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U.S. Drafts 'Gatekeeper' AI‑Chip Export Plan Tying Mega Orders to U.S. Investment

Commerce says it is not imposing blanket curbs, describing a strategic framework under interagency review.

Nvidia Rules Out China Sales for Blackwell as Strong Demand Spurs TSMC Ramp

USA Rare Earth Jumps 13.9% on William Blair Outperform Rating

BIS Expands Export Controls With 50% Affiliate Rule, Issues 60‑Day Transition License

Nvidia Faces $8 Billion China Revenue Loss as Export Ban Fuels Local Chip Alternatives