Navigating China Internet: Top AI/apps tracker: Focus around chip supply and AI application adoption; solid June app engagement China's top AI applications maintained healthy user engagement trends in June with key investor focuses around 1) a potential resumption of Nvidia H20 chip supply: where the company announced on July 15 that it expects the US regulator to grant licenses to restart shipments, alongside a new & fully compliant NVIDIA RTX PRO GPU. We believe resumption of foreign chip supply could bod ...

Nvidia CEO Jensen Huang speaks to journalists as he arrives for a press conference at a hotel in Beijing on July 16, 2025. Adek Berry | Afp | Getty Images BEIJING — Nvidia CEO Jensen Huang was all smiles and compliments as he made his third trip to China in just about half a year. As the leader and co-founder of the world's first, newly-minted $4 trillion market cap company, Huang had particular reasons to be happy when he met the press on Wednesday: Nvidia expected it would be able to resume sales of its l ...

The Significance of Nvidia H20 Chips Nvidia's H20 chips are well-known for their prowess in AI inference tasks. With a computing performance of 148 TFLOPS@FP16 and 900 gb/s of interconnect bandwidth, these chips offer a competitive edge in the software ecosystem and interconnect capabilities. The H20 chip is currently the most powerful inference accelerator that can be legally exported to China under the existing US regulations. It is optimized for running existing AI models, which is of great relevance to ...

Equity Research July 6, 2025 Asia Maxima - Tariff Mood Swings The Trump agenda remains fundamentally contradictory. Deregulation and the extension of tax cuts are bullish for equities. Tariffs and restrictions on immigration are bearish. Investors ended last quarter assuming that the American president has pivoted from his longstanding obsession with tariffs, reflected in "Liberation Day", to focusing on tax cuts. There remains a growing likelihood that America peaked as a percentage of world stock market c ...