According to @stocktalkweekly, NVIDIA and Taiwan Semiconductor Manufacturing Co. have officially produced the first 'Made in America' Blackwell AI chips at TSMC Arizona, which the author characterizes as a historic moment for the American semiconductor industry and national security, further asserting that 'TSM is now American' (Source: @stocktalkweekly, Oct 18, 2025). The post highlights tickers $TSM, $NVDA, and $AMKR in connection with this update, underscoring U.S.-based Blackwell manufacturing as the focal trading narrative in the source (Source: @stocktalkweekly, Oct 18, 2025). The source does not provide additional specifications, timelines, or crypto market implications, and no cryptocurrencies are mentioned (Source: @stocktalkweekly, Oct 18, 2025).

According to @KobeissiLetter, citing Fox, Nvidia (NVDA) is in talks with the U.S. government to sell its Blackwell AI chips to China and is reportedly willing to give the U.S. a portion of revenue from those China sales in exchange for approval (source: The Kobeissi Letter post on X; source: Fox as cited). This report comes against the backdrop of existing U.S. export controls on advanced AI chips to China that set the governing framework for any such transactions (source: U.S. Department of Commerce). No official confirmation from Nvidia or U.S. authorities was included in the post at the time referenced (source: The Kobeissi Letter post on X). Any formal approval or agreement would typically be disclosed by the company or via SEC Form 8-K if deemed material, which traders can monitor for confirmation (source: U.S. Securities and Exchange Commission, Form 8-K disclosure rules).