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US-China Relations News 19 August 2025 - 14 November 2025

Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

Amazon and Microsoft Back GAIN AI Act to Curb Nvidia AI Chip Exports to China

14 November 2025 Amazon and Microsoft are quietly lining up behind a new U.S. bill that could further restrict Nvidia’s AI chip exports to China, deepening the geopolitical tug‑of‑war over advanced computing power and exposing rare fault lines inside Big Tech. According to a Wall Street Journal report cited by Reuters and other outlets, both cloud giants are supporting the Guaranteeing Access and Innovation for National Artificial Intelligence Act of 2025 — the GAIN AI Act — which would force chipmakers like Nvidia to prioritize U.S. customers before shipping cutting‑edge processors to China and other “countries of concern.” Reuters+1 Lawmakers
14 November 2025
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Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Nvidia’s Jensen Huang Warns “China Is Going to Win the AI Race” — Then Urges U.S. to “Race Ahead” (Nov. 6, 2025)

Published: November 6, 2025 Summary: Nvidia CEO Jensen Huang said China is “going to win the AI race,” citing cheaper energy and lighter regulation, before clarifying in a later statement that China is only “nanoseconds behind” and that it’s “vital that America wins” by accelerating investment and growing its developer base. His remarks come amid continued U.S. curbs on advanced Nvidia chip sales to China and Beijing’s push to replace foreign AI chips. reuters.com+2axios.com+2 Key points What Huang said — and why it matters Speaking to the FT in London, Huang’s headline remark — “China is going to win the
6 November 2025
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Trump Touts “Tremendous” Soybean Deal with China – Farmers Cautious as Details Remain Vague

Trump Touts “Tremendous” Soybean Deal with China – Farmers Cautious as Details Remain Vague

Trump-Xi Summit Delivers Promises (So Far) On Oct. 30, 2025 the highly-anticipated Trump-Xi face-to-face ended with a flurry of farm-trade promises. President Trump told reporters that President Xi “authorized China to begin the purchase of massive amounts of Soybeans, Sorghum, and other farm products.” Trump said China would start buying “tremendous” volumes immediately farmprogress.com farmprogress.com. Likewise, China’s Ministry of Commerce stated the two sides agreed to “expand agricultural trade” farmprogress.com. Importantly, neither side released binding details. No tariff cuts or purchase quantities were spelled out, leaving investors and farmers wanting clarity. As one analyst put it, “the market was looking
30 October 2025
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Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Powell’s Hawkish U-Turn and Trump–Xi ‘Mini-Deal’ Leave S&P 500 Futures on Edge

Market Analysis S&P 500 futures hovered near their recent highs on Thursday as Wall Street digested a tug-of-war between dovish Fed policy and new uncertainties. Early Oct 30 trading showed futures almost unchanged, mirroring Wednesday’s close around 6,890.59 reuters.com. Markets had rallied into Wednesday, with the Nasdaq hitting a fresh peak and the S&P near its own record, on hopes the Fed would continue cutting rates and on positive tech news. But Fed Chair Jerome Powell’s press conference after the Oct 29 meeting cooled those hopes. At the Federal Open Market Committee (FOMC) meeting Oct 29, the Fed delivered a
30 October 2025
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Nasdaq Frenzy: Tech Titans’ AI-Fueled Surge Hits Records Ahead of Fed Cut & Earnings Bonanza

Stocks in Limbo: Dow Futures Dip While Nasdaq, S&P Tick Up as Powell Cools Rally, Trump-Xi Deal Sparks Mixed Reaction

Mixed U.S. Market Open as Fed Caution Sets In U.S. stock futures opened tentatively on Oct 30, reflecting uncertainty about growth and Fed policy. By 4:23 a.m. EDT, Nasdaq-100 and S&P 500 futures were each up only a few hundredths of a percent, while Dow futures were down about 0.15% tipranks.com. Traders were coming off a choppy Oct 29 session, during which the Federal Reserve delivered a widely expected 25-basis-point rate cut (bringing the fed funds target to 3.75–4.00%). However, Fed Chair Jerome Powell warned that further easing this year was not assured. This surprised some investors who had been
30 October 2025
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USA Rare Earth’s Meteoric Rise: The Pre-Revenue Mining Stock Targeting $30+ amid China Tensions

USA Rare Earth’s Meteoric Rise: The Pre-Revenue Mining Stock Targeting $30+ amid China Tensions

1. Company Overview: USAR’s Mine-to-Magnet Strategy USA Rare Earth, Inc. (Nasdaq: USAR) is a development-stage critical minerals company aimed at creating a fully domestic rare-earth supply chain. Its flagship asset is the Round Top Mountain deposit in West Texas (via a JV with Texas Mineral Resources) ts2.tech, a polymetallic site rich in light and heavy rare-earth elements (including dysprosium and terbium). USAR announced in early 2025 that it produced its first sample of 99%-plus dysprosium oxide from Round Top ore ts2.tech, demonstrating its ability to extract high-value heavy-REEs domestically. Downstream, USAR is building a neodymium-iron-boron (NdFeB) magnet factory in Stillwater,
13 October 2025
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Rare Earth Shockwave: China’s Metal Curbs Jolt Tech Industry as Trump Threatens 100% Tariffs

Rare Earth Shockwave: China’s Metal Curbs Jolt Tech Industry as Trump Threatens 100% Tariffs

China’s Rare Earth Bombshell: What Happened? On October 9, Beijing dropped a bombshell announcement that sent tremors through the global tech and manufacturing sectors. China’s Ministry of Commerce unveiled new export controls on rare earth elements, vastly expanding an earlier round of curbs from April reuters.com reuters.com. Five additional rare-earth metals – holmium, erbium, thulium, europium, and ytterbium – were added to China’s restricted list, which already included seven key rare earths from prior controls ts2.tech reuters.com. In effect, 12 out of the 17 rare-earth elements are now subject to Chinese export licensing and quotas, covering well over half of the rare-earth periodic table ts2.tech. These
11 October 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia is developing a China-only AI chip named B30A, based on the Blackwell architecture, designed to outpace the current H20 while complying with U.S. export controls. The B30A will be a single-die design and is expected to deliver roughly half the raw computing power of Nvidia’s dual-die B300 accelerator. The B30A will include high-bandwidth memory (HBM) and NVLink interconnect, matching the H20’s interconnect capabilities. Nvidia hopes to ship sample B30A units to Chinese companies for testing as early as September. Analysts say the B30A could be 30-50% less powerful than Nvidia’s top-end hardware but still faster than the H20 in
19 August 2025
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