US-China Trade Relations - Potential US-China agreement expanding beyond initial expectations of easing tensions [2] - Trade truce extension expected beyond November 10th [2] - China to resume purchases of US soybeans [2] - China to scale back/delay export curbs on critical and rare earth minerals [2] Nvidia and Semiconductor Industry - President Trump to discuss Nvidia's Blackwell chip with Chinese President Xi Jinping [3] - Nvidia has been trying to re-enter the Chinese market since 2022 [3] - Potential for a downgraded version of Blackwell processor to be sold to China [3] National Security Concerns - National security concerns raised regarding sales to China, particularly those enacted under Section 232 [4][5] - Administration's framing of national security issues to be closely watched [4]
Trump, Xi Set to Meet at 10 PM ET in South Korea
Bloomberg Televisionยท2025-10-29 14:45