Nvidia(US:NVDA) 是说芯语·2025-11-03 07:16Core Viewpoint - The article discusses the potential restrictions imposed by the Trump administration on the export of advanced AI chips, specifically the Blackwell chips from Nvidia, to countries outside the United States, particularly China [1][3][5]. Group 1: Export Restrictions - Trump stated that only U.S. companies will have access to Nvidia's advanced Blackwell chips, indicating a stricter stance than previously suggested by U.S. officials [1][3]. - The administration's comments suggest that China and other countries may be entirely barred from obtaining the most advanced semiconductors [5]. - Trump emphasized that while the most advanced Blackwell chips will not be sold to China, there may still be opportunities for lower-tier versions to be available [5][6]. Group 2: Nvidia's Position - Nvidia has not applied for U.S. export licenses for the Chinese market, indicating a cautious approach amid the evolving regulatory landscape [6]. - Recently, Nvidia announced plans to supply over 260,000 Blackwell AI chips to South Korea and major companies like Samsung Electronics, highlighting a focus on allied nations [5].