FirstFT: China plans to limit access to Nvidia’s H200 chips despite Trump export approval
Also in today’s newsletter: Trump to kick off final round of Fed chair interviews, and BoJ governor says economy has weathered US tariffs
Also in today’s newsletter: Trump to kick off final round of Fed chair interviews, and BoJ governor says economy has weathered US tariffs

Discussions among regulators come as Beijing seeks to achieve self-sufficiency in semiconductor production

President says other chipmakers can also resume exports and ‘25% will be paid’ to the US

Also in today’s newsletter, US president deploys National Guard to Washington, and CATL suspends Chinese lithium mine

Jensen Huang personally lobbied president after he reversed course on sale of H20 chips

Also in today’s newsletter, Thai fighter jets strike Cambodia, and Trump clashes with Fed chair

Beijing’s investigation is a reminder that Trump isn’t the only leader with a habit of capricious decision making