Updated
Updated · Reuters · Nov 12
White House Weighs Ousting Lutnick as Nvidia China Export Scrutiny Hits $4.8 Billion
Updated
Updated · Reuters · Nov 12

White House Weighs Ousting Lutnick as Nvidia China Export Scrutiny Hits $4.8 Billion

3 articles · Updated · Reuters · Nov 12

Summary

  • Senior White House officials are discussing whether to push out Commerce Secretary Howard Lutnick as criticism intensifies over oversight of Nvidia chip exports to China.
  • Lawmakers tied the pressure to fallout from former Nvidia CEO Jensen Huang's resignation and reports of his relationship with a suspected Beijing spy linked to a Singapore buyer that purchased more than $4.8 billion in Nvidia AI chips since June 2024.
  • Congressional scrutiny widened Thursday: Senators Elizabeth Warren and Chris Coons sought records on Nvidia exports, while other Democrats questioned approvals for H200 chip sales to Chinese companies with alleged government or military links.
  • The pressure also reflects Lutnick's broader export-control record: the U.S. has made no new trade blacklist additions since October 2025, its longest gap in more than a decade, even after more than 100 Chinese entities were flagged.
  • Trump's public stance remains supportive for now, with a White House official saying earlier Thursday that the president has complete confidence in Lutnick despite calls for testimony and investigation.

Insights

How did a Singaporean firm allegedly linked to intelligence operatives secure billions in restricted AI chips despite strict US export controls?
Could the unprecedented delay in expanding the US trade blacklist actually be a calculated strategy to manage international technological tensions?