白宫：英伟达不能卖

Core Viewpoint - The Trump administration is currently not considering allowing Nvidia to sell its most advanced AI chips, specifically the Blackwell chips, to China, citing national security concerns [1][3][5]. Group 1: Government Stance - White House spokesperson Carolyn Levitt stated that there is no interest in selling advanced chips like Blackwell to China [1]. - Trump's comments align with a broader strategy to keep advanced technology within the U.S. and prevent its flow to geopolitical rivals like China [1][3]. - Senior officials, including Secretary of State Marco Rubio, advised Trump against approving the sale, emphasizing the potential threat to national security [3]. Group 2: Nvidia's Position - Nvidia CEO Jensen Huang has been actively lobbying for the opportunity to maintain access to the Chinese market, emphasizing the importance of China in the global AI landscape [3][5]. - The potential sales of Blackwell chips to China could reach hundreds of billions, significantly benefiting Nvidia by attracting Chinese AI companies [3][6]. - Nvidia is waiting for government approval to launch a lower-performance version of the Blackwell chip in China, which is still under consideration [4][6]. Group 3: Market Implications - Trump's recent statements indicate a shift in his position, as he previously suggested he might allow the export of lower-performance Blackwell chips [5][6]. - The Blackwell series is Nvidia's most powerful AI chip, with performance metrics significantly surpassing previous generations, which could enhance AI capabilities in various sectors [6]. - Despite the potential for sales, the feasibility of Blackwell chips being sold in China remains uncertain due to previous export restrictions and market dynamics [7].