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No company is not cashed in a ladder EU boom NvidiaWhose plugs and program helps power Used by AI Microsoft, Google, MetaOpenai and Tesla. Thus, the President is not as surprising as Trump Tariffs move to apply On the semiconductors, after a pre-release, NVIDIA CEO wants to reach an agreement to reduce the impact of potential tariffs at Jensen Huang.
However, the efforts so far stressed the mixed AI policy messages from the Trump management. For example, after Huang joined Last week, a $ 1 million dinner in Mar-A-Lago, the White House, probably plans to limit the export of the Society’s H20 plugs and to restrict sales in China. The stone surprised many in the chip industry, which is waiting for more hard controls instead of the Kozamaz leadership, but on Tuesday afternoon News changed again: NVidia gossip This will be approximately $ 5.5 billion in about $ 5.5 billion, to export to China and other destinations, and $ 5.5 billion will be closed to 5% of the exchanges.
Nvidia has developed a modified version of H20-ACHIPlied in accordance with the export control presented during the Biden administration. However, the next success of China’s DeepSeek and other high-quality AI models, allowed to add H20 to add H20 to the list of Chips Nvidia.
To add mixed messaging to make Michael Kratsios The notes of the first public As the Senate approved by the Senate, the White House was the Bible and Scientific Policy Director, the need to curb China’s AI ambitions. Of course, the H20 chip stopped plans to limit their plans to limit their plans to restrict his plans.
In Austin, the opening of the opening of the endless borders, Tech and politics, Katsios said that the United States did not stop helping the Chinese race. “Know the rules of harsh and simple export control and known customer regulations that the first attitude towards imposing them with America is the center to continue our porcelain costs,” he said. “We want peace between our countries, and this peace is the bleeding technology depends on the opponent’s hand.”
HUG’s original face of HUG, Huang’s AI information centers promised to invest in new US investments or NVIDIA $ 500 billion declared yesterday. The company said that NVIDIA Blackwell plants in the Arizona and AI supercomputers in Texas have commissioned more than a million square meters to try and test.
However, if the Trump is looking for information centers to quickly improve as fins in the Texas Desert, it can be disappointed. The Republican Texas Statehouse is preparing to adopt the legislation that applies to regulatory barriers in many data centers, to protect the energy network from new energy-ac construction. Legislation, in addition to the existing six-18 month assessment period, the new information center will provide new rules, including the six-month inspection process.
Patrick Moorhead, Moor Insights & Strategy founder, explained Fortune There are currently a “lack of clarity” in the US policy of AI. “Management sends mixed signals depending on the day or time,” he said. “Is this chaos the theory of negotiations? I do not know that this is a leadership that does not actually have a consistent AI policy?
Moorhead suspects all of the above.
Huang is a very elegant dance to get what you want. The existing trade war environment and the supply chain of the supply provided to be friends with both Chinese and the United States.
This story was first displayed Fortune.com
