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Trump signals he plans to speak to China's Xi about Nvidia's 'super duper' chips
NvidiaNvidia(US:NVDA) CNBC·2025-10-29 03:31

Core Insights - U.S. President Donald Trump plans to discuss Nvidia's advanced AI chips, specifically the Blackwell architecture, with Chinese President Xi Jinping during their upcoming meeting [1][2] - Nvidia's Blackwell chips, particularly the GB200 Grace Blackwell Superchip, are touted as being a decade ahead of competitors in the AI chip market [2][3] - The discussion comes amid Nvidia's challenges in accessing the Chinese market due to export controls and recent actions by Beijing to prevent imports of Nvidia's chips [3][4] Company Insights - Nvidia's Blackwell architecture represents its latest generation of AI chips, which are essential for training and running large language models [2] - The company has faced restrictions on selling its most advanced AI chips to China, although some restrictions were rolled back in July for its H20 chips [3] - Nvidia's CEO indicated that the company is currently "100% out of China" and has no market share there, highlighting the significant impact of geopolitical tensions on its business [4] Industry Insights - The AI chip market is highly competitive, with Nvidia claiming a technological lead over other companies [2][3] - The situation reflects broader trade dynamics between the U.S. and China, with Nvidia's access to the Chinese market potentially being used as leverage in negotiations [4]