- Lisa Su kept a low profile in China—meeting customers and even Vice Premier He—while Jensen Huang drew big public crowds, highlighting two very different diplomatic styles.
- Nvidia’s AI-chip presence in China has collapsed amid U.S. export curbs and Beijing’s push for self-reliance, leaving room for rivals; AMD holds a small (~4%) share but sells a wider range of chips (CPUs, GPUs, FPGAs).
- AMD is courting Chinese developers (promoting its ROCm stack) and investing in Taiwan, but growth is constrained by a less mature software ecosystem and export restrictions on top-end AI chips.
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