Controls

• Nvidia ha pubblicato risultati trimestrali stellari il 9 maggio 2026, ma i risultati sono stati offuscati dagli ongoing controlli sulle esportazioni degli Stati Uniti che limitano la vendita di chip avanzati alla Cina. • L'azienda ha accettato un accordo di condivisione dei ricavi del 15% con il governo statunitense sulle vendite in Cina per annullare i controlli, consentendo la ripresa delle esportazioni di determinati chip AI. • Questo accordo evidenzia l'escalation delle tensioni tecnologiche tra USA e Cina, influenzando la crescita di Nvidia nel suo più grande mercato estero in un contesto di restrizioni più ampie sui semiconduttori.

• The BJP and its coalition allies have expanded their territorial control to 21 of India's 28 states, representing unprecedented political consolidation and establishing the party in a more dominant national position than at any point since Narendra Modi became Prime Minister in 2014. • From the Arabian Sea to the Bay of Bengal, India's political map is now overwhelmingly controlled by the BJP, with only Jharkhand remaining as a lone opposition-governed state in major regions, reflecting near-total electoral saturation. • Political analysts describe this expansion as more than electoral success—it constitutes political saturation, raising fundamental questions about whether India is moving toward an opposition-diminished political order.

• President Trump signed an executive order last week to place tight federal controls on mail-in voting, claiming it enables widespread cheating in blue states like California. • Trump stated 'Mail-in voting means mail-in cheating' and 'Cheating on mail-in voting is legendary,' despite no evidence of fraud. • California and other states sued, arguing states have constitutional rights to administer elections; Trump insists Democrats register noncitizens, especially Latinos.

• US National Security Advisor Jake Sullivan met with Chinese Foreign Minister Wang Yi in Beijing on April 4, 2026, announcing plans for bilateral talks on trade imbalances and semiconductor export restrictions amid rising tensions. • The agreement includes a framework for reducing tariffs on $50 billion in goods and joint cybersecurity standards, with Sullivan stating, 'This is a step toward stabilizing our economic relationship without compromising security.' • The deal matters as it averts potential escalation in US-China tech rivalry, potentially boosting global markets and easing supply chain disruptions affecting US consumers.

• A paralyzed man successfully controlled a robotic arm by using a neural interface device that relays signals from his brain to a computer, enabling him to grasp, move, and drop objects through thought alone. • The breakthrough demonstrates the practical application of brain-computer interface technology, allowing the patient to perform complex motor tasks that were previously impossible due to paralysis. • This advancement represents a significant milestone in neurotechnology and rehabilitation, offering hope for individuals with paralysis by restoring functional control of external robotic limbs through neural signals.

The US announced partial rollback of AI semiconductor export restrictions on March 13, 2026, targeting key technologies amid global competition. This move is poised to boost domestic chipmakers ahead of Nvidia's GTC event next week. Nvidia, HBM, and related AI plays face heightened focus with potential upside. Policy shift aims to balance national security and industry growth.