China Decode: Can China Challenge Nvidia’s Dominance?
From The Prof G Pod with Scott Galloway by Vox Media Podcast Network
June 2, 2026 · 46 min
About this episode
Alice Han and James Kynge discuss Huawei's strategy to challenge Nvidia and the implications for the global semiconductor market, alongside rising tensions between China and Europe and the wealth dynamics in Hong Kong.
Alice Han and James Kynge break down Huawei’s bold new strategy to challenge Nvidia and the future of AI chips. They explore the rise of Huawei’s influential "chip queen" He Tingbo, the company’s attempt to move beyond Moore’s Law, and what it could mean for the global semiconductor race. Then, tensions between China and Europe are heating up. With record trade deficits, growing concerns over Chinese imports, and new efforts to protect European industries, Alice and James examine whether a full-scale China-EU trade war is beginning to take shape. Finally, Hong Kong has officially overtaken Switzerland as the world’s largest offshore wealth hub. They discuss what’s driving the surge in cross-border wealth flowing through Hong Kong, why China’s ultra-rich are increasingly keeping assets closer to home, and the risks that come with tying so much wealth to the fortunes of mainland China. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
People in this episode
Host: Scott Galloway
Guests: Alice Han, James Kynge
Topics covered
- AI chips
- semiconductor race
- China-EU trade tensions
- offshore wealth
- Huawei strategy
Keywords
- Huawei
- Nvidia
- AI chips
- semiconductor
- China
- Europe
- trade war
- wealth hub
- Hong Kong
Mentioned in this episode
Organizations: Huawei, Nvidia
Places: China, Europe, Hong Kong, Switzerland
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