Trump Signals Ban on Nvidia’s Top AI Chips Abroad

U.S. president says advanced semiconductors reserved for domestic use

President Donald Trump has stated that Nvidia’s most advanced artificial intelligence chips will be restricted to U.S. companies, with China and other countries barred from access. Speaking in a taped interview on CBS’ 60 Minutes and to reporters aboard Air Force One, he emphasized that only American customers should receive the top-end Blackwell chips. His remarks suggest tighter controls than previously indicated by U.S. officials, potentially limiting global access to the most sophisticated semiconductors. The decision underscores Washington’s determination to maintain its technological edge in AI.

Restrictions on Blackwell Chips

Trump told CBS that “the most advanced, we will not let anybody have them other than the United States.” He reiterated that the Blackwell chips would not be given to other nations, echoing earlier comments made during his return from Florida. While he ruled out sales of the most advanced versions to China, he left open the possibility of allowing less capable models. This stance has fueled debate over whether scaled-down chips could still be exported without compromising national security.

The administration had previously outlined an AI blueprint in July aimed at expanding exports to allies while curbing risks from China. Nvidia announced last week that it would supply more than 260,000 Blackwell chips to South Korea, including major firms such as Samsung Electronics. The contrast between restrictions on China and sales to allies highlights the geopolitical dimension of AI technology. U.S. policymakers remain divided over how far export controls should extend.

Political Reactions and Security Concerns

Critics in Washington argue that even limited sales to China could strengthen its military and AI capabilities. Congressman John Moolenaar compared such a move to giving Iran weapons-grade uranium, underscoring the perceived risks. Trump hinted he might raise the issue with Chinese President Xi Jinping during their recent summit in South Korea but later said the topic was not discussed. The uncertainty has left industry observers questioning how far restrictions will go.

Nvidia CEO Jensen Huang noted that the company has not sought U.S. export licenses for China, citing Beijing’s current stance. He explained that China has made clear it does not want Nvidia operating there at present. Despite this, Huang stressed that access to the Chinese market is important to fund research and development in the United States. The tension illustrates the balance between commercial interests and national security priorities.

Implications for Global AI Development

The potential ban on advanced chips abroad could reshape the global AI landscape. Countries excluded from access may accelerate efforts to develop domestic alternatives, while U.S. allies benefit from continued supply. South Korea’s large order demonstrates how strategic partnerships are being reinforced through technology. Meanwhile, China’s exclusion could slow its AI progress but also push it toward greater self-reliance.