Trump clears way for Nvidia to sell powerful AI chips to China

Before Monday's announcement, the US had prohibited sales of Nvidia's most advanced chips to China over national security concerns...

 https://www.theguardian.com/technology/2025/dec/08/trump-nvidia-ai-chips-china

What the S&P 500 is hiding about the economy - The Washington Post

One analysis from JPMorgan and Moody's shows capital expenditures — a measure of how much businesses are spending on physical assets like buildings, machinery or patents — is close to flat for companies not connected to AI, which economists see as a worrying sign that low-tech businesses aren't growing…

https://www.washingtonpost.com/business/2025/11/24/sp500-stock-market-tech-nvidia/

US markets struggle amid tech sell-off and economic uncertainty

Nvidia, the $4.5tn tech company, led tech stocks lower. It declined 3.6% as it continues to grapple with the fallout from the disclosure by Japanese investor SoftBank that it had sold its entire stake in the firm for $5.8bn...

https://www.theguardian.com/business/2025/nov/13/us-markets-struggle-tech

 

How China Checkmated Trump in the Trade War

https://www.youtube.com/watch?v=LtY1d_Qp56M

The State of the AI Industry is Freaking Me Out - YouTube

https://www.youtube.com/watch?v=Q0TpWitfxPk

Nvidia chips: Trump handed China a major advantage on AI | Vox

To people following the Trump administration and its seemingly unending announcements and reversals of trade restrictions, this might not sound like much of a blockbuster. So President Donald Trump wanted to ban some trade and a CEO got him to change his mind (perhaps with some help from Chinese government promises on rare earth metals). What could be more classically Trump?

 But there's more going on here than just that. Huang was effectively announcing that a massive American effort, going on for nearly three years, to deprive China of the chips needed to build advanced AI systems, is over, or at best on pause. The high-tech chip export control regime built up and expanded by the Biden administration, and enforced largely intact by Trump's team, now has a loophole in it large enough to drive a self-driving truck through…

https://www.vox.com/future-perfect/419791/trump-nvidia-h20-china-ai-chip