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China, NVIDIA and Trump

Bloomberg on MSN · 2h

Trump’s U-Turn on Nvidia Spurs Talk of Grand Bargain With China

Only a few years ago, the Biden administration declared export controls a “new strategic asset” to help the US maintain “as large a lead as possible” over China in advanced technology. President Donald Trump is now upending that approach.

MarketWatch on MSN · 1d

Did Trump just TACO on China? Nvidia’s stock and China ADRs are flashing a signal.

Treasury Secretary Scott Bessent’s comments and news of the resumption of H20 chip sales to China have excited Wall Street.

The New York Times · 4h

How Nvidia’s Jensen Huang Persuaded Trump to Sell A.I. Chips to China

With help from a longtime Silicon Valley investor turned White House insider, Mr. Huang got the administration to reverse course on restrictions.

NVIDIA To Resume H20 AI Chip Sales To China

Reuters on MSN · 1d

Nvidia to boost H20 chip sales to China after US export restrictions ease

Nvidia will ramp up supply of Chinese-compliant H20 chips in the coming months and look to bring more advanced semiconductors to the world's second-largest technology market, Chief Executive Jensen Huang said at an event in Beijing.

Nvidia could recoup as much as $15 billion in revenue with H20 sales to China set to resume

Nvidia is set to recoup billions of dollars in revenue as the Trump administration has signaled it will grant licenses for the company to resume sales of its AI chips to China after a surprise export ban in April.

South China Morning Post on … · 35m

China’s open-source AI models ‘very advanced’, says Nvidia CEO, as H20 chip sales resume

DeepSeek’s models, Alibaba’s Qwen and Chinese start-up Moonshot’s Kimi are ‘the best open reasoning models in the world today’, says Huang.

2don MSN

Nvidia consigue permiso de EE.UU. y reanudará ventas de chips H20 en China

Nvidia Corp. planea reanudar las ventas de su chip H20 de inteligencia artificial en China, tras obtener garantías de ...

1d

Nvidia’s Win on Chips Reduces China Tensions, Raises Questions on Tech Rivalry

Nvidia said overnight that it had been given assurances that it could sell its H20 artificial-intelligence chips in China again.

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