Trump’s AI Working Group Meets Thursday on Cyber Threats, Not Nvidia

The signal here is in the agenda-setting, not the meeting itself: a White House AI working group choosing cyber threats as its focus while explicitly leaving the Nvidia matter off the table suggests the administration is separating security policy from chip-market turbulence. For crypto and RWA markets, the practical read is that AI-related policy attention is being directed at defensive cyber posture rather than at the semiconductor supply chain that underpins much of the AI-token narrative. Whether the Nvidia question gets folded into future sessions, or stays parked outside this forum, is the open question worth tracking.