The Newsletter by George Chen
George ChenIn the field. Beyond the headlines.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Subscribers | Read | georgechen.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
To buy or not to buy? Now it's a question for China
U.S. President Donald Trump announced on December 9 to allow Nvidia to sell its advanced AI chip H200 to China. I talked with international media including Reuters, CNBC and Bloomberg to share my views on what the latest move for Nvidia mea...
On CNBC: Short time window for Nvidia to sell better chips to China
I was delighted to return to CNBC on live this morning to share some thoughts on the growing regulatory challenges facing NVIDIA and why Jensen Huang may only have a small time window, perhaps less than five years, to sell Nvidia chips to C...
Another Ten Years
Google HQ in Mountain View, California
In FT: How long can Nvidia stay ahead of Chinese competition?
Photo: The Financial Times, October 1, 2025
Authors
The writers behind this newsletter.
I'm a consultant, adjunct professor, and recovering journalist. An alum of Meta/Facebook, I write about tech and geopolitics.
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