Trump to discuss whether to allow Nvidia H200 sales to China... preparing for high-level talks
Summary
- U.S. President Trump is expected to discuss whether to allow the sale of the Nvidia H200 chip to China in high-level talks with China.
- The H200 chip is currently subject to export controls to China, and whether the regulations are eased is assessed to have a major impact on the global AI supply chain and the two countries' technological competition.
- If technological tensions ease, a rebound in semiconductor and AI-related stocks, improved risk asset sentiment, and reduced supply chain uncertainty are expected to have a large impact on global financial markets.
On the 4th (local time), according to a Financial Times (FT) report cited by Kobayashi Letter, U.S. President Donald Trump is preparing for high-level talks with China, and whether to allow the sale of Nvidia's H200 artificial intelligence (AI) chip to China is expected to be a key agenda item.
The H200 is a next-generation accelerator chip essential for developing advanced AI models and high-performance computing (HPC), and it is currently included in U.S. export controls to China. Whether this regulation will be eased is regarded as a matter that could have a significant impact not only on the global AI supply chain but also on the technological competition between the two countries.
If technological tensions between the two countries ease, it is expected to have a considerable impact on global financial markets, such as a rebound in semiconductor and AI-related stocks, improved risk asset sentiment, and reduced supply chain uncertainty.
Suehyeon Lee
shlee@bloomingbit.ioI'm reporter Suehyeon Lee, your Web3 Moderator.![[Market] Bitcoin falls below $82,000...$320 million liquidated over the past hour](https://media.bloomingbit.io/PROD/news/93660260-0bc7-402a-bf2a-b4a42b9388aa.webp?w=250)
