By Ananya Gairola
Publication Date: 2026-05-05 19:31:00
On Sunday, Futurum Group CEO Daniel Newman endorsed investor Gavin Baker’s argument that allowing Nvidia Corp. to sell older-generation AI chips to China could serve U.S. national security interests.
Analysts Push Controlled Nvidia GPU Exports To China
Baker argued on X that allowing China to purchase less advanced U.S. chips could reduce the likelihood that Beijing would develop more sophisticated domestic alternatives that might eventually surpass American technology.
“The argument for selling deprecated GPUs to China: Selling them less advanced GPUs than we have in America decreases the odds that they develop more advanced GPUs than America,” Baker wrote, calling the strategy “Pro national-security.”
The argument for selling deprecated GPUs to China:
Selling them less advanced GPUs than we have in America decreases the odds that they develop more advanced GPUs than America that go down a different, more power intensive tech tree.
Pro national-security.
— Gavin Baker (@GavinSBaker) May 3, 2026
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Newman amplified the post, writing, “Hear ye, hear ye. A very reasonable approach to how we should handle Nvidia and other advanced AI chips being sold to China.”
Hear ye, hear ye. A very reasonable approach to how we should handle $NVDA and other advanced AI chips being sold to China.
And what I’ve been touting all along. https://t.co/5U1b48phHy
— Daniel Newman (@danielnewmanUV) May 3, 2026
