Trump’s Next Move on Nvidia Could Be a Costly Mistake - Barron's
1. New U.S. trade rules could restrict AI chip exports significantly. 2. Nvidia's H20 chip ban potentially costs the company $10 billion annually. 3. Proposed country-specific export policies raise concerns for Nvidia's market position. 4. Analysts warn of erosion in Nvidia's competitive edge due to Huawei's emerging viability. 5. Overregulation of chip exports could empower China in AI technology.