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Hope the Blackwell can be sold in China but that’s a decision for President Trump to makeChina makes plenty of AI chips itself, and Chinese military have plenty of access to chips made in ChinaChina has blocked H20, they are saying they have plenty of chips themselves, in terms of national security that’s a sign that China doesn’t want US chipsAI is evolving to be quite useful to the extent that it is now profitableWe’re really in the beginning of a ten-year build out of a new computing platformKorea has to be the chance to be one of the world’s major AI hubsDisappointed by market share fall in China but irrespective of that, Nvidia is going to keep growingChina is a very large and important market, there’s so much AI research in China, China is simply irreplacableAs a reminder, after the meeting with Xi, Trump said that they did discuss chips and that they’re (the Chinese) going to be talking to Nvidia and others about taking chips. When asked about Blackwell specifically, he answered “we’re not talking about the Blackwell.”Moreover, US Trade Representative Greer said that the Blackwell
chips were not part of the talks with the Chinese and added that they
are unlikely to be part of future negotiations.
This article was written by Giuseppe Dellamotta at investinglive.com.
💡 DMK Insight
With SOL currently at $188.05, the geopolitical landscape surrounding chip production and trade could have significant implications for the crypto market. If tensions rise between the U.S. and China over technology exports, it could lead to increased volatility in crypto assets, particularly those tied to tech adoption and innovation. Traders should keep an eye on how these developments affect investor sentiment and market liquidity, especially in the context of SOL’s recent price movements. Moreover, if China continues to assert its dominance in AI chip production, it might impact the broader tech sector, which could ripple through to cryptocurrencies that leverage these technologies. SOL, being a smart contract platform, could see increased interest if it aligns with advancements in AI and blockchain integration. Watch for key support levels around $180, as a breach could signal a bearish trend, while resistance at $200 could indicate a bullish breakout. Keeping tabs on news related to U.S.-China relations and tech exports will be crucial for positioning in SOL and related assets.
📮 Takeaway
Monitor SOL’s price action around $180 and $200 while staying alert to geopolitical developments that could impact market sentiment.
