Nvidia

Nvidia CEO Jensen Huang revealed that the trade agreement between Donald Trump and Chinese President Xi has allowed the company to maintain access to the Chinese market while simultaneously shifting production of its most advanced AI chips to the United States. Nvidia is now manufacturing its flagship Blackwell AI chip in Arizona, following a nine-month acceleration program supported by Trump’s executive directive to bring critical technologies back home.

The Trade Deal That Kept China Open
In an interview with Sunday Morning Futures, Huang explained that the agreement between Trump and Xi was essential for Nvidia to continue operating in China, even as the White House pushed for domestic production of strategic semiconductors.
“When President Trump returned to office, he wanted us to manufacture critical technologies on American soil,” Huang said. “His vision was to reindustrialize the United States and link America’s AI leadership to direct control of its supply chain.”
According to Huang, the deal prevented a total trade breakdown with China, giving the U.S. time to rebuild its own semiconductor manufacturing base.

Blackwell: The World’s Most Advanced AI Chip Built in America
Huang described artificial intelligence as “a new industrial revolution” and “the defining technology of our time.”

Trump, he said, demanded that Nvidia move production “at the speed of light.” Huang responded that the company could do it in nine months — and did.
Nvidia partnered with TSMC, Foxconn, Wistron, Amkor, and SPIL to establish a complete chip supply chain in Arizona, enabling the full-scale production of the Blackwell AI processor.
“Today, we’re producing the most advanced AI chip in the world entirely in the United States,” Huang stated. Thousands of engineers, electricians, and builders worked nonstop to meet the aggressive schedule.
Part of the output will be supplied to U.S. defense systems, while the rest will power commercial sectors such as robotics, healthcare, and scientific research.

Higher Costs, Historic Value, and an Expanding Ecosystem
Huang admitted that U.S. manufacturing remains more expensive than Taiwan’s, but efficiency gains are expected to drive costs down over time. “Early plants always bear the highest costs, but it’s a necessary investment in sovereignty and security,” he said.
Last week, Nvidia reached a record market capitalization of $5 trillion, with shares closing at $207.04. The company also announced new strategic partnerships across sectors including healthcare, energy, and public AI systems.
Key partnerships include:

🔹 Eli Lilly – AI-driven drug discovery

🔹 Palantir – enterprise AI systems

🔹 Uber – development of autonomous ride-hailing fleets

🔹 U.S. Department of Energy – construction of seven new AI supercomputers

National Security and American Jobs
Huang emphasized that relocating production to Arizona is both an economic and national security priority.

“We can’t afford to have the manufacturing of technologies critical to defense and AI scattered around the world,” he said.
According to him, this transformation will create millions of highly skilled jobs and ensure long-term supply chain stability.
“Trump’s three pillars — reindustrialization, energy growth, and AI leadership — represent a vision that could redefine America’s role in the world,” Huang concluded. “It’s an inspiring vision, and Nvidia fully supports it.”



#NVIDIA , #TRUMP , #china , #economy , #INNOVATION

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U.S. President Donald Trump has once again stirred global debate over dominance in artificial intelligence. In an interview with CBS 60 Minutes and later aboard Air Force One, he declared that the most advanced Nvidia Blackwell AI chips will remain exclusively within the United States.
“We’re not giving the most powerful chips to anyone but the United States,” Trump said.

“The Blackwell chip is not for other people.”
This statement signals a new phase of strict export control over American AI technologies, going well beyond previous measures. Trump’s policy effectively shuts out China and most other countries from accessing the world’s most powerful semiconductors.

Video : https://www.youtube.com/watch?v=wQPTUa8vxRU&t=3s

Limited Access: China Only Gets the Weaker Versions
The Blackwell chips are regarded as the backbone of next-generation artificial intelligence, powering large-scale machine learning systems, simulations, and autonomous technologies. Trump confirmed that China will not get access to the full-performance versions — and even simplified models will face tight restrictions.
“We’ll let them deal with Nvidia, but not with the most advanced one,” the president added.
This position follows the AI leadership plan Trump unveiled in July, aimed at maintaining U.S. superiority in artificial intelligence. The strategy includes not only export restrictions but also expanding AI chip manufacturing and research within the U.S., backed by tax incentives and relaxed environmental regulations.

Washington Critics: “Like Giving Iran Weapon-Grade Uranium”
The idea of allowing China access to even the weaker versions of the chips has drawn strong backlash. Republican congressman John Moolenaar, chair of the House Committee on China, compared such a move to a national security breach:
“It would be like giving Iran uranium for weapons.”
Critics warn that any level of access could accelerate China’s military AI development and strengthen its strategic capabilities.
Trump previously hinted that he might discuss the issue with Chinese President Xi, but sources confirm the topic was not raised during their last meeting in South Korea.

South Korea Secures Massive Blackwell Deal
While China remains sidelined, South Korea is becoming one of the biggest recipients of Nvidia’s Blackwell technology. Nvidia announced it will supply over 260,000 chips to major partners, including Samsung Electronics, SK Hynix, and other tech giants.
Nvidia CEO Jensen Huang personally visited Seoul, meeting with Samsung chairman Jay Y. Lee. Following his visit, the KOSPI index surged 20%, marking its strongest monthly rally since 2001.
Investors flooded into companies linked to Nvidia’s supply chain — SK Hynix shares jumped 10%, while firms like HD Hyundai Electric and robotics manufacturers also posted sharp gains.

“Blackwell for America” — A New Symbol of Tech Power
Trump’s rhetoric clearly reinforces the idea that the United States intends to protect key AI technologies as a strategic national asset.

While the Blackwell chips will remain within the U.S., allies such as South Korea and Japan are being granted access under new bilateral deals — in exchange for investments, production partnerships, and defense cooperation.
This approach positions the United States as a technological fortress, but also divides the world into two AI spheres — American and Chinese.



#TRUMP , #NVIDIA , #AI , #usa , #Geopolitics

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