Nvidia, AMD to Pay US 15% of China AI Chip Sales | The China Show 8/11/2025

“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:04:25 – What to watch in Greater China today
00:05:28 – Nvidia, AMD to pay US 15% of China AI chip sales
00:07:50 – CATL suspends output at China lithium mine
00:09:36 – NATO chief sees Ukraine land in play for peace talks
00:12:21 – Events and economic data to watch this week
00:13:11 – Lombard Odier’s John Woods on market outlook
00:30:55 – Bloomberg Intelligence: China investors might be returning to tech
00:35:38 – China detains senior diplomat Liu Jianchao, WSJ reports
00:48:24 – BofA Global Research’s Matty Zhao on lithium sector outlook
00:54:17 – Explaining China’s "anti-involution" campaign
00:57:56 – Goldman Sachs’ Hui Shan on China’s battle vs deflation
01:11:53 – Fitch’s Nneka Chike-Obi on China’s energy sector outlook for powering AI
01:23:30 – Breaking: Developer China South City ordered to liquidate by HK court
01:24:38 – Nvidia, AMD to Pay US 15% of China AI Chip Sales
01:27:05 – Traders await US clarification on gold tariffs
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