Derek Scissors on US Tariffs on China and Nvidia's Role

Nvidia CEO's Potential Role as Go-Between

• 💡 Derek Scissors suggests that Nvidia CEO Jensen Huang's recent meeting with President Trump, just before a trip to China, likely means he is carrying a message or information between the two leaders.
• 📌 Huang's deep involvement in the US-China commercial relationship and Nvidia's prominence make him a plausible conduit for communication.

US Approach to Technology in China

• 🎯 Scissors argues against a purely market-driven approach, stating that state backing and intellectual property theft are common Chinese strategies for winning in technology.
• 🧠 He believes that Jensen Huang would candidly admit China targets companies like Nvidia for future competition, not just for next year, but over the next five to ten years.
• ⚠️ The idea that