President Donald Trump has said that only US customers should have access to Nvidia’s most advanced Blackwell chips.
His comments came days after Nvidia CEO Jensen Huang said he hoped the company would be able to sell the chips to customers in China “someday.”
In an interview with CBS, Trump said that when it comes to “the most advanced [chips], we will not let anybody have them other than the United States,” although he noted “we will let [China] deal with Nvidia but not in terms of the most advanced.”
Over the weekend he told reporters onboard a flight from Florida to Washington: “We don't give [the Blackwell] chip to other people.”
The US government has increasingly sought to restrict the supply of advanced semiconductors to China, but it’s unclear what Trump’s comments mean for other countries looking to procure large numbers of Blackwell GPUs.
Last week, Nvidia announced it would be supplying more than 250,000 GPUs to companies across South Korea, including at least 50,000 Blackwell chips to Hyundai to support the establishment of an AI Application Center and AI Technology Center.
Nvidia has also previously claimed it would be supporting more than 3,000 exaflops of compute across Europe through Blackwell deployments, and is also set to deploy Blackwell GPUs at the planned 5GW data center in the United Arab Emirates as part of OpenAI’s Stargate project.
Trump first alluded to the fact that Nvidia was looking to make its Blackwell chips available to the Chinese market in a press conference in August. His comments followed the announcement that Nvidia and AMD had agreed to pay the US government 15 percent of the revenue generated from the sale of their H20 and MI380 chips as a condition for obtaining export licenses for the semiconductors.
At the time, Trump said he expected Huang would want to negotiate export licenses for Blackwell chips, adding: “The Blackwell is super-duper advanced. I wouldn’t make a deal with that. That’s the latest and the greatest in the world. Nobody has it. They won’t have it for five years.”
He then went on to say that an agreement for exporting Blackwell chips could be possible if Nvidia “somewhat enhanced [Blackwell] in a negative way.”
A month after Trump made those comments, the Chinese government claimed that Nvidia’s H20 chips – a less sophisticated version of Nvidia’s H100 processors, designed specifically for the Chinese market – posed a national security threat, and expressed concerns about backdoor access being inserted into the semiconductor.
Speaking after the guidance against the H20 chips was released, Huang said: “Recently, China asked some questions about some security backdoors in our chips. We have made very clear and put to rest that H20 has no security backdoors. There are no such things. There never has been. And so hopefully, the response that we've given to the Chinese government will be sufficient."
He added that he was in discussions with the Chinese government regarding their concerns, and was hopeful they would be able to resolve the issue, saying he was surprised that the government raised such concerns, as they’ve long been pushing for the licenses to be approved.
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