Bessent says China shouldn’t get chips more advanced than Nvidia’s H100
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US Treasury Secretary Scott Bessent said China should not receive semiconductors more advanced than Nvidia's H100, drawing a firm line in Washington's chip export policy. The stance sharpens the tension between national security restrictions and commercial interests, with enforcement challenges complicating efforts to control which advanced processors reach Chinese buyers. Nvidia's H100 sits at the center of the debate as the benchmark for allowable performance, though the article did not specify new price, volume, or market-cap figures. The policy matters because export limits shape demand for AI hardware and, by extension, the data-center buildout that underpins crypto mining and AI-token narratives. Watch for how enforcement is carried out and whether the H100 threshold is formalized into explicit export rules.
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China, Bessent, Nvidia (NVDA), H100
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