https://thethreshold.media/blog/nvidia-inference-off-ramp-china-openai-apple-2026 The Threshold en 2026-08-29T00:00:00.000Z Nvidia posted $96 billion. China is already serving without CUDA AI, Nvidia, Inference, China, OpenAI, Zhipu, GLM, Huawei, Jalapeño, Hugging Face, Apple silicon, Semiconductors, Nvidia China H200 ban, GLM-5.3-Flash Chinese chips, Zhipu domestic AI chips, OpenAI Jalapeño chip, Nvidia Hugging Face acquisition, Nvidia inference competition 2026, Apple M5 Ultra local LLM, Nvidia Q2 FY2027 earnings, Huawei Ascend vs Nvidia, CUDA moat