38: The US-China Tariff Truce and AI's Market Trajectory Guest: Chris Riegel Chris Riegel discusses the temporary US-China tariff truce and Nvidia's potential re-entry into the high-end AI chip market in China. He notes retailers are currently absorbing tarif

The John Batchelor Show

John Batchelor

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🗓️ 31 October 2025

⏱️ 9 minutes

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Summary

The US-China Tariff Truce and AI's Market Trajectory Guest: Chris Riegel Chris Riegel discusses the temporary US-China tariff truce and Nvidia's potential re-entry into the high-end AI chip market in China. He notes retailers are currently absorbing tariff costs but anticipate price spikes in the first quarter of 2026, despite offsets from reduced energy costs. Riegel affirms that artificial intelligence is "real" and economically transformational, though market aspects may prove "bubbly," comparing the current technological stage to the "bottom of the first inning" of a major economic change.

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0:00.0	My place in tech changes every day, but I don't fear the future, because I'm with the leader, Pluralsight.
0:08.7	Their online learning platform has the hands-on expert-led courses I need to master new tech skills and create bigger impacts.
0:17.5	So I can learn quickly and stay ahead.
0:21.0	With Pluralsight, I don't fear what's next.
0:24.0	I embrace it.
0:25.6	Tap in at Pluralsight.com and see for yourself.
0:33.7	This is CBSI in the world.
0:35.7	I'm John Batchel.
0:36.8	The Scholar Report with CEO Chris Regal of Scala.com,
0:40.3	a global technology firm, business on all the major continents, looking at the news out of China,
0:46.1	a one-year truce between the United States and China with regard to heavy tariffs,
0:52.4	such as 100% on goods coming out of China.
0:55.6	Also, remarks about how NVIDIA will now reenter conversation with the Chinese authorities
1:02.9	about importing certain major systems, including the high-end or perhaps near-to high-end of the GPUs, the graphic
1:14.1	processing units that make AI most credible in the future. That is fresh news. So I go to Chris
1:22.8	to say, is this good news for the whole of the business that depends on chips, not just the highest
1:29.4	and the mother well and the chips that are coming behind it, but the routine chips and even
1:34.6	the one that Nvidia designed to be export quality into China. Does this reverberate through
1:42.4	the business? Good evening to you, Chris.
1:53.2	Good evening, John. China in the chip supply chain today specializes principally in many of the chips that would go into tablets and cell phones and washing machines and automobiles and others.
1:59.7	So there is a U.S. dependence on Chinese supply chain for chips that focus on the more
2:06.9	menial compute tasks.
	...

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