@CaoChangqing: In the meeting between Trump and Xi Jinping, Trump did not make concessions on the Taiwan issue, and there was no betrayal of Taiwan as left-wing media and yellow-left had previously hyped. This can be seen from the latest Reuters report. The talks primarily focused on trade and economic issues. The U.S. concession was to allow 10 Chinese companies, including Alibaba, ByteDance, Tencent, and JD.com, to purchase Nvidia H200 chips; Lenovo and Foxconn among others…
Summary
Trump and Xi Jinping met. The U.S. allowed 10 Chinese companies such as Alibaba, ByteDance, Tencent, and JD.com to purchase Nvidia H200 chips. Taiwan was not mentioned. Musk, Cook, and Huang Renxun (Jensen Huang) gave positive comments on the meeting.
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@Saccc_c: Jensen Huang said the meeting was very successful, President Xi is very nice. The US has agreed to allow 10 Chinese companies, including Alibaba and Tencent, to purchase NVIDIA H200 chips. NVIDIA's total market cap has surpassed Germany's GDP. How could it not be successful?
Jensen Huang said the meeting was very successful, and the US has agreed to allow 10 Chinese companies, including Alibaba and Tencent, to purchase NVIDIA H200 chips. Also mentioned that NVIDIA's market cap has surpassed Germany's GDP.
@0xVeryBigOrange: Repost: The substantive policies already finalized and soon to be announced from the May 14 US-China talks in Beijing (officially confirmed, not just slogans) fall into two categories: policies directly agreed upon and executable on the same day, detailed implementation rules to be rolled out in the next 1–2 months, and prior consensus items directly extended or upgraded this time. All are hard policies immediately impacting businesses, imports/exports, technology, and travel. I. Trade & Tariffs (most direct, …
Sino-US Beijing talks reach multiple substantive policies, including extending tariff truce, relaxing chip export controls, restoring visas and flights, impacting enterprises, imports/exports, and technology sectors.
@DtDt666: Elon Musk said the meeting went "very smoothly" and that "a lot of good things" are happening. Tim Cook made a peace sign and then gave a thumbs up. Jensen Huang said the "meeting went well" and called it "very impressive."
Multiple tech giant CEOs (Musk, Cook, Huang) gave positive feedback about a meeting, saying it went smoothly and many good things are happening.
Trump’s China Visit Puts AI Chips and Trade Back in Focus
Trump's visit to China highlights ongoing US-China tensions over AI chip exports, semiconductor supply chains, rare earth minerals, and EV manufacturing, with both nations maneuvering for technological and economic advantage.
@WinForKakei: Let me use Tencent as an example. Tencent's 2025 capex is even lower than guidance. As clearly stated in last year's earnings call, this is because they couldn't buy NVIDIA GPUs (due to AI chip supply constraints) and were unwilling to buy domestic chips. Of course, they compromised this year and have started ordering Kunlun chips. Actually, Pony Ma is not as Zen or content with being a latecomer as people say...
The article discusses Tencent's AI capex constraints due to NVIDIA chip shortages and its recent shift to using Kunlun chips, analyzing the company's valuation and strategic positioning in the AI landscape.