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Trump Reserves Nvidia Chips for U.S. Amid Trade Tensions

11/5/2025

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Summary

Story summary

U.S. President Donald Trump announced that Nvidia's Blackwell chips will be reserved for U.S. companies, signaling a policy shift amid unclear export restrictions.
Nvidia's CEO Jensen Huang says he is concerned about losing access to the Chinese market, which previously accounted for a large portion of revenue.
Nvidia plans to supply 260,000 chips to South Korea, but U.S. restrictions may complicate contracts and affect its leadership in artificial intelligence (AI).

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Story summary

U.S. President Donald Trump announced that Nvidia's Blackwell chips will be reserved for U.S. companies, signaling a policy shift amid unclear export restrictions.
Nvidia's CEO Jensen Huang says he is concerned about losing access to the Chinese market, which previously accounted for a large portion of revenue.
Nvidia plans to supply 260,000 chips to South Korea, but U.S. restrictions may complicate contracts and affect its leadership in artificial intelligence (AI).