ischav2 schreef op 12 oktober 2025 15:45:
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Investing.com -- The U.S. could be on the verge of loosening some of its toughest technology restrictions on China, with Donald Trump and Xi Jinping expected to meet later this month on the sidelines of the APEC summit, according to Raymond James.
The talks could mark a “paradigm shift” in U.S.–China tech policy, potentially opening the door for China to gain access to Nvidia’s Blackwell chips and similar high-end processors that have been barred from export.
Beijing has reportedly offered up to $1 trillion in U.S.-bound investment in exchange for relief from current tariffs and curbs on technology and investment.
Trump, who has consolidated control over China policy in his second administration, may see such a deal as advancing his goals of boosting U.S. exports and domestic investment, the brokerage said.
Whereas “China hawks” in Congress could limit the scope of any rollback in restrictions.
The second Trump administration has merged trade and export control negotiations, increasing the likelihood that chip restrictions could be tied to broader trade concessions.
With key China hardliners no longer in senior roles, and Trump’s personal preference for direct bargaining, the brokerage said optimism over progress could build in the run-up to the APEC summit.
Raymond James also tied these talks to the Biden-era “full-stack” AI export strategy that Trump’s administration has continued, citing this week’s AMD–OpenAI deal as a key example.
The agreement underscores Washington’s push to make U.S. hardware, software, and AI infrastructure the global standard while offering companies new incentives to invest domestically.
Raymond James said the AMD–OpenAI partnership could provide a potential “off-ramp” from upcoming semiconductor tariffs for firms that invest in U.S. AI infrastructure or partner with domestic AI firms.
Such carve-outs, the firm said, could reward equity commitments as much as physical buildouts, supporting both U.S. chip capacity and its influence in global AI development.
If realized, this approach could blur the line between export control and industrial strategy, keeping U.S. AI technology at the center of global development even as China pushes for renewed access to the world’s most advanced chips.