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Why Jensen Huang's China Trip Could Reshape Tech's Future

Nvidia CEO Jensen Huang lands in Beijing this week with 17 days until Trump's 30% tariffs hit. The stakes? $16B in GPU orders, the future of AI supply chains, and a masterclass in corporate diplomacy. Plus: Your weekly negotiation tactic that cuts deadlocks by 24%.

Good morning and welcome to The Closer, where we turn complex deals into stories you'll actually understand.

In the next 10 minutes, you'll understand why Nvidia CEO Jensen Huang's Beijing trip this week could reshape tech M&A for the next decade.

Here's what's making waves:

  • Huang lands in China for a rare briefing while Trump's 30% tariff bomb ticks down (17 days left), creating the ultimate diplomatic high-wire act.
  • We decode what this means for the $16 billion in Chinese GPU orders hanging in the balance.
  • Plus: Tuesday's inflation data could unlock Fed rate cuts, banking titans JPMorgan and Citi reveal their loan books, TSMC earnings expose the real AI demand picture.

Plus your tactical edge: A negotiation move that cuts deadlocks by 24% — the surprising power of offering three options instead of one.

Monday Smart-Start | 14 July 2025

Numbers and talking points to look like the prepared one at 9 a.m.

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*Week-to-date moves as of Friday close. Source: Market data providers

 
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