Trump weighing advanced Nvidia chip sales to China, Bloomberg News reports

[Daniel Nenni]

Nov 24 (Reuters) - U.S. President Donald Trump is weighing whether to allow Nvidia to sell advanced artificial intelligence chips to China, Commerce Secretary Howard Lutnick said in an interview to Bloomberg News on Monday. The president is consulting "lots of different advisers" in deciding on the potential exports, the report quoted Lutnick as saying. The decision to authorize sales of Nvidia's H200 AI chips to China is on Trump's desk, according to the report.

Trump weighing advanced Nvidia chip sales to China, Bloomberg News reports

U.S. President Donald Trump is weighing whether to allow Nvidia to sell advanced artificial intelligence chips to China, Commerce Secretary Howard Lutnick said in an interview to Bloomberg News on Monday.

www.reuters.com

 

[Daniel Nenni]

This is such a joke. Why would China even consider this? Who is going to stand on a rug you have pulled out from under them twice? This is a political spin in process.

Our politicians make so many mistakes it is ridiculous. Here is a political slogan they should use:

"You can't change the past, you can only change the future."

Translation: Don't look at all of our past screw ups and campaign promises.

 

[benb]

I like the idea of having reciprocal rug pulls (they pull heavy rare earths, we pull H200).

Perhaps Trump is learning. Maximal sanctions on Iran leave nothing to bargain with. Maybe there was just barely anything that mattered anyway, with Iran, but clearly Chinese rare earths matter to the US so we need bargaining chips.

I would put EUV on the table as well. Selling them EUV will disrupt their indigenous efforts. Same as China is doing with rare earths--selling them to us has prevented restoration of indigenous efforts, and kicks the can down the road on the larger issue of how to manage chemicals in America (a BIG topic that could be why semiconductor technology has plateaued for decades; chemical innovation has also plateaued).

 

[Jert]

Even though NVDA is not directly selling to China, the black market, the smuggling, the stockpiling, the re-routing of computing capacities from other countries to China is rampant and everyone is just turning their cheeks pretending they don't see it. Chinese companies relying entirely on their own chips is a myth and a facade while in their labs they are running on NDVA gears covered under tarps. They get soooooo angry and start throwing fists and threatening with nuclear war every time US announced a restriction, to me, that shows their desperation.

 

[Xebec]

This is such a joke. Why would China even consider this? Who is going to stand on a rug you have pulled out from under them twice? This is a political spin in process.

Our politicians make so many mistakes it is ridiculous. Here is a political slogan they should use:

"You can't change the past, you can only change the future."

Translation: Don't look at all of our past screw ups and campaign promises.

At this stage, China may just buy them anyway (reduces effective supply of Hopper chips to their competitors) while continuing to build domestic capability. China will definitely never be a long term customer of Nvidia again in this space.

 

[Xebec]

Even though NVDA is not directly selling to China, the black market, the smuggling, the stockpiling, the re-routing of computing capacities from other countries to China is rampant and everyone is just turning their cheeks pretending they don't see it. Chinese companies relying entirely on their own chips is a myth and a facade while in their labs they are running on NDVA gears covered under tarps. They get soooooo angry and start throwing fists and threatening with nuclear war every time US announced a restriction, to me, that shows their desperation.

Short term you may be right but longer term the Chinese can and will replace Nvidia with domestic sourcing just like they have many other high technology offerings..

 

[Arthur Hanson]

Short term you may be right but longer term the Chinese can and will replace Nvidia with domestic sourcing just like they have many other high technology offerings..

This has happened throughout human history, knowledge knows no borders