The Trump administration will implement special security reviews for Nvidia’s H200 AI chips exported to China, with chips from Taiwan being inspected in the U.S. before reaching Chinese buyers. The U.S. will receive a 25% cut of sales to China, avoiding export tax violations. Two individuals were charged with trafficking Nvidia chips to China. Nvidia CEO and officials argue for remaining active in China to compete with Huawei. Concerns about indirect military benefits and lobbying efforts have arisen. Nvidia’s lobbying spending has significantly increased. Nvidia stock ($NVDA) is directly affected by these new requirements and China AI-chip sales. Stay tuned for updates on this developing story.

Read more at Quiver Quantitative: U.S. to Conduct Security Reviews on Nvidia’s China-Bound H200 Chips