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(Image credit: Getty Images) A couple of days ago, Trump told CBS News that China will not be allowed to have the most advanced chips Nvidia makes , but that they can otherwise deal with each other and sort out their own matters. Today, U.S. Secretary of the Treasury Scott Bessent corroborated that statement, proposing how "there may be a case down the road" when Beijing can eventually get their hands on Blackwell GPUs.
Speaking to CNBC , Bessent said, "If we think about the Blackwell now, they’re the crown jewel… Given the incredible innovation that goes on at Nvidia, where the Blackwell chips may be two, three, four down their chip stack in terms of efficacy, and at that point they could be sold on." This position aligns with the current landscape in the region where Hopper-based H20 GPUs are still the best Nvidia has to offer — so, when Blackwell becomes a generation or two old, it might trickle down as well.
It's important to note that this is not a concrete, official announcement that represents the White House's stance on the matter, though this thinking is what will likely drive (or influence) policy, especially considering how the Treasury head is a crucial part of the President's cabinet. Trump has already made it clear that the latest-and-greatest is reserved for America first, then other countries.
Nvidia reportedly shows China-specific B30 chips with 80% of the performance of the standard Blackwell GPU to the U.S. government
Trump may allow Nvidia to ship hobbled current-gen Blackwell AI GPUs to China
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/echoing-trumps-sentiments-americas-finance-chief-bessent-says-the-most-advanced-ai-gpus-are-restricted-to-home-soil-china-can-have-blackwell-chips-once-theyre-outdated#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.