Trump’s Nvidia deal lays bare the contradictions in America’s AI policy
No company has been dispensed to the Tructured IQ TV just like NVIDIA, whose chips and programs help operate artificial intelligence by Microsoft, Google, Meta, Openai and Tesla. So it is not surprising that president Trump moves to impose a tariff on semiconductors – after he initially carved an exemption – Sinsen Huang, CEO of Nafidia, is looking to connect a deal to reduce the effect of a potential tariff on his company.
But his efforts have so far highlighted mixed mixed intelligence policy messages coming from the Trump administration. For example, after Huang attended a $ 1 million dinner in Mar-A-Laggo last week, the White House is supposed to temporarily stop to restrict the export of the company’s H20 chips, allowing its continuous sale in China. This step surprised many in the chips industry who expected the Trump administration to impose more compact controls instead, but by noon on Tuesday, the news turned again: NVIDIA said it would take a quarterly fee of about $ 5.5 billion on the export of H20 chips to China and other destinations, which leads to 5 % sliding in the extended trade.
NVIDIA H20 designed a modified version of its high-end chips-to comply with the export controls that were presented during the Biden administration. But the subsequent success of Deepseek in China and other high -cost models of low -cost has led to the Trump administration to consider adding H20 to the list of chips that cannot be sold there.
To add to the confused correspondence, Michael Kratsosius – made his first public notes on Monday since he was confirmed by the Senate as Director of the White House of Technology and Science Policy – the need to curb China’s ambitions in artificial intelligence. This, of course, stood in a flagrant contradiction with the same White House, who abandoned its plans to restrict the export of the H20 chip.
In the endless technology and policy in Austin, Katsius said that the United States should stop helping China in the AI race. He said: “Simple export controls and the rules of knowledge customers, with America’s unrecognized position on its enforcement, are essential to prevent China from continuing to build at our expense.” “We want peace between our countries, and this peace depends on keeping the purity of the edge of bleeding in America from the hands of our competitor.”
According to what was reported, the original face came on H20 after Huang promised the new American investments in artificial intelligence data centers at $ 500 billion, which NVIDIA announced yesterday. The company said it cost more than a million square feet of manufacturing space to build and test Nvidia Blackweell chips in Arizona and Ai Supermpters in Texas.
But if Trump is looking for data centers to rise quickly like Phoenix in the Texas Desert, he may be disappointed. Republican -controlled Texas is preparing to issue legislation that imposes organized obstacles on the same data centers, with the aim of protecting the energy network from the new energy -thirsty construction. The legislation will present new rules, including a six -month review process for the new approvals of the data center, in addition to an evaluation period from six to 18 months.
Patrick Moraid, Founder of Moor Insights & Strategy luck There is currently “a lot of clarity” in the artificial intelligence policy. “The administration sends mixed signals, depending on today or day,” he said. “Is this the theory of chaos in negotiation? [and] Get the same page? “
Mohid is suspected of being above.
For Hanging, it’s a very sensitive dance to get what he wants. This includes to be a friend of China and the United States, which, due to the current commercial environment for the trade war and the supply chain problems you created, is not easy.
This story was originally shown on Fortune.com
2025-04-15 18:42:00
