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Commerce Secretary Howard Lutnick reportedly delayed President Trump’s push to tighten restrictions on Nvidia $NVDA chip exports to China, citing concerns that the move could ignite a broader trade war. The reported intervention puts a hold on a policy that would have further limited China’s access to advanced American semiconductors, a key revenue driver for Nvidia. The delay matters because Nvidia’s data-center chips sit at the center of U.S.-China tech tensions, and any new curbs could ripple through supply chains and global equity markets. Investors will watch whether the administration revives the restrictions, how Nvidia’s China exposure is affected, and whether Beijing responds with retaliatory measures.

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Nvidia (NVDA), Howard Lutnick, Donald Trump, United States, China

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