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China pushed back on U.S. tech restrictions tied to Nvidia CEO Jensen Huang, saying allegations about his Chinese spy relationships should not be used to justify them. The statement from Beijing directly targets the rationale behind U.S. curbs on advanced chip exports, with Nvidia at the center of the dispute. It matters because Nvidia is the dominant supplier of AI chips, and any tightening or loosening of restrictions moves the entire semiconductor supply chain. Watch for the U.S. response and whether the spat translates into concrete changes to export controls affecting Nvidia's China sales.

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United States, China, Jensen Huang, Nvidia (NVDA)

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