Nvidia's walled garden, plus Jensen Huang the diplomat 7/15/25
Jul 15, 2025•4 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Nvidia scored a potential win today, after announcing that it expected to be able to sell its AI chips in China again after the Trump administration seemed ready to reverse course on its ban in April. Though Nvidia's less-performant chips give fast-growing rivals in China a chance to catch up, Nvidia also has an edge they don't: its software ecosystem. Plus, CEO Jensen Huang is in China today, marking his third visit to the country this year. It could signal a new era for the chipmaker chief, one that involves a more diplomatic role.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
For the best experience, listen in Metacast app for iOS or Android