Overview
- Aboard Air Force One, President Trump said he and President Xi discussed Nvidia’s access to China broadly but “we’re not talking about the Blackwell,” leaving any export authorization undecided.
- An Institute for Progress analysis forecasts a 30x U.S. compute lead if no advanced chips are exported, with scenarios where B30A sales help China surpass U.S. AI capacity in 2026.
- The study describes the B30A as over 12 times more powerful than Nvidia’s H20 and exceeding current U.S. performance thresholds by more than 18 times, with price‑performance near parity to top chips.
- Experts argue allowing B30A shipments would effectively end the current AI chip export‑control regime, noting China could buy more units of the downgraded part to achieve similar results.
- Nvidia declined to comment, after Trump’s earlier suggestion of potential discussions helped propel the company to a US$5 trillion market value on Oct. 29.