Overview
- President Trump said only U.S. customers will receive Nvidia’s top-tier Blackwell processors, reiterating the stance on CBS’ 60 Minutes and to reporters.
- He left open sales of less capable versions abroad, stating that China and others could deal with Nvidia but not obtain the most advanced chips.
- The administration is preparing tighter export controls on high-end semiconductors that could reshape global AI supply chains.
- Nvidia’s plan to deliver more than 260,000 Blackwell chips to South Korean companies, including Samsung and SK Group, now faces uncertainty under the clarified policy.
- The position marks a turn from July guidance that pointed to broader ally access, drawing support from congressional China hawks who oppose any advanced chip sales to Beijing.