China Decode: Can China Challenge Nvidia’s Dominance?

Hogging seats on a crowded train, not saying excuse me, watching videos on your phone with no headphones in. Sometimes it feels like we don't know how to act anymore. What we have been seeing, increasingly, is people breaking rules. Why should I play by the rules if nobody else is going to do that for me? This week on Explain It to Me, how to mind your manners.

New episodes Sundays wherever you get your podcasts. It really couldn't be a bigger story. Already, Jensen Huang, the CEO of NVIDIA, has said that his company has largely conceded, those are his words, largely conceded China's AI chip market to Huawei. In 2026, so far, Huawei has captured around 50 of the Chinese market for AI chips.

What this really means is that chip companies in the future might stop obsessing so much as they do right now about how small the transistors in a semiconductor should be and they might focus more instead on how fast the data moves through a semiconductor. Welcome to China Decode. I'm Alice Han. And I'm James King.

We already have this episode, so unlocking it is cheap and permanent: the full transcript (47 minutes, 7,500 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 10 episodes for $5, and monthly plans are cheaper still.