Sources: Howard Lutnick has stalled curbs on companies suspected of diverting Nvidia chips to China; Trump approved them for the third time this year on Nov. 5
THE SO WHAT
Chip export control is now a live tug-of-war inside the U.S. executive branch, not a settled policy—Treasury, Commerce, and the White House are not fully aligned on how hard to squeeze Nvidia’s gray-channel demand. If your growth plan assumes easy access to high-end GPUs via intermediaries, treat that as political risk and diversify supply paths now.
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