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White House discussing Lutnick's future as commerce secretary, sources say

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Senior White House officials are discussing whether to remove Commerce Secretary Howard Lutnick as scrutiny intensifies over US exports of advanced Nvidia chips to China. The pressure predates Nvidia CEO Jensen Huang’s resignation on Thursday, which followed reports of his relationship with Alice Huang, a Megaspeed executive whom US authorities suspect of spying for Beijing. Megaspeed has bought more than $4.8 billion in advanced Nvidia chips since June 2024. The White House said President Donald Trump still has complete confidence in Lutnick, while lawmakers from both parties have called for answers and a congressional investigation into the Commerce Department’s export approvals.

A central grievance is that the administration has not added companies to its trade blacklist since October 2025, the longest such pause in more than a decade. Reuters previously reported that DeepSeek, Chinese chipmaker CXMT and more than 100 other firms flagged as national security risks were held back amid concern about worsening tensions with China. Democratic senators Elizabeth Warren and Chris Coons want records preserved on Nvidia exports and related security risks; Democrats Ron Wyden and Richard Neal are investigating approvals for sales to Chinese entities with alleged government, military or sanctions links. They also challenge Trump’s December 2025 authorization for Nvidia to sell H200 chips to China in exchange for a share of sales, calling it an unconstitutional export tax. Republican Senator Tom Cotton separately urged Lutnick to block CXMT from the US market and deny it American technology.

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