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US President Donald Trump and Chinese President Xi Jinping discussed various topics, but notably did not address Nvidia's advanced Blackwell chips, leading to a decline in Nvidia's stock. The geopolitical climate complicates Nvidia's ability to access the Chinese market, despite strong demand for its AI chips. Nvidia's upcoming earnings report will be critical in assessing the recovery of its China business and overall sales outlook.
China has begun construction of the world's largest hydropower dam on the Yarlung Tsangpo river in Tibet, a project expected to generate significant electricity and stimulate economic growth. However, it faces criticism from neighboring countries like India and Bangladesh as well as environmentalists and Tibetan groups concerned about water diversion, displacement, and ecological impacts. Chinese officials assert the project's benefits while denying claims of water hegemony.
An analysis of China's position in the global computing landscape reveals that despite significant advancements, it is unlikely to surpass the West in computational capabilities in the near future. Factors such as technological dependencies, talent shortages, and geopolitical challenges hinder China's potential leap ahead.