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

Context

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. 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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