After U.S. regulations barred Nvidia from selling its most advanced semiconductors in China, engineers at Nvidia quickly pivoted to making lower-powered chips to comply with the rules. But the Chinese cloud companies that are some of Nvidia’s biggest customers globally don’t want the downgraded chips. WSJ reporter Asa Fitch joins host Alex Ossola to talk about how the restrictions could affect Nvidia and the U.S. chip industry’s ability to compete in China. Learn more about your ad choices. Visit megaphone.fm/adchoices