Blackwell GPU’s exclusion from high-level trade talks highlights deepening AI ecosystem rift between nations — China aims to build sovereign hardware and software systems without Nvidia

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The newly announced data-analytics-id=”inline-link” href=”https://www.tomshardware.com/tech-industry/u-s-and-china-agree-on-one-year-tariff-truce-including-semiconductor-and-rare-earth-breakthroughs-the-future-of-nvidia-ai-chip-sales-to-the-nation-remains-murky” data-before-rewrite-localise=”https://www.tomshardware.com/tech-industry/u-s-and-china-agree-on-one-year-tariff-truce-including-semiconductor-and-rare-earth-breakthroughs-the-future-of-nvidia-ai-chip-sales-to-the-nation-remains-murky”> China-U.S. trade ceasefire appears, at first glance, to be a long-overdue cooling-off period. For now, China will delay its sweeping new export controls on rare earth elements, while the U.S. holds off on tariff increases, which will remain at 10%.

This will come as a much-welcome reprieve for hardware manufacturers, who rely on China’s data-analytics-id=”inline-link” href=”https://www.tomshardware.com/tech-industry/semiconductors/chinas-latest-round-of-rare-earth-export-controls-gives-the-country-dominion-over-precious-resources-regulations-have-far-reaching-implications-for-the-semiconductor-industry” data-before-rewrite-localise=”https://www.tomshardware.com/tech-industry/semiconductors/chinas-latest-round-of-rare-earth-export-controls-gives-the-country-dominion-over-precious-resources-regulations-have-far-reaching-implications-for-the-semiconductor-industry”>near-total grip over rare-earth processing. But make no mistake: this is a temporary pause, and in no way the end of the matter. For Nvidia, which…



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Blackwell GPU’s exclusion from high-level trade talks highlights deepening AI ecosystem rift between nations — China aims to build sovereign hardware and software systems without Nvidia


The newly announced data-analytics-id=”inline-link” href=”https://www.tomshardware.com/tech-industry/u-s-and-china-agree-on-one-year-tariff-truce-including-semiconductor-and-rare-earth-breakthroughs-the-future-of-nvidia-ai-chip-sales-to-the-nation-remains-murky” data-before-rewrite-localise=”https://www.tomshardware.com/tech-industry/u-s-and-china-agree-on-one-year-tariff-truce-including-semiconductor-and-rare-earth-breakthroughs-the-future-of-nvidia-ai-chip-sales-to-the-nation-remains-murky”> China-U.S. trade ceasefire appears, at first glance, to be a long-overdue cooling-off period. For now, China will delay its sweeping new export controls on rare earth elements, while the U.S. holds off on tariff increases, which will remain at 10%.

This will come as a much-welcome reprieve for hardware manufacturers, who rely on China’s data-analytics-id=”inline-link” href=”https://www.tomshardware.com/tech-industry/semiconductors/chinas-latest-round-of-rare-earth-export-controls-gives-the-country-dominion-over-precious-resources-regulations-have-far-reaching-implications-for-the-semiconductor-industry” data-before-rewrite-localise=”https://www.tomshardware.com/tech-industry/semiconductors/chinas-latest-round-of-rare-earth-export-controls-gives-the-country-dominion-over-precious-resources-regulations-have-far-reaching-implications-for-the-semiconductor-industry”>near-total grip over rare-earth processing. But make no mistake: this is a temporary pause, and in no way the end of the matter. For Nvidia, which…



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Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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