Breaking! Trump has sent a significant signal to the crypto world: Nvidia can sell chips to China, but must pay a 25% "toll"
Trump personally announced on social media that he allows giants like Nvidia and AMD to sell AI chips to China, but for every chip sold, they must pay 25% to the U.S. government. This seems to be an issue in the semiconductor industry, but it is closely related to our crypto sector.
First, this is "money over walls." In order to collect this huge "share," the U.S. has relaxed export restrictions on high-end chips.
Second, the global computing power landscape may loosen as a result. It is important to know that AI and mining are competing for the same core resource — high-performance computing chips.
Previously, there were voices in the U.S. calling for priority in ensuring chip supply for domestic AI companies. Now that this door is open, it essentially provides a potential chip source to the global computing power market, including miners. Although the top-tier chips are still not available to China, the computing power of the H200 is already very impressive.
However, everyone should not rush to call it a bull market. There are two major hidden dangers behind this: first, costs are definitely going to rise. This 25% "tax" will ultimately be passed on to buyers, whether they are AI companies or mining farms, making chips more expensive. Second, policies can change suddenly. This is obviously an interest exchange orchestrated by the Trump administration; if they are unhappy one day or if there is a change in personnel, the policy may flip instantly.
What should retail investors do?
Don't chase related concept coins: Once the news breaks, tokens linked to AI and computing power may surge, but be careful as this could be an emotionally driven short-term market.
Keep an eye on miner prices: If you are setting up a mining farm, focus on the miner market next. If chip supply really increases, new miner prices or supply cycles may change.
The core logic remains unchanged: The value foundation of Bitcoin is decentralization and resistance to censorship. The more complex the geopolitical game, the more dispersed the global computing power distribution, which is ultimately beneficial for network security in the long run.
Retail investors need to "patiently wait for opportunities, and act decisively and steadily." Pay attention to leaders, come to the village to get daily real-time strategies + anti-scam guides!
