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Trump: Nvidia’s top Blackwell chips are U.S.-only
On Nov 2–3, 2025, President Donald Trump said the most advanced Nvidia Blackwell chips will be available only to U.S. customers, sharpening prior signals on export controls. More than 260,000 Blackwell units are headed to South Korea, underscoring that allies can secure volume while China may see only scaled‑down versions – if any – under future rules. 
Nvidia CEO projects $3-4T AI infrastructure spending by 2030
Nvidia CEO Jensen Huang forecasted global AI infrastructure investment will reach $3 trillion to $4 trillion by 2030 during the company's earnings call, Reuters reports. The chipmaker guided third-quarter revenue at approximately $54 billion, plus or minus 2%, exceeding Wall Street projections. 
Gold market cap tops $30 trillion, well above Bitcoin & tech
Gold's market capitalization reached $30 trillion after the metal climbed to a record $4,380 per troy ounce. That figure is an estimate of the total value of all mined gold and is roughly 14 times Bitcoin's roughly $2.1 trillion market cap and about 1.6 times the combined value of Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta and Tesla. 
Nvidia-Fujitsu pact: AI robots and industry-specific systems
Nvidia and Fujitsu agreed to deepen collaboration on artificial intelligence, aiming to build the underlying infrastructure for “the AI industrial revolution” in Japan and, potentially, beyond. The effort will power applications ranging from smart robots to industry‑specific AI agents, executives said in Tokyo. 
China orders tech giants to halt Nvidia AI chip purchases
China’s regulator has banned the country's largest technology companies from buying chips from U.S. giant Nvidia. This is another step in Beijing's strategy to support the national industry and compete with the U.S. in artificial intelligence. 