Nvidia's Trump Worries Go Far Beyond China -- Heard on the Street -- WSJ
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Nvidia Stock Slips. What the Chip Maker Needs From Meta and Microsoft Earnings. -- Barrons.com
Express News | Nvidia Shares Fall 1.7% Premarket, Advanced Micro Devices Down 0.7% After Super Micro Computer Cuts Earnings Forecast
Trump is said to want to modify the export controls on AI Chips and may use it as a "tool" for trade negotiations.
① According to sources, officials in the Trump administration are considering abandoning the "tiered licensing system" for AI Chip exports and establishing a "Global licensing system" through intergovernmental agreements; ② This modification may be related to President Trump's trade Global Strategy, aiming to use "the use of USA chips" as a strong tool in trade negotiations.
Huawei Delivers Advanced AI Chip Cluster to China Clients After Nvidia Curbs - FT
