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𝔗𝔥𝔢 𝔒𝔭𝔢𝔫 𝔈𝔠𝔬𝔫𝔬𝔪𝔦𝔰𝔱
Issue #5
May 15, 2026
THE TAKE

NVIDIA HAS U.S. APPROVAL TO SELL IN CHINA. NOT A SINGLE CHIP HAS MOVED

The US cleared ten Chinese firms including Alibaba, Tencent and ByteDance to buy Nvidia's H200 chips, but not a single delivery has been made, with Chinese companies quietly pulling back after guidance from Beijing. Nvidia's share of China's AI chip market has collapsed to zero, and Jensen Huang flew to Beijing with Trump personally to try to break the deadlock. It didn't work.
→ Reuters

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