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Trump approved Nvidia's sale of high-end chips (H200) to China, but Chinese companies (Alibaba, Tencent, etc.) obtained purchase permits while the US Trade Representative explicitly stated that export controls are not part of negotiations. Nvidia has essentially ceded the Chinese AI chip market to Huawei. This marks the substantial impact of US chip embargoes on AI computing supply chains.
The article analyzes Trump's visit to China, highlighting that the real story revolves around AI chips, semiconductors, and market access, with Nvidia's CEO present but no major chip breakthrough. It emphasizes the geopolitical nature of technology trade and China's strategy to reduce foreign dependency.
The U.S. has reportedly approved Chinese companies to buy NVIDIA chips and is poised to lift all export restrictions and trading bans, a move that could significantly impact global AI hardware supply.
Trump and Xi Jinping met. The U.S. allowed 10 Chinese companies such as Alibaba, ByteDance, Tencent, and JD.com to purchase Nvidia H200 chips. Taiwan was not mentioned. Musk, Cook, and Huang Renxun (Jensen Huang) gave positive comments on the meeting.
Jensen Huang catching up with Air Force One in Alaska has made it difficult for analysts who previously questioned his eligibility for the visit to justify their stance.