Trump Administration Ponders Allowing Nvidia To Trade H200 AI Chips With China

Trump Administration Ponders Allowing Nvidia To Trade H200 AI Chips With China

President Donald Trump’s administration is reportedly contemplating the possibility of permitting Nvidia Corp. (NASDAQ:NVDA) to trade its H200 artificial intelligence chips with China. What Happened: According to a report, the Trump administration’s internal discussions indicate a significant deviation from its previous stance on semiconductor export controls. However, this potential move remains a subject of debate, with no final decision…

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Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals

Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals

Nvidia CEO Jensen Huang told employees this week that the company has been pushed into a no-win situation by mounting fears of an AI bubble, even as it continues to post blockbuster results, according to audio of an internal all-hands meeting reviewed by Business Insider. “The market did not appreciate our incredible quarter,” Huang said…

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The Economic Times

US mulls letting Nvidia sell H200 chips to China

The Trump administration is considering greenlighting sales of Nvidia‘s H200 artificial intelligence chips to China, people familiar with the matter said, as a bilateral detente boosts prospects for exports of advanced US technology to China. The Commerce Department, which oversees US export controls, is reviewing a change to its policy of barring sales of such…

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The stock market’s ‘fear gauge’ spiked to its highest level since Trump’s ‘Liberation Day’ tariffs caused a global selloff

The stock market’s ‘fear gauge’ spiked to its highest level since Trump’s ‘Liberation Day’ tariffs caused a global selloff

The markets are volatile—and Wall Street’s most reliable barometer of panic has surged to levels not seen since April, when President Donald Trump’s sweeping “Liberation Day” tariffs triggered a global market meltdown. The Cboe Volatility Index, known as the VIX, peaked at 27.8 on Thursday and closed the day around 26.3—its highest point since the…

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Mag 7 Earnings Outlook Improves: A Closer Look

Nvidia’s NVDA beat-and-raise quarterly results have eased the market’s AI-centric worries for now, but the issue is unlikely to go away completely. The chipmaker has been a big beneficiary of the ongoing AI-focused spending surge, as it is Nvidia’s graphics processing units that are running the datacenters. The stock has lost ground as the aforementioned…

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