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 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.
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.