According to @DowdEdward via CNBC, Nvidia has publicly accused Anthropic of making misleading statements regarding the impact of AI chip restrictions, highlighting growing fractures within the AI sector. This dispute increases uncertainty for traders watching GPU supply chains, as regulatory and competitive tensions could influence the pricing and volatility of AI-related cryptocurrencies and GPU tokens. Verified by CNBC on May 1, 2025, this development signals heightened risk and potential trading opportunities in sectors linked to AI infrastructure.

According to The Kobeissi Letter, Nvidia ($NVDA) announced 13 days ago that the US government imposed restrictions on the sale of its H20 AI chips to China. In response, Huawei is preparing to test its new Ascend 910D AI chip, intended as a direct replacement for the H20. This rapid shift in the AI hardware supply chain could significantly influence AI-driven cryptocurrency trading strategies and market sentiment in both the US and Chinese tech sectors, as reported by The Kobeissi Letter (April 28, 2025). Traders should monitor related chipmaker stocks and AI infrastructure tokens for volatility and potential opportunities.