US Eases Chip Export Restrictions to Counter Huawei, Bolstering Nvidia’s Position
The White House has adopted a nuanced approach to semiconductor exports, permitting Nvidia to sell its H20 AI chips to China while restricting more advanced technology. This strategic pivot aims to undercut Huawei's growing dominance in the Chinese market while maintaining US technological supremacy.
Nvidia CEO Jensen Huang's persistent lobbying efforts appear to have paid off, with the company recently becoming the first to close with a $4 trillion market valuation. The policy shift reflects a calculated balance between economic interests and national security priorities in the escalating tech cold war.