US President Trump says Nvidia (NVDA) H200 chips did not come up in China talks; talked about possibly working together on AI and AI guardrails
Trump's remarks on AI collaboration with China, while avoiding discussion on Nvidia's H200 chips, suggest a nuanced approach to tech regulation and international cooperation.
Iranian Foreign Minister says "we have received messages from the US saying that they are seeking continued talks"
US President Trump says US has achieved a total military victory against Iran, Iran's missile launchers are probably 80% gone and capacity about 80-85% done
US President Trump says Nvidia (NVDA) H200 chips did not come up in China talks; talked about possibly working together on AI and AI guardrails
US President Trump says he is okay with Iran suspending nuclear programme for 20 years, but there has to be a real commitment
US President Trump says he did not discuss tariffs with China
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This may mitigate immediate tensions around US-China tech competition, impacting investor sentiment and tech stocks, particularly in semiconductors. Watch for shifts in market dynamics, particularly in equities and currencies correlated with US-China relations.
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