US Chipmakers Get Boost After Trump Relaxes AI Chip Export Restrictions to China.
Stock prices for top US chipmakers surged in premarket trading on Tuesday, just hours after President Donald Trump announced that the US will allow advanced AI chips to be exported to China and other countries, including a 25% cut of the sales for the US government.
In the wake of the announcement, Nvidia's shares rose by 1.56% to $188.47, following Monday's gain of 1.73%. AMD's stock price also jumped 1.17%, while Intel saw a modest increase of 0.5%.
The relaxed export restrictions apply to AI chips made by top American companies such as NVIDIA and AMD, with the move expected to benefit these chipmakers significantly. According to President Trump's statement on his Truth Social platform, China's President Xi Jinping has responded positively to the announcement.
However, it is not clear what specific conditions will be imposed on US chip exports to China under this new arrangement, with the Department of Commerce working to finalize details. The move marks a significant shift in trade policy, and its implications for the global tech industry are likely to be closely watched by investors and policymakers alike.
Stock prices for top US chipmakers surged in premarket trading on Tuesday, just hours after President Donald Trump announced that the US will allow advanced AI chips to be exported to China and other countries, including a 25% cut of the sales for the US government.
In the wake of the announcement, Nvidia's shares rose by 1.56% to $188.47, following Monday's gain of 1.73%. AMD's stock price also jumped 1.17%, while Intel saw a modest increase of 0.5%.
The relaxed export restrictions apply to AI chips made by top American companies such as NVIDIA and AMD, with the move expected to benefit these chipmakers significantly. According to President Trump's statement on his Truth Social platform, China's President Xi Jinping has responded positively to the announcement.
However, it is not clear what specific conditions will be imposed on US chip exports to China under this new arrangement, with the Department of Commerce working to finalize details. The move marks a significant shift in trade policy, and its implications for the global tech industry are likely to be closely watched by investors and policymakers alike.
, but at the same time, it makes total sense that US chipmakers would get a boost from relaxed export restrictions 
. china's been super interested in developing its own tech sector, so by giving them access to more advanced AI chips, us companies are basically creating new customers and opening doors for potential future collaborations 
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. it'll be interesting to see how this new arrangement plays out in the long run, but for now, i guess we can just say that US chipmakers are feeling pretty optimistic about their chances of making some extra cash 
i mean china has been trying to steal our tech secrets for years so why would we just let them have it all now? 
and what about the national security implications? like, whats going on in that lab that we're selling them access to 
anyway, i guess its good for nvidia and amd's pockets but i'm not buying it 
also, what about the 25% cut for the us government - is that gonna be used to fund some new projects or is it just another way for them to get rich off chip exports? 
and suddenly US chipmakers like Nvidia and AMD get a huge boost. It's not exactly a surprise that China would be interested in getting their hands on advanced tech - they've been trying to catch up with the West for years. 
I'm curious to see what kind of conditions will be put on these exports, though. Will it be more about giving China a leg up or actually fostering some kind of cooperation? 
Either way, this move is definitely going to have ripple effects across the global tech industry. It'll be interesting to watch how investors and policymakers react to it. 
. and yeah, it's a bit weird that this announcement is happening just days after Trump mentioned AI on Truth Social 
- seems like he wants to stir up some buzz without actually doing anything concrete about it... but hey, at least China is taking notice, so maybe this isn't all bad news for the US chip industry? 
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Like, what did he say exactly? Was it "oh great, finally some more American tech to play with"? 
Wouldn't that be something.
And what about the US government getting a 25% cut of those sales? That's just a nice little bonus for the fat cats, if you ask me. 
