Nvidia: China Included in $200B CPU Forecast
According to Reuters, “Nvidia says its forecast for $200 billion CPU market includes China”, CEO Jensen Huang said in Taipei, signalling long-term demand. CPU is the new growth PRIORITY. ([investing.com](https://www.investing.com/news/stock-market-news/nvidia-says-its-forecast-for-200-billion-cpu-market-includes-china-4708031)) [Investing.com](https://www.investing.com/news/stock-market-news/nvidia-says-its-forecast-for-200-billion-cpu-market-includes-china-4708031)
USTR: No Immediate Chip Tariffs Planned
According to Reuters, “USTR Greer sees no immediate chip tariffs but says protection important for sector”, U.S. Trade Representative Jamieson Greer told reporters at Micron’s expansion; timing of any TARIFFS will be deliberate. ([investing.com](https://www.investing.com/news/economy-news/ustr-greer-sees-no-immediate-chip-tariffs-but-says-protection-important-for-sector-4707278)) [Investing.com](https://www.investing.com/news/economy-news/ustr-greer-sees-no-immediate-chip-tariffs-but-says-protection-important-for-sector-4707278)
DeepSeek: 75% Price Cut Became Permanent
According to Reuters, “China’s DeepSeek to make permanent 75% price cut on flagship V4‑Pro AI model”, the startup said V4‑Pro will now cost a quarter of its original price, intensifying global AI pricing pressure. PRICE cuts could reshape inference economics. ([m.investing.com](https://m.investing.com/news/stock-market-news/chinas-deepseek-to-make-permanent-75-price-cut-on-flagship-v4pro-ai-model-4708051?ampMode=1)) [Investing.com](https://m.investing.com/news/stock-market-news/chinas-deepseek-to-make-permanent-75-price-cut-on-flagship-v4pro-ai-model-4708051?ampMode=1)
Stocks wobble; yields pressure markets. According to AP News, “US stocks fall further from their records after bond markets crank up the pressure” as rising bond yields and oil-driven inflation weighed on tech, dragging the S&P 500 down about 0.7% in its third straight loss and testing the AI-led rally. [AP News](https://apnews.com/article/stocks-markets-iran-trump-oil-nvidia-fde4dcd17a3c02d884a947342e8e8f5e)
Jobs steady as claims dip. According to AP News, “US jobless aid filings fell to 209,000 last week as layoffs remain low despite economic uncertainty” — initial claims declined to 209,000 for the week ending May 16, underscoring a still-tight jobs market amid inflation and geopolitical headwinds. [AP News](https://apnews.com/article/unemployment-benefits-jobless-claims-layoffs-labor-63e9a5d8122a0b012296978a09abbede)
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