Wall Street Journal’s Asa Fitch and Dan Gallagher argue that Nvidia’s (NVDA) challenges in China are not over after President Trump agreed to loosen of restrictions on its chip sales in China. The Trump administration’s negotiations “have been nothing if not volatile” and China could use artificial intelligence processors as bargaining chips for the U.S. once its rare-earth reprieve ends in six months, the writers contend. In addition, Nvidia’s chips, which are almost wholly produced in Taiwan, could be affected by tariffs, the Journal adds.
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