Nvidia(US:NVDA) Bloomberg Television·2025-10-29 22:30Geopolitical & Security Concerns - Concerns exist that allowing the sale of Nvidia's advanced Blackwell chips to China would compromise national security and military advantage [1][2] - The Blackwell chips are reportedly a dozen times more powerful than the H20 chips already permitted for sale to China [1] - The sale of advanced AI chips could enhance China's capabilities in cyber attacks and missile technology, posing a significant threat to the United States [2] - The industry views China as a potentially far more lethal competitor to the United States if granted access to advanced AI technology [3] Trade & Economic Strategy - The industry questions the rationale of trading long-term security advantages for short-term economic gains, such as increased sales of soybeans or access to rare earth minerals [3] - The industry suggests strengthening partnerships with allies like Australia, Canada, and Norway, who possess abundant critical minerals and rare earths, instead of selling advanced technology to potential adversaries [4] Technology & AI - Nvidia's advanced Blackwell chips could give China an advantage in training new AI models [2]