Monday - Friday, 10:00 - 11:00 SIN/HK | 0400 - 05:00 CET This report is from this week's CNBC's The China Connection newsletter, which brings you insights and analysis on what's driving the world's second-largest economy. You can subscribe here. Nvidia's latest warning is that Chinese rivals are going to disrupt the world . It's not just in chips. More often than not, the chatter among startups building AI tools in China is less about the domestic market and more about the global opportunity.