Blackwell GPU’s exclusion from high-level trade talks highlights deepening AI ecosystem rift between nations — China aims to build sovereign hardware and software systems without Nvidia

The newly announced China-U.S. trade ceasefire appears, at first glance, to be a long-overdue cooling-off period. For now, China will delay its sweeping new export controls on rare earth elements, while the U.S. holds off on tariff increases, which will remain at 10%.

This will come as a much-welcome reprieve for hardware manufacturers, who rely on China’s near-total grip over rare-earth processing. But make no mistake: this is a temporary pause, and in no way the end of the matter. For Nvidia, which…