US president considers inviting Nvidia and other CEOs to China trade talks - digitimes

The US government is considering inviting CEOs from Nvidia and other American tech companies to participate in trade negotiations during President Trump's upcoming visit to China. This move underscore... Read original →

The U.S. move to include Nvidia CEOs in China trade talks reflects a tactical retreat from blanket decoupling toward calibrated containment. Technically, easing restrictions on downgraded AI chips like H20 could revitalize China’s AI server ecosystem, though TSMC’s foundry limits on advanced nodes remain binding. Compliance burdens won’t ease soon—firms must sustain dual-track supply chains, inflating operational complexity. Competitors like AMD and Intel will likely intensify lobbying for equal access, while SMIC may expand its mature-node AI accelerator footprint. Over the next 12–24 months, Washington will pivot to 'precision decoupling': permitting limited flows of low-sensitivity AI chips while tightening controls on sub-3nm equipment and EDA tools. This isn’t détente—it’s damage control to preserve U.S. firms’ revenue streams and real-world feedback loops critical for next-gen architecture development.