Has China Shut The Door On Nvidia?
Aug 22, 2025•20 min
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Episode description
We talked recently about how Nvidia wasn’t home free in China just yet, and low and behold, they’re stopping H20 chip production over Chinese concerns. Did Elon Musk talk to Mark Zuckerberg about buying OpenAI together? And of course, the Weekend Longreads Suggestions.
Links:
- Nvidia Orders Halt to H20 Production After China Directive Against Purchases (The Information)
- Meta Signs $10 Billion-Plus Cloud Deal With Google (The Information)
- Elon Musk tried to enlist Mark Zuckerberg in $100bn bid for OpenAI (Financial Times)
- OpenAI Is Challenging Google—While Using Its Search Data (The Information)
Weekend Longreads Suggestions:
- He Sold His Likeness. Now His Avatar Is Shilling Supplements on TikTok. (NYTimes)
- Bill Gates meets Willy Wonka: How Epic’s 82-year-old billionaire CEO, Judy Faulkner, built her software factory (CNBC)
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