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The Great Reversal: China Reopens the Door to Nvidia — Just as It Proves It No Longer Needs To

The Great Reversal: China Reopens the Door to Nvidia — Just as It Proves It No Longer Needs To

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.

Nvidia’s Worst Nightmare, in Jensen Huang’s Own Words: “Zero Percent” in China

Nvidia’s Worst Nightmare, in Jensen Huang’s Own Words: “Zero Percent” in China

by Raphael Dudler | Jun 27, 2026 | CHN AI NEWS

From 25% market share to “zero percent.” Nvidia’s CEO admits US policy backfired — and reveals the outcome that truly terrifies him: a world where AI runs best on Chinese chips.

China’s $295 Billion AI Plan Has a Problem — And It Is Made in China

China’s $295 Billion AI Plan Has a Problem — And It Is Made in China

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.

China AI chips China AI diplomacy China AI governance Nvidia China market US-China AI race US-China tech war US China chip war World AI Conference Shanghai

  • “All Necessary Measures”: The Distillation War Goes Diplomatic — As Chinese Users Quietly Flock to Claude
  • The Ghost Speaks: Liang Wenfeng Breaks His Silence to Tell America Its Lead Is an Illusion
  • WAICO: China Just Built the Alliance That Could Rewrite Global AI Rules — And It’s Headquartered in Shanghai
  • Xi Steps Onto the Stage: China Makes Its Global AI Power Play in Shanghai
  • The Admission Beijing Didn’t Want to Make: China Just Dropped Its Jobs Target Because of AI

About

watchchina.ai is a daily intelligence portal tracking the intersection of China and artificial intelligence. Founded by Raphael Dudler, Switzerland. Curated news, expert analysis, and exclusive member forecasts — every day.
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All content is reviewed by a human editor for accuracy prior to publication. Videos feature an AI-generated avatar.

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Every story published on watchchina.ai is researched and verified against multiple primary and secondary sources — including international wire services, academic publications, government documents, and regional media. We use AI-assisted research and analysis tools to identify patterns and generate forward-looking forecasts. Our editorial standard:
we are not first. We are right.

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