This episode of Sharp China is outside the paywall.
Show Notes:
On today's show Andrew and Bill begin by reviewing the readouts from last week's Fifth Plenum, including signs that corruption crackdowns will continue, additional targets may include retired cadres, and an area of convergence with the US on policing "corrupt acts carried out through the internet, virtual currencies ... and the like." From there: The US-China outlook in the wake of Tuesday's midterms, including questions about the future of the Democratic Party's approach to China, turnover at the China Select Committee, unknowns surrounding President Trump's response, heightened scrutiny forthcoming for Nvidia, and Jensen Huang's ongoing Megaspeed mess. At the end: Distillation intrigue, a Putin-Trump-Xi summit in Shenzhen, new outbound investment regulations from the Treasury Department, the Washington Post reports on a new Pentagon espionage initiative, an emailer wonders about cyber warfare, and the Mbappé mess remains unresolved.
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Related Readings:
Cai Qi on the Plenum Resolution; Stock market bounce; US election; Nvidia’s China-related sales - Sinocism
Central Bank to Conduct Third Swap Facility Operation -- Caixin
The Fight for the Future of Democratic Foreign Policy -- Foreign Affairs
How Nvidia Uses Its Soft Power to Influence Customers and Shape Policy -- The Information
Nvidia orders data centre clients to reduce China exposure -- FT
How One Country Became the Unlikely Crossroads of the Global A.I. Boom -- NYT
Oracle cancels $7bn Tencent AI deal under Trump pressure -- FT
Nvidia Chief Seen as Target of Chinese Spy Plot -- NYT
AI on the Ballot -- Stratechery
Let China copy American AI -- The Economist
Anthropic says new safeguards sharply reduce AI distillation attacks -- Reuters
US, Russia and China discuss meeting between Trump, Putin and Xi -- FT
China urges US to halt proposed expansion of outbound investment curbs -- Reuters
Pentagon looks to build a deep-cover spy program to confront China -- WaPo
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