From China After US Push — Bloomberg

    Samsung, SK Hynix Lose US Waiver on Chip Gear for China Use — Bloomberg

    Nvidia earnings beat Wall Street’s sky-high expectations, but the stock fell because ‘there were no H20 sales to China-based customers’ — Fortune

    Why Nvidia Wants to Sell Chips to China, Answering Intel Objections, KPop Demon Hunters Conquers the World — Sharp Tech

    Special coverage of China's grand gathering celebrating 80th anniversary of victory - YouTube YouTube

    47 min
  • (Preview) US-China Talks in DC; Trump Welcomes PRC Students; Cambricon Momentum and H20s on Ice; What Beijing is Doing in New York City

    On today’s show Andrew and Bill begin with Li Chenggang in Washington for another round of meetings with American negotiators. Topics include: Outreach to soybean farmers and rumors of Boeing purchases, why the PRC may sense an opportunity for dealmaking, President Trump's plans to welcome 600,000 PRC students, 200% tariffs and the stakes surrounding rare earths, and more details on the EU-US trade deal. From there: Investors are all-in on Cambricon's upside, the FT reports on big chipmaking plans in China, while additional reports of a ban on Chinese H20 purchases spawn more questions about Beijing’s motivations and the state of domestic chips. At the end: Reactions to an extensive New York Times investigation of PRC interference in New York politics, and Labubu news for Tashi.

    Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

    Bill Bishop is the author of Sinocism

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    SCO Summit; PRC trade negotiator invites himself to DC; Trump wants more PRC students; AI+ Initiative; Nvidia - Sinocism

    Top Chinese Trade Negotiator Set to Head to U.S. as Talks Resume - WSJ

    Ambassador Xie Feng attended the U.S.-China Soybean Industry Partner Breakfast Reception and delivered remarks - PRC Embassy to the U.S.

    China’s Soy Crushers May Be Facing a Winter Without US Beans - Bloomberg

    Trump to allow 600,000 Chinese students entry to US for college as trade talks with China press on - New York Post

    Send Harvard’s Chinese Students Home - WSJ

    China has to give US magnets or face 200% tariff - Reuters

    Joint Statement on a United States-European Union Framework on an Agreement on Reciprocal, Fair, and Balanced Trade - The White House

    Meet Cambricon: how 2 ‘genius brothers’ created China’s potential rival to Nvidia - SCMP

    China Nvidia rival Cambricon adds to $40 billion rally with 4,000% revenue jump - CNBC

    Changing times: Cambricon tops Moutai as China’s costliest stock as chips trump baijiu - SCMP

    China turns against Nvidia’s AI chip after ‘insulting’ Howard Lutnick remarks - FT

    Nvidia Orders Halt to H20 Production After China Directive Against Purchases - The Information

    Opinions of the State Council on Deepening the Implementation of the “Artificial Intelligence+” Initiative - Sinocism

    How China Influences Elections in America’s Biggest City - N.Y.T.

    Inside Our Investigation of China’s Influence Campaigns - N.Y.T.

    Red Envelopes With Cash Are Changing Hands at Adams Campaign Rallies - N.Y.T.

    How a Criminal With Close Ties to China Became a New York Power Broker - N.Y.T.

    Red Packets in the USA! - Image Thief

    16 min
  • Two Weeks of Nvidia Angst; Stocks and Real Estate; Warming Relations with India?; Labubu and Soft Power Exports

    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 motivation in Beijing, and thoughts on the near future in Washington. From there: Checking in with the real estate market and stock market as Beijing pledges more support for real estate and the SSE Index hits a 10-year high. At the end: Liu Jianchao is reportedly under investigation, Bao Fan has reportedly been released, India and China move to improve relations in the face of US tariffs, and an email about the Labubu phenomenon and PRC soft power exports

    Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

    Bill Bishop is the author of Sinocism

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    Rectifying the PV industry; Youth unemployment; Wang Yi in India; September 3 — Sinocism

    Beidaihe break over; New Xi books; Support for real estate; Liu Jianchao; PRC-India — Sinocism

    China Demands Companies to Halt Nvidia Chip Orders Over Security Concerns — The Information

    Nvidia's China prospects undimmed by Beijing's H20 worries — Nikkei

    DeepSeek’s next AI model delayed by attempt to use Chinese chips — Financial Times

    Exclusive: Nvidia working on new AI chip for China that outperforms the H20, sources say — Reuters

    Exclusive: US embeds trackers in AI chip shipments to catch diversions to China, sources say — Reuters

    April Politburo Study Session on AI is bad news for Nvidia — Sinocism

    China’s Stock Rally Has the Makings of a Durable Bull Run — Bloomberg

    China Detains Senior Diplomat Who Aided U.S. Relations — Wall Street Journal

    High-profile Chinese dealmaker Bao Fan released from detention after two years, source says — Reuters

    Modi Hails ‘Friend’ Putin and Boosts China Ties in Tilt From US — Bloomberg

    At Wang meeting, China asked India not to deal with Taiwan. What Jaishankar said — Hindustan Times

    How These Little Elves Turned Into a Global Sensation — New York Times

    The curious case of Labubu's Chinese identity — Following the Yuan

    1 hr 9 min
  • (Preview) July Politburo Meeting Takeaways and Trump’s Evolving Approach to China

    On today’s show Andrew and Bill begin with July’s Politburo Meeting, including a date for the Fourth Plenum, more condemnations of “disorderly competition,” and signals that party leadership remains confident despite the tumultuous year. From there: The U.S.-China meetings in Stockholm, the latest moves from Trump to moderate on chips and possibly Taiwan, and debating a spate of reports suggesting that Trump is working toward a deal and a meeting with Xi and adopting a softer approach to China.

    Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

    Bill Bishop is the author of Sinocism

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    July Politburo meeting; 4th Plenum set for October; US-China; AI safety — Sinocism

    No drama in Stockholm; Rare Earths and Trump's China shift; Beijing floods; Ok to say overcapacity, New Shaolin Temple Abbot — Sinocism

    China Politburo Holds off on Further Stimulus — Wall Street Journal

    China struggles to break its addiction to manufacturing — Financial Times

    Trump softens stance on China amid trade talks and summit push — Washington Post

    Trump Is Shifting to Dealmaking Mode on China — Wall Street Journal

    Donald Trump freezes export controls to secure trade deal with China — Financial Times

    Donald Trump blocks Taiwan’s President Lai Ching-te from New York stopover — Financial Times

    US cancelled military talks with Taiwan — Financial Times

    EU, US to form metals alliance to counterbalance Chinese overcapacity — Reuters

    Is This the Start of a U.S.-China Friendship? — Foreign Policy

    Post by the Ministry of Foreign Affairs — X: @MFA_China

    19 min
  • (Preview) Xi on Development and Three-Patting Cadres; PRC Venture Investing; Exit Ban Controversies; H20s and a New Trump Narrative; The Big Tariff

    On today's show Andrew and Bill begin with comments from Xi Jinping and renewed emphasis on building more rational marketplaces across key sectors in tech and beyond. Topics include: The implication that not every province has to participate in new growth areas, cadres parsing conflicting guidance from Beijing, and efforts to stimulate a healthy investment ecosystem for startups as U.S. venture investment recedes. From there: Thoughts on two high-profile exit-bans on American citizens traveling in China, why the two cases are different, more chatter that the Trump administration is softening on China, counterpoints to that argument, and a bit more news on "The Big Tariff," Yang Hansen.

    Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

    Bill Bishop is the author of Sinocism

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    PLA to try again to eliminate "toxic influences"; Tibet dam project; Involution; Trump’s softening approach to China; More Americans exit banned — Sinocism

    PLA Daily on political cadres; EU-China summit expectations; US-China talks next week; Lab-grown diamonds — Sinocism

    Life Atop China’s Car Market Starting to Look Shaky for BYD — Bloomberg

    Cover Story: A New Gold Rush Begins in China’s Hard Tech Sector — Caixin

    China VC Funds Tap Global Investors for $2 Billion in Comeback — Bloomberg

    U.S.-Based Wells Fargo Banker Blocked From Leaving China — Wall Street Journal

    U.S. citizen who works for Commerce Dept. ensnared in Chinese exit ban — Washington Post

    Chinese Officers Questioned U.S. Government Employee About His Army Service — New York Times

    China says Wells Fargo banker under exit ban is involved in criminal case — Reuters

    Post by Desmond Shum — X: @DesmondShum

    As Trump Courts a More Assertive Beijing, China Hawks Are Losing Out — New York Times

    Navigating the President’s Policy Whiplash on China — Wall Street Journal

    No joke: Chinese rookie Yang Hansen is the NBA’s biggest summer star — Washington Post

    11 min
  • (Preview) Nvidia Can Sell H20 Chips to China Again; Trump Softening on China?; A Flurry of Xi Activity; Yang Hansen at NBA Summer League

    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 checking in on the real estate sector as stimulus hopes are deferred in the wake of this week's readout from the Central Urban Work Conference. At the end: A question on BRICS and the SCO, signs to look for if there is a leadership change in Beijing, and notes from Las Vegas after Yang Hansen becomes one of the biggest stories of NBA Summer League.

    Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

    Bill Bishop is the author of Sinocism

    To email the show: [email protected]

    @SharpTechPodcast Channel — YouTube

    @Stratechery Channel — YouTube

    Busy Xi; Central Urban Work Conference; H20 export controls gone in win-win for Nvidia and China — Sinocism

    Price controls coming for EVs?; Nvidia CEO in Beijing; Trump to delay US-China tariff deadline? — Sinocism

    Nvidia Can Sell AI Chip to China Again After CEO Meets Trump — Wall Street Journal

    NVIDIA CEO Jensen Huang Promotes AI in Washington, DC and China — Nvidia

    Jensen Huang woos Beijing as Nvidia finds a way back into China — CNBC

    Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi — Stratechery

    Trump Softens Tone on China to Secure Xi Summit and a Trade Deal — Bloomberg

    Nvidia’s Huang Says China’s Military Unlikely to Use US AI Chips — Bloomberg

    Xi Touts ‘New Model’ of Property Development in Rare Meeting — Bloomberg

    All about the RMB with Robin Brooks — Sinocism

    Trail Blazers’ Yang Hansen shines bright in Summer League win over Pelicans — The Oregonian

    Blazers rookie Yang Hansen describes draft night experience and career goals — ESPN

    11 min

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