Sources: Scott Bessent confronted Howard Lutnick last week over the Commerce Dept. not adding Megaspeed to the Entity List; Commerce denies the confrontation
THE SO WHAT
Disputes over adding Nvidia customers like Megaspeed to the Entity List show how granular and politicized AI chip flows have become—individual buyers can trigger cabinet-level friction. If you’re selling or buying high-end GPUs cross-border, treat compliance as a strategic function, not a checkbox, and assume counterparties’ risk profiles can change overnight.
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