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CNBC’s Kristina Partsinevelos reports:Trump told Xi chip sales are “between you and Nvidia.” Huang must clear antitrust, backdoor H20 risks, and energy failures. By then, a source says B30A launching mid-2026 is 50% performance and a generation behind Rubin. Beijing stalling lets developers migrate to Huawei.I think there is some worry in US circles that if Nvidia doesn’t provide chips to China, then they could develop their own and export to the rest of the world at much lower costs; and then it would be China that has the leverage elsewhere instead of the US.Then again, I don’t think that genie is going back in the bottle anyway. Like rare earths, once you threaten supply, it’s incumbent that new supply chains are developed.
This article was written by Adam Button at investinglive.com.
💡 DMK Insight
Trump’s comments on chip sales signal a potential shift in the tech landscape, and here’s why that matters: The ongoing tension between the U.S. and China over semiconductor technology is heating up, especially with Nvidia at the center of it. If Huang’s Nvidia faces antitrust scrutiny and energy issues, it could impact supply chains and pricing across the tech sector. Traders should keep an eye on how these geopolitical tensions affect related stocks, particularly in the semiconductor space. If developers start migrating to Huawei due to delays with Nvidia, we could see a shift in market share that might ripple through the entire tech ecosystem. Watch for key technical levels in Nvidia’s stock; a break below recent support could trigger further selling. Additionally, monitor the broader market sentiment towards tech stocks, especially as we approach mid-2026 when the B30A is expected to launch. This could be a pivotal moment for Nvidia and its competitors, so staying alert to news and developments in this area is crucial.
📮 Takeaway
Keep an eye on Nvidia’s support levels and watch for potential shifts in market share as developers consider alternatives like Huawei.
