Donald Trump says Nvidia’s most advanced chips will be reserved for US companies and kept out of China
financialexpress.com/life/technology-donald-trump-says-nvidias-most-advanced-chips-will-be-reserved-for-us-companies-and-kept-out-of-china-4030016/
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Trump Limits Nvidia’s Top AI Chips to US FirmsNvidia’s advanced Blackwell chips will be reserved for US companies, with over 260,000 units planned for South Korea’s major businesses.
Key FactsNov 3, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: financialexpress.com
Summary created with AI assistance · Source: financialexpress.com
- President Donald Trump stated that Nvidia’s most sophisticated AI chips will be restricted to American companies only.
- This move enforces tighter export controls, preventing China and others from accessing the highest-end Blackwell chips.
- Nvidia intends to supply more than 260,000 Blackwell chips to large South Korean firms, including Samsung Electronics.
- Although the highest-end chips are barred from China, a downgraded version might be permitted under certain circumstances.
The most advanced, we will not let anybody have them other than the United States.— Donald Trump during an interview with CBS discussing access to Nvidia's most advanced chips.
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Trump: Nvidia's most powerful AI chip Blackwell only for the USA: US President Donald Trump wants to exclude other countries besides China from Nvidia's ...
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Trump Will Allow China To Buy Nvidia Chips But Not Its ‘Most Advanced’: Trump said Nvidia’s most advanced AI chips will not be sold to China ...
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Trump Says China, Other Countries Can't Have Nvidia's Top AI Chips: Trump said only U.S. customers should have access to the top-end Blackwell chips offered by ...
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NVIDIA’s Hopes of Reentering China Die ‘Once Again’ as President Trump Blocks Sale of Blackwell AI Chips to Beijing
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Donald Trump says Nvidia’s most advanced chips will be reserved for US companies and kept out of China
financialexpress.com/life/technology-donald-trump-says-nvidias-most-advanced-chips-will-be-reserved-for-us-companies-and-kept-out-of-china-4030016/
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Key FactsNvidia’s Affordable AI Chip Targets Chinese Market
May 26, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Nvidia will release a Blackwell-architecture AI GPU for China priced between $6,500 and $8,000, undercutting the previous H20 model.
- This GPU employs conventional GDDR7 memory and avoids using TSMC’s advanced CoWoS packaging to simplify production.
- The design sacrifices computing power to comply with U.S. export limits that restrict high-end memory bandwidth.
- Despite losing market share, Nvidia aims to remain competitive against Huawei’s chips in the Chinese AI hardware sector.
If U.S. export curbs continue, more Chinese customers will buy Huawei's chips.— Jensen Huang, CEO of Nvidia, warns about the consequences of U.S. export restrictions.
How NVIDIA Allegedly Plans To Dodge Blackwell AI Chip Export Restrictions To China
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Key FactsNvidia Plans New Chip for China Beyond Hopper Series
May 17, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Nvidia CEO Jensen Huang announced that the next chip for China after the H20 will not be from the Hopper series.
- This decision follows new U.S. export restrictions on the Hopper H20 chip, which is the only AI chip Nvidia can legally sell in China.
- Nvidia plans to release a downgraded version of the H20 chip for China to boost sales in a market where it has lost market share to local competitors like Huawei.
- Huang criticized previous AI export regulations and emphasized the importance of the Chinese market for Nvidia's growth.
It's not Hopper because it's not possible to modify Hopper anymore.— Jensen Huang, CEO of Nvidia, said this during a livestream when asked what their next chip for China after the H20 was.
Nvidia Blackwell RTX Pro with up to 96GB of VRAM — even more demand for the limited supply of GPUs
tomshardware.com/pc-components/gpus/nvidia-blackwell-rtx-pro-with-up-to-96gb-of-vram-even-more-demand-for-the-limited-supply-of-gpus
Key FactsNvidia Blackwell RTX Pro: 96GB VRAM and Rising Demand
Mar 18, 2025 · Reading time: ~30 sec.
Summary created with AI assistance · Source: tomshardware.com
Summary created with AI assistance · Source: tomshardware.com
- The availability of Nvidia Blackwell GPUs remains limited, despite efforts to improve production by May/June.
- The newly announced Blackwell RTX Pro series targets laptops, desktops, and data centers, with some models supporting up to 96GB of GDDR7 memory.
- Professional GPU configurations will feature GDDR7 chips in 'clamshell' mode, effectively doubling memory capacity.
- The rebranding of professional GPUs to RTX Pro clarifies the distinction from standard GeForce RTX models.
Raising Fair Value for Nvidia Stock After Outstanding Earnings: We’re more optimistic about forthcoming growth, shares now modestly overvalued.
morningstar.com/stocks/raising-fair-value-nvidia-after-outstanding-earnings
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Key FactsNvidia Surpasses Earnings Expectations Amid AI Surge
Nov 21, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: pressdemocrat.com
Summary created with AI assistance · Source: pressdemocrat.com
- Nvidia reported a 94% increase in third-quarter revenue to $35.08 billion, driven by strong demand for specialized AI chips.
- The company's profit rose to $19.31 billion, more than double from the previous year, while shares dipped by 1%.
- Fourth-quarter revenue is projected around $37.5 billion, as demand for the Blackwell graphics processor unit is expected to exceed supply.
- Analysts indicate that demand for Blackwell chips will surpass production capabilities as Nvidia continues to strengthen its position in the AI sector.
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