Trump’s Nvidia Ban Signals Global AI Tech Cold War

Today, we’re looking at Trump’s most aggressive AI stance yet: banning Nvidia’s most advanced chips from reaching China and other countries. We’re also looking at the growing tension behind Meta’s $600 billion AI gamble but with no breakout product in sight, Wall Street is starting to lose faith in the vision.

In today’s post:

• Trump draws a hard line on AI chip exports

• Zuckerberg’s AI vision is still a mystery

• AI is rewriting the junior lawyer playbook

What’s Trending Today

POLITICS

No Blackwell for China: Trump tells the world

Nvidia’s most powerful AI chips may soon be off-limits globally, except for the U.S. President Trump made it clear: the Blackwell series isn’t for sale abroad.

Here’s everything you need to know:

• Trump told CBS’s “60 Minutes” the U.S. will keep Nvidia’s most advanced AI chips for itself.

• This signals potentially stricter export controls than previously outlined by U.S. officials.

• China and possibly all foreign buyers could be barred from accessing top-tier Blackwell chips.

• Nvidia recently announced it would ship over 260,000 Blackwells to South Korea, including Samsung.

• Trump said he’s open to China receiving a scaled-down version, but not the full-powered chips.

• Critics warn that even diluted chip access could boost China’s military or AI development.

• Nvidia’s CEO says China isn’t pursuing the chips right now but that may not last.

This isn’t just about semiconductors. It’s a signal of where U.S. tech policy is headed aggressive, nationalistic, and increasingly zero-sum. The lines between trade, defense, and innovation are blurring. The only question now is: how long can Nvidia keep the balance between government pressure and global demand.

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PROFITS

Meta’s $600B AI bet is starting to crack

Meta is spending more than almost anyone on AI. But on its latest earnings call, the question wasn’t just how much, it was why, and what for.

Here’s everything you need to know:

• Meta’s latest quarter revealed a $7B rise in operating expenses and $20B in capital costs mostly tied to AI.

• CEO Mark Zuckerberg insisted the spending is necessary to “accelerate” Meta’s compute capabilities.

• But with no clear AI product driving revenue, investors weren’t convinced Meta shares dropped 12% this week.

• Despite mentions of Meta AI, Vibes, and the new Vanguard smart glasses, none felt like game-changers.

• Analysts pushed Zuckerberg on the ROI of all this spending; he promised more “novel products” soon.

• In contrast, firms like OpenAI and Nvidia have shown tangible growth and product-market fit from AI investment.

• The real problem? Meta is deep in the AI race but still hasn’t told us what it’s racing toward.

Zuckerberg has earned the benefit of the doubt before but this time is different. In AI, vision is nothing without traction. Investors don’t just want a bold thesis, they want proof it’s working. Meta has the cash to keep swinging. What it needs now is a hit.

RESEARCH

Two young lawyers show how AI can fast-track your career

At Minter Ellison, a top law firm in Australia, early-career lawyers are doing more than paperwork they’re shaping how the firm uses AI.

Here’s everything you need to know:

• Kiara Morris uses Microsoft Copilot to prep for court, simulate counterarguments, and boost confidence.

• Jett Potter built custom Copilot agents to polish legal briefs and lead internal AI training for clients.

• Their AI fluency is bringing them into partner-level meetings and giving them firm-wide visibility.

• Morris relies on Copilot’s Researcher Agent to decode technical terms in infrastructure law.

• Potter’s critique agent mimics a senior consultant’s mindset streamlining feedback before human review.

• A Microsoft survey showed 80% of early-career workers say AI skills raised their visibility at work.

• Both Morris and Potter stress that AI doesn’t replace judgment it amplifies it, if used critically.

This is what the AI revolution actually looks like not job loss, but job acceleration for those who lean in. If you’re junior and AI-literate, you’re suddenly in the room where it happens. That’s not hype it’s happening already.

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