特朗普放狠话：英伟达(NVDA.US)Blackwell芯片 恕不对外供应！

Core Viewpoint - The U.S. government, led by President Trump, is unlikely to allow the export of Nvidia's new AI chip, Blackwell, to other countries, particularly China, despite previous indications of potential approval for a reduced-performance version [1] Group 1: Nvidia's Market Position - Nvidia is currently the highest-valued company globally and holds a dominant position in the AI chip market [1] - The newly launched Blackwell chip is claimed to be ten years ahead of all other chips in the market [1] Group 2: Export Regulations and Government Stance - President Trump indicated that the Blackwell chip will not be made available to other countries, emphasizing a protective stance on this critical technology [1] - There has been ongoing speculation since August regarding whether Trump would permit Nvidia to export a specific version of the Blackwell chip to China, but recent statements suggest a reluctance to allow widespread overseas distribution [1] Group 3: Nvidia's Business Developments - Nvidia has not applied for U.S. export licenses for the Chinese market, as stated by CEO Jensen Huang [1] - The company announced plans to supply over 260,000 Blackwell AI chips to several major South Korean companies, including Samsung Electronics [1]