Trump Weighing Advanced Nvidia Chip Sales to China, Lutnick Says (www.bloomberg.com)

According to financier Andrew Lutnick, former President Donald Trump is reportedly weighing a policy shift that would allow U.S. firm Nvidia to sell advanced data‑center GPUs to China. The move would loosen export controls that have limited shipments of high‑end accelerators used for AI training and large‑scale inference. Lutnick’s comments suggest the change is under active consideration rather than finalized, and would directly affect Nvidia’s ability to ship its most capable chips to Chinese cloud providers and tech firms. If enacted, this would be a major development for the AI ecosystem: NVIDIA’s top GPUs (e.g., H100‑class accelerators) are central to training large language models and other compute‑heavy AI workloads. Greater access would accelerate model development in China, ease global GPU shortages, and likely boost Nvidia’s revenue, but it would also rekindle national‑security concerns about advanced AI compute being applied to military or dual‑use applications. Technically, the policy could determine not just which chips flow across borders but also allowable cluster sizes, memory/networking configurations, and usage monitoring—factors that materially affect how quickly and effectively state‑of‑the‑art models can be trained.