That was the message to Chinese companies from a confidant of leader Xi Jinping, who’s heading up domestic efforts to overcome Nvidia’s stranglehold on cutting-edge AI chips. Go read this report from the Wall Street Journal that lays out the global stakes and the likelihood that China can repeat the playbook that saw it upending (and then dominating) industries like drones, EVs, display panels, solar, batteries… you get the idea. [Link: Inside China’s All-Out Push to Catch Up With American AI Chips | https://www.wsj.com/world/china/china-ai-chips-race-949050d0?st=FuuD9C&reflink=desktopwebshare_permalink | WSJ.com]

Huang told Axios that American companies should "absolutely" be allowed to use Chinese models.

Michael Kratsios, the White House Office of Science and Technology Policy director, writes on X that Moonshot accessed Nvidia’s high-end GB300 processors in Thailand, which are…