According to @KobeissiLetter, The Information reports that China’s DeepSeek is set to unveil a new AI model built using Nvidia’s Blackwell chips that the report characterizes as “smuggled” into China by dismantling data-center installations abroad and shipping them domestically (source: @KobeissiLetter citing The Information). The presence of Blackwell-class GPUs in China would run counter to U.S. Department of Commerce BIS restrictions on advanced AI chips to China announced in October 2023 and updated in October 2024 (source: U.S. Department of Commerce, Bureau of Industry and Security). For trading exposure, Nvidia (NVDA) is directly implicated as the chip supplier and has disclosed in SEC filings that export controls to China are a material risk (sources: NVIDIA investor relations and SEC filings). U.S. semiconductor baskets such as SMH concentrate large-cap AI chip suppliers and are often used for directional exposure to the theme (source: VanEck SMH fund materials). In crypto, AI-linked tokens that reference compute and AI, such as RNDR and FET, are listed by major exchanges under the AI sector, making them relevant tickers for AI-chip headlines (source: Binance exchange asset categories).

According to @stocktalkweekly, Donald Trump said he informed China’s President Xi that the U.S. will allow Nvidia to ship H200 products to approved customers in China, source: @stocktalkweekly. The statement adds that 25% will be paid to the U.S. government, source: @stocktalkweekly. It further states that Intel and AMD will be offered the same opportunity, source: @stocktalkweekly. The tickers referenced in the update are NVDA, INTC, AMD, and SMH, source: @stocktalkweekly. The source does not specify cryptocurrency market impacts or timing and terms beyond these points, source: @stocktalkweekly.

According to @stocktalkweekly, Bloomberg reports the Trump team is internally discussing allowing sales of Nvidia's H200 AI chips to China, posted Nov 21, 2025, which directly relates to U.S. AI chip export policy and is a trading-relevant headline for semiconductors (source: Bloomberg via @stocktalkweekly, Nov 21, 2025). The post explicitly tagged NVDA and SMH, highlighting immediate relevance for Nvidia shares and the VanEck Semiconductor ETF in headline-driven order flow (source: @stocktalkweekly, Nov 21, 2025). The post did not mention any cryptocurrencies, indicating any crypto-market impact would be indirect via AI-policy sentiment rather than specific tokens (source: @stocktalkweekly, Nov 21, 2025).