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.