According to @KobeissiLetter, the US is set to announce a ban on sales of Nvidia's scaled-down AI chips to China. According to @KobeissiLetter, the report links the potential policy shift specifically to Nvidia’s China-focused, scaled-down AI GPU variants. According to @KobeissiLetter, Nvidia CEO Jensen Huang stated that "China is going to win the AI race" yesterday. According to @KobeissiLetter, traders can treat this potential announcement as a near-term headline catalyst to monitor NVDA and AI-exposed equities, and AI-related crypto narratives for sentiment moves tied to AI chip export headlines.