by Raphael Dudler | Sep 30, 2026 | CHN AI NEWS
Nvidia’s chips can be matched. Its CUDA software moat was supposed to be unbreakable. Today DeepSeek open-sourced Huawei-built tools to route around it — free to the world. watchchina.ai on the assault on America’s last real advantage.
by Raphael Dudler | Jul 11, 2026 | CHN AI NEWS
Beijing is reopening the door to Nvidia — at the exact moment it proved it doesn’t need to. The great reversal in the chip war, where the roles of the two superpowers have quietly switched.
by Raphael Dudler | Jun 16, 2026 | CHN AI NEWS
$295 billion. 80% domestic chips. One problem: China’s fabs can barely keep up. The structural bottleneck inside Beijing’s most ambitious AI plan.
