quarta-feira, 11 de novembro de 2026
No Good Choices on Iran
No
Good Choices on Iran
As top
Trump aides clash over a strategy to end the war, the administration is
weighing escalation, narrower strikes and diplomacy.
I’m the host
of The World.
Published
Nov. 10, 2026Updated Nov. 11, 2026, 12:27 a.m. ET
https://www.nytimes.com/2026/11/10/world/iran-trump-war-hegseth-impeach.html
It didn’t
take long after last week’s midterm losses for the Trump administration to
begin publicly fighting over the war in Iran.
Divisions
are now out in the open. “The reason we lost is the war,” Vice President JD
Vance declared. Defense Secretary Pete Hegseth, in contrast, posted a defiant
video defending the war. He also had to defend himself from a now-shelved
effort — led by a Republican congressman with Democratic support — to impeach
him. (More on that below.)
We’re seeing
a formidable U.S. military buildup in the Middle East — a third aircraft
carrier is expected to arrive soon. Fighter jets, long-range bombers, warships
and 50,000 troops are all on standby.
So what does
this all mean for the war? Today, my colleagues David Sanger and Eric Schmitt
outline four potential scenarios.
Image
In
Washington last week. Credit...Doug Mills/The New York Times
No easy
choices
By David E.
Sanger and Eric Schmitt
https://www.nytimes.com/2026/11/10/world/iran-trump-war-hegseth-impeach.html
The public
split last week between Vice President JD Vance and Defense Secretary Pete
Hegseth over the war with Iran is now fueling an urgent question: How does the
U.S. get out of the conflict?
The debate
inside the administration has hardly been a secret since the war started more
than eight months ago. Vance privately expressed skepticism; Hegseth was among
the most gung-ho.
Now,
President Trump must decide where he will come down as he weighs whether to
launch a renewed attack.
On Monday,
he said that the war was “effectively over” (an assertion Iran swiftly
denounced as “fake news”). But he also said the U.S. was “locked and loaded”
should circumstances change.
At the core
of the problem, according to people engaged in the debate, is a fundamental
issue: Trump and his aides still cannot agree on what they are trying to
accomplish.
Image

The U.S.
aircraft carrier Theodore Roosevelt in Singapore on Saturday.Credit...2026
Planet Labs PBC, via Reuters
Here are some
of the U.S. options under review:
A brief,
intense escalation
The most
ambitious option that the U.S. and Israeli militaries have developed calls for
a short but intensive operation over several days. The targets would probably
include Iran’s energy infrastructure, nuclear facilities, and missile and drone
arsenals. There are no expectations that a few days of battle will collapse the
government; for that, U.S. officials are relying on continued economic
pressure.
Trump has
often spoken about targeting Pickaxe
Mountain, the American name for a deeply buried nuclear site that Iranians
call Kooh Kolang. But even the 22,000-pound bomb known as MOAB, the largest
nonnuclear weapon in the U.S. arsenal, would probably not destroy an
underground site like Pickaxe, which is composed of granite.
The campaign
would inflict more damage on Iran’s already degraded missile and drone arsenal,
and could perhaps result in concessions in limiting the country’s nuclear
program and fully reopening the Strait of Hormuz. But such an approach has not
worked before. Iran would strike back at Gulf states, almost certainly driving
up energy prices and inflation. Defending the Gulf states would strain the
Pentagon’s eroded global supply of missile interceptors.
Pared-back
strikes
A shorter,
scaled-back version of the first plan would probably take many energy targets
off the table, focusing on military and nuclear sites, officials said. The
thinking behind this approach is that Iran would be less likely to retaliate by
attacking Gulf energy infrastructure.
Trump could
claim that the U.S. had inflicted additional damage on Iran’s arsenal, declare
victory and begin the exodus from the region. A more limited offensive would
also preserve the Pentagon’s stockpile of scarce interceptors.
But
administration officials concede that a limited strike would achieve none of
the goals Trump set out at the beginning of the war, and would still leave Iran
with significant leverage over the Strait of Hormuz.

Vice
President JD Vance at a campaign rally last month. Credit...Tierney L. Cross
for The New York Times
Try
diplomacy
Before the
midterm elections, Vance reached out to Gen. Mohsen Rezaei, the secretary of
the Supreme National Security Council and a former commander in chief of the
Islamic Revolutionary Guard Corps, suggesting that American and Iranian
officials meet soon.
Initially,
the proposal seemed well received, and officials from Qatar, Pakistan, Turkey
and Saudi Arabia have all been involved in communicating with the Iranians. But
in recent days, some American negotiators have turned more pessimistic,
according to people familiar with their thinking, fearing that whatever
agreement they reach could be undercut back in Tehran by radical hard-liners.
History
shows that a diplomatic solution is the only way to have long-term limits on a
nation’s nuclear program. But many experts believe Trump would be lucky to get
limits akin to those in the Obama-era deal, which Trump withdrew from in 2018.
Muddle
along
In this
scenario, the U.S. would live with the status quo: an expensive naval blockade
that prevents Iran from exporting oil, while U.S. escorts and patrols ensure
that 11 to 18 million barrels of non-Iranian oil get through each day. This
would effectively allow Trump to avoid making a decision, in the hopes of a
longer-term resolution.
He could
also seek to negotiate a narrow deal to reopen the Strait of Hormuz, leave
sanctions in place and slowly withdraw — letting the Gulf Arabs work out a deal
with the Iranians over how the strait is managed.
But such a
deal would not address the nuclear or missile issues — much less the nature of
the Iranian leadership — that led Trump to go to war in February. And there
would be no timeline to the endgame, meaning the conflict could drag on for the
remaining years of Trump’s presidency and into that of his successor.
MORE TOP
NEWS
Image

Secretary of
Defense Pete Hegseth at the Pentagon yesterday. Credit...Evelyn
Hockstein/Reuters
A
derailed impeachment effort
Republicans
in the United States House of Representatives banded together to shelve
the effort to impeach Defense Secretary Pete Hegseth.
The House
voted to refer the charges to a committee, which would allow Republicans to
slow the process indefinitely.
The eight
articles of impeachment introduced by a Republican lawmaker, Thomas Massie,
involve the war in Iran and other operations. Democrats could still move to
impeach Hegseth next year when they assume power, but have so far not indicated
whether they will try to do so.
The Woman in the Middle of Nvidia’s Spy Scandal
The
Woman in the Middle of Nvidia’s Spy Scandal
Alice
Huang, who U.S. intelligence determined is a Chinese asset, emerged from the
high-flying world of Shanghai finance to work with tech titans and obtain
essential A.I. chips.

Jensen Huang
and Alice Huang have been photographed together on several occasions. In this
photo, posted to Weibo, they are at a Shanghai restaurant, Pujiang Huaiyan.
By Paul MozurAna SwansonTripp Mickle and Michael Forsythe
Paul Mozur
reported from Taiwan, Singapore and Malaysia. Ana Swanson reported from
Washington. Tripp Mickle reported from San Francisco and Michael Forsythe from
New York.
Nov. 10,
2026
https://www.nytimes.com/2026/11/10/technology/alice-huang-megaspeed-nvidia-jensen-huang.html
In December
2023, a Chinese executive who goes by Alice Huang met with Nvidia’s chief
executive, Jensen Huang, and a small group of colleagues at an Italian
restaurant in Singapore.
In a photo
of the previously unreported meeting, which was confirmed by The New York
Times, Ms. Huang smiled as she posed next to Mr. Huang, who was in his
trademark black leather jacket. He held a glass of red wine.
For Ms.
Huang, there was reason to celebrate. Backed by wealthy investors in Shanghai,
she had just restructured a company that would soon buy billions of dollars in
Nvidia artificial intelligence chips. The U.S. government had barred Chinese
companies from buying the advanced chips, but Ms. Huang had sidestepped this
prohibition by creating a firm, Megaspeed, through a Singaporean shell company.
Her close
relationship with Nvidia’s leader also appeared to smooth the way. Four days
after the ownership change Megaspeed was named a Nvidia cloud partner, giving
it access to the coveted components.
Their
relationship is now at the center of a global geopolitical competition between
China and the U.S. government to dominate A.I. It has also shaken and
captivated the tech industry on both sides of the Pacific, surfacing often
invisible details of the fierce technological race, like spy craft and the
human vulnerabilities of A.I. kingmakers like Mr. Huang.
The meeting
in Singapore was a sign of how Ms. Huang’s relationship with Mr. Huang goes
back further than previously known. It also speaks to the close social and
business ties that grew during years of tech collaboration between China and
the United States, and how they have persisted despite the icy geopolitical
divide of the past decade.
The Times
was the first to report Mr.
Huang’s dealings with Megaspeed and Ms. Huang last year. Last month, The
Times reported that U.S. officials had concluded she was a Chinese intelligence
asset who had developed a close relationship with the Nvidia leader, and that
President Trump had taken no action when briefed on the situation last year.
Last week, The Times reported that Ms. Huang had been recruited to spy by
China’s Ministry of State Security. On Sunday, Mr. Huang, 63, acknowledged that
he had an affair with her, and Nvidia said it was conducting an internal
investigation.
Many details
of the relationship between Mr. Huang and Ms. Huang, including when they met
and when she may have been recruited by Chinese intelligence, are not known.
But Ms. Huang’s work with Megaspeed put her in the middle of a sprawling effort
to accumulate A.I. chips across Southeast Asia and provide access to the
technology to China’s companies.
Photos from
Ms. Huang’s social media, which were verified by The Times, show that she and
Mr. Huang met across the globe over the past three years, including in
Shanghai; at Nvidia’s Silicon Valley headquarters; at a golf resort south of
San Jose, Calif., and in Taiwan.
Image

An undated
photo of Ms. Huang and Mr. Huang on a golf course that was originally posted to
her WeChat Moments.
After the
2023 meeting in Singapore, Ms. Huang, whose Chinese name is Huang Le, used her
experience and connections in the world of Shanghai finance to work her way
into tech circles. She turned Megaspeed into a destination for Nvidia
technology, working with a longtime business partner who was often introduced
as her husband.
The success
attracted the attention of authorities. By 2024, the United States had
dispatched a Commerce Department official to check on Ms. Huang’s company. She
was monitored by Taiwan’s government during her visits to the island, including
when she appeared publicly with Mr. Huang. For part of 2025, she was not
allowed to leave Singapore because of an investigation.
Behind
Megaspeed was a network of wealthy tech investors in China with links to
domestic data centers, the government and the defense industry. Between 2024
and 2026, the firm bought billions of dollars of Nvidia’s advanced A.I.
technology, bringing Ms. Huang further into Mr. Huang’s orbit.
Image

Megaspeed’s
office in Singapore.Credit...The New York Times
Details
about Ms. Huang, much of which have not been previously reported, are based on
a Times analysis of 15 years of corporate documents, as well as interviews with
more than half a dozen people and government officials familiar with her and
her business.
Ms. Huang
did not respond to a request for comment. Nvidia and Megaspeed declined to
comment. China has denied the espionage claims.
A Life in
Finance
For many
years, Ms. Huang’s life was rooted in the high-flying world of Shanghai
finance. She mingled easily with tech executives from China and the United
States alike, according to people who have met her.
In China,
Ms. Huang is closely linked to a business partner named Kang Wei. Mr. Kang, a
51-year-old fund manager, has been introduced as Ms. Huang’s husband to Chinese
investors and Megaspeed employees, according to people familiar with the
matter. The Times could not verify whether the two are married.
Mr. Kang
rose to prominence at a young age, earning a reputation as a savvy stock market
strategist in the 2000s. Chinese financial media treated him as a sort of boy
wonder. By the 2010s, he had moved into private equity, including investing in
online gaming firms.
China’s
securities regulator has fined Mr. Kang at least twice for failing to disclose
his stakes in listed companies. He has also struggled with fellow investors for
corporate control, according to regulatory filings. Mr. Kang has bragged about
Ms. Huang’s connections to Nvidia’s Mr. Huang and used those ties to raise
money for their businesses, according to one of the people.
Mr. Kang did
not respond to a request for comment.
Ms. Huang’s
career mirrored Mr. Kang’s focus on finance. According to her online résumé,
she spent four years as a television reporter before working at HSBC’s private
bank and CITIC Securities, a Chinese state-backed investment bank.
Occasionally,
she appeared with Mr. Kang. In an August 2023 photo, the two visited a
state-backed, auto-tech company in the eastern city of Nanjing.
The earliest
corporate records bearing Ms. Huang’s name trace back to a small “sports and
leisure club” company registered in 2010 inside Beihu No. 9, a private golf
club in Beijing that drew officials and featured themed saunas, steam rooms and
a buffet of foie gras, hairy crabs and Häagen-Dazs.
Over the
next few years, Ms. Huang branched out, investing in a Chinese medical
equipment maker that would list its shares in Hong Kong. She acquired her stake
through an offshore company, corporate records show.
By 2020, Ms.
Huang and Mr. Kang were known in some of Shanghai’s investment circles. They
operated an interconnected web of companies to carry out corporate takeovers
and invest in companies. That spring, their network landed a major project,
helping build and operate an A.I. computing center in Shanghai for the internet
giant Tencent.
That set the
stage for Ms. Huang’s next effort: a push abroad to acquire critical chips.
Image

A screen
grab from the Taiwanese television network CTI from May 2025 shows a woman
identified by Reuters as Ms. Huang attending a dinner with Mr. Huang at a
restaurant in Taipei, Taiwan.Credit...CTI, via Reuters
Building
Megaspeed
In late
2022, the U.S. government began instituting restrictions on the sale of
advanced A.I. chips to China. The United States feared that the components
could potentially give Beijing an economic and military edge.
To have any
hope of getting the chips, a company had to be domiciled outside China and have
no obvious ownership ties leading to the country.
In 2023, Ms.
Huang used a British Virgin Islands company to buy a Singaporean subsidiary of
an online gaming company that was linked to her Shanghai network, called 7Road.
It was renamed Megaspeed. It would become her first major venture into chips.
Later that
year, Megaspeed was transferred to a Singaporean shell company, Singapore
records show. After the transfer, Ms. Huang remained in control of Megaspeed’s
day-to-day operations, according to people familiar with the company.
By June
2024, Ms. Huang was close enough to Mr. Huang that she bragged about her access
to Mr. Huang at a tech event in Taipei. Just after midnight, she was mingling
with a crowd of tech executives when she offered to ask Mr. Huang to join them,
recalled Parker Schmitt, who attended.
Image

In June
2024, photos posted to LinkedIn showed Ms. Huang alongside Mr. Huang at a bar
in Taipei following a tech trade show. Credit...via Reuters
“She said,
‘I bet you guys I can get Jensen here,’ and then Jensen immediately showed up,”
said Mr. Schmitt, who is chief executive of NetThunder, a data software
provider. Shortly after, Mr. Huang arrived and drank a whiskey shot with the
group.
Mr. Huang
was with two other Nvidia executives and had planned to attend the party, said
a person close to the company.
Mr. Schmitt,
who stayed in touch with Ms. Huang, said her social media was littered with
photos of her and Mr. Huang, including pictures of them at a golf course and at
restaurants drinking wine. She wanted to be seen as a talented sales executive,
Mr. Schmitt said, and “photos with Jensen are a point of pride” in the tech
industry.
Business
Takes Off
That same
month, Ms. Huang’s fledgling business had a series of breakthroughs. Megaspeed
began receiving large shipments of Nvidia’s most advanced A.I. chips,
eventually securing more than $4 billion of the precious hardware.
The company
also landed a major new customer: the Chinese e-commerce giant Alibaba. Months
after its sale to the Singaporean shell company, Megaspeed had created a
Malaysian subsidiary, which then pledged its servers and intellectual property
to a subsidiary of Alibaba called Apex. Alibaba became Megaspeed’s dominant
customer, according to a person familiar with the business.
Before long,
Ms. Huang’s large A.I. chip orders began to attract attention. In late 2024,
the U.S. Commerce Department sent an official to inspect a Megaspeed data
center and confirm that the Nvidia chips delivered were on site. Some Nvidia
equipment was still packed in boxes, raising concerns that it was being shipped
in or out and was not installed at
the location.
That year,
Taiwanese authorities began to monitor Ms. Huang’s trips to the island at the
suggestion of the U.S. government, a person familiar with the matter said. She
entered Taiwan on a Hong Kong passport and made trips beyond her public
appearances with Mr. Huang.
In March
2025, Ms. Huang traveled to the United States and visited Mr. Huang at Nvidia’s
offices with other executives, according to a Times analysis of photos from the
meeting. Two months later, she was pictured dining with him and others in
Taipei, where she posed for a photo and kissed him on the cheek.
Yet trouble
was brewing in Singapore, where officials had also been looking into Megaspeed.
The Singaporean government prohibited Ms. Huang from leaving the country and
brought her in for questioning in 2025 as part of an investigation into false
declaration of imports, according to a person familiar with the investigation.
There was
insufficient evidence to suggest that Ms. Huang was complicit in the false
declarations and investigations against her were concluded, the person said.
Singaporean authorities have said they are still investigating Megaspeed.
Ms. Huang
subsequently flew to Shanghai and a new boss began giving orders to Megaspeed
employees, said a person familiar with the company.
Image

An aerial
view of a Megaspeed data center in Johor, Malaysia.Credit...Ulet Ifansasti for
The New York Times
Megaspeed
has pressed on. It is nearing completion of the first phase of a data center in
Malaysia, for which A.I. chips have been secured. In Ms. Huang’s absence,
another executive tied to her network has visited the Malaysia office to help
obtain permits and ensure work continues, a person familiar with the operation
said.
Other help
has come from China. Shanghai Shuoyao, another company in Ms. Huang’s network,
has sent large groups of Chinese engineers to work on the project, the person
said.
In Shanghai,
local officials have held up Shuoyao as a model. A July report from the Songjiang district government showcased the
company’s new A.I. server factory, where, it said, more than 100 technicians
can repair servers down to the chip level and reconfigure them.
From the
comments
Pei-Lin Wu
and Chris Buckley contributed research from Taiwan. Aric Toler and Sanjana
Varghese contributed reporting.
Paul Mozur is the
global technology correspondent for The Times, based in Taipei. Previously he
wrote about technology and politics in Asia from Hong Kong, Shanghai and Seoul.
Ana Swanson covers
trade and international economics for The Times and is based in Washington. She
has been a journalist for more than a decade.
Tripp Mickle reports
for The Times on some of the world’s biggest tech companies, including Nvidia,
Google and Apple. He also writes about tech industry trends like layoffs and
artificial intelligence.
Michael Forsythe
a reporter on the investigations team at The Times, based in New York. He has
written extensively about, and from, China.
Despite Denial, Trump Was Told on Trip to China About Spying on Nvidia Leader
Despite
Denial, Trump Was Told on Trip to China About Spying on Nvidia Leader
Before
Jensen Huang boarded Air Force One en route to Beijing, the president was
reminded of intelligence showing that he was in a relationship with a woman
believed to be a Chinese spy.

Jensen
Huang, Nvidia’s chief executive, during President Trump’s state visit to
Beijing in May. He was not included initially, but joined at the last minute at
Mr. Trump’s invitation.Credit...Kenny Holston/The New York Times
By Maggie HabermanJonathan SwanJulian E. BarnesAna Swanson and Tripp Mickle
Nov. 10,
2026
https://www.nytimes.com/2026/11/10/us/politics/trump-china-trip-nvidia.html
President
Trump was told aboard Air Force One in May en route to China that the United
States had obtained sensitive intelligence showing that Nvidia’s chief
executive was in a relationship with a woman believed to be a Chinese spy,
people with knowledge of the matter said.
The
message was delivered by Marco Rubio, his secretary of state and national
security adviser, shortly before the Nvidia leader, Jensen Huang, joined the
presidential trip to Beijing at Mr. Trump’s invitation. It marked at least the
second time in seven months that the president had been told of intelligence
about Mr. Huang’s involvement with the woman.
The
existence of the previously unreported update given to Mr. Trump contradicts
the president’s assertion on Monday that he had not known at the time of the
trip about Mr. Huang’s relationship with the woman, who U.S. officials had
concluded was working for China’s Ministry of State Security.
“No, I
didn’t hear about it then,” Mr. Trump said when asked at a news conference
whether he knew about Mr. Huang’s ties to the woman when he headed to a summit
meeting with Xi Jinping, China’s leader.
The
disclosures about the relationship have rocked the company and driven down its
stock price. They have focused new attention on the intensity of the
competition between China and the United States for supremacy in artificial
intelligence — a rivalry in which Nvidia’s advanced chips are integral to the
current American advantage. And they have put a new spotlight on Mr. Huang’s
influence with Mr. Trump and the administration on A.I. policy and issues
affecting Nvidia.
Image

Mr. Huang
deplaning from Air Force One along with Marco Rubio, the secretary of state, as
Mr. Trump arrived in Beijing in May. Credit...Kenny Holston/The New York Times
Ever
since American officials first warned him last year that a woman having an
affair with Mr. Huang was believed to be working for Chinese intelligence, Mr.
Trump has played down or dismissed the concerns. When first briefed on the
issue late last fall, Mr. Trump chose to take no action, The New York Times reported
last month.
When
pressed on Monday about whether he had received a briefing on the issue last
year, Mr. Trump, who has embraced Nvidia as key to U.S. technology
competitiveness and a driver of the stock market’s rise over the past several
years, said he would have to check.
“I’d
certainly check with the intelligence people,” he said. “They could have been
mentioned. Certainly, it didn’t make much of an impact on me.”
Mr. Trump
is scheduled to visit China again next week. He initially indicated he might
invite Mr. Huang again, but on Monday he said the Nvidia executive will not
accompany him on the trip.
But the
president continued to vigorously defend Mr. Huang, saying he had spoken to him
and asked him if he knew that the woman, known as Alice Huang, was a spy. Mr.
Huang said he did not, Mr. Trump said. The president said he did not plan to
raise the matter with Mr. Xi when he meets the Chinese leader next week.
“I just
know Jensen very well,” Mr. Trump said on Monday. “I just think he’s a very
honorable man.”
Mr.
Trump’s previous trip to China, in May, has come under new scrutiny since the
disclosures about the Nvidia leader’s relationship with Ms. Huang, who had been
an executive at a Singapore-based company called Megaspeed that purchases
advanced Nvidia chips. The United States began restricting sales of advanced
chips directly to China in late 2022, but it still allows Chinese companies to
rent that computing power at data centers in Southeast Asia, like the ones
Megaspeed operates.
In the
weeks before the trip, Mr. Rubio had overseen the drafting of a memo about Mr.
Huang, which was circulated to a small number of top administration officials.
It was not intended for Mr. Trump, according to one person with knowledge of
the matter, and it was not shown to him aboard Air Force One.

Mr. Rubio
during a state banquet in Beijing in May. When he learned that Mr. Huang would
be joining the trip, he briefed President Trump about the intelligence findings
about him, but Mr. Trump still allowed Mr. Huang to come aboard. Credit...Kenny
Holston/The New York Times
Mr.
Huang, among the most pivotal figures in A.I., was initially left off the
invitation list of business and tech leaders traveling to China in May, a fact
that generated headlines before Mr. Trump departed the United States. With
little warning, Mr. Trump invited Mr. Huang to meet up with Air Force One
during a refueling stop in Alaska. Mr. Rubio was among more than a dozen
administration officials on Air Force One for the trip.
A U.S.
government official, who spoke on the condition of anonymity because they were
not authorized to discuss the matter publicly, confirmed that when Mr. Rubio
learned that Mr. Huang would be joining the trip in Alaska, he “briefed the
president on the issue.”
Mr. Trump
was not particularly moved by what he heard from his national security adviser,
and continued with the plan to pick up Mr. Huang, the people with knowledge of
the events said.
Mr.
Huang, once aboard Air Force One, saw the president “very briefly” but
“remained in the separate part of the plane for almost all of the trip,” the
official said.
The State
Department declined to comment. Asked to comment, the White House press office
declined to do so on the record. Instead, the office emailed a statement on
background that pointed to Mr. Trump’s remarks from Monday. The email disputed
the reporting for this article, without elaborating.
After The
Times reported last month that U.S. officials had determined that Ms. Huang was
a Chinese intelligence asset and that she was in a relationship with Mr. Huang,
Nvidia executives and Mr. Huang both insisted that the relationship was a
routine engagement with a customer. On Sunday, Mr. Huang admitted to a romantic
relationship with Ms. Huang. Soon after, Nvidia announced that the company
would conduct an independent investigation.
Image

Mr. Trump
with President Xi Jinping of China outside the Temple of Heaven during the
state visit in May. Credit...Kenny Holston/The New York Times
Mr. Huang
has long favored a more expansive policy on chip sales, well before Mr. Trump
returned to the White House in 2025. His defenders have often noted that he has
publicly said the U.S. must lead China in the A.I. race. Mr. Trump has largely
sided with Mr. Huang and other technology executives and investors, amid a
growing divide about the global risks of A.I.
Earlier
this year, at an investor conference, Mr. Huang reiterated that China should
not be able to access Nvidia’s top-tier products, and that the United States
should have “the first, the most and the best.” But, he added, “Simultaneously,
all American companies should compete globally.”
It was
unclear whether the Rubio memo from last spring played a role in Mr. Huang’s
having been excluded from the initial invitation list for the subsequent China
visit.
At the
time, the president was considering opening sales to China of Nvidia’s most
advanced Blackwell chip. Mr. Huang, along with some other major tech leaders,
has supported such a move, although many of Mr. Trump’s advisers opposed it.
The administration has not approved the sale of Blackwell chips to China,
although the U.S. government ultimately permitted the sale of less advanced
H200 chips to approved purchasers.
Luke
Broadwater contributed reporting.
Maggie Haberman is a
White House correspondent for The Times, reporting on President Trump.
Jonathan Swan is a White
House reporter for The Times, covering the administration of Donald J.
Trump. Contact him securely on Signal: @jonathan.941
Julian E. Barnes covers
the U.S. intelligence agencies and international security matters for The
Times. He has written about security issues for more than two decades.
Ana Swanson covers trade and
international economics for The Times and is based in Washington. She has been
a journalist for more than a decade.
Tripp Mickle reports for The
Times on some of the world’s biggest tech companies, including Nvidia, Google
and Apple. He also writes about tech industry trends like layoffs and
artificial intelligence.













