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(Image credit: Getty / Woohae Cho) Jensen Huang is in Taiwan for TSMC's sports day event right now. Before attending, he spoke to local media, giving insight on various ongoing developments surrounding Nvidia and its relationship with AI constituents — including the prospect of selling Blackwell chips to China. President Trump and U.S. Treasury Secretary have already made it clear that Blackwell is reserved for America first , and Huang has just echoed those sentiments by clarifying that "there are no active discussions" surrounding this matter.
4/5 Jensen on Nvidia China sales: “There are no active discussions. Currently, we’re not planning to ship anything to China. It’s up to China, when they would like Nvidia products to go back to serve the Chinese market.” November 7, 2025
A few days ago, while speaking to CBS, Trump said the most advanced AI GPUs will not be sold to China . Following that, America's finance chief Scott Bessent hinted at a potential strategy, highlighting that China can have Blackwell chips after they're outdated by a year or two . Jensen's latest comments don't reveal anything new, but they corroborate the existing stance permeating Washington.
Nvidia reportedly shows China-specific B30 chips with 80% of the performance of the standard Blackwell GPU to the U.S. government
Nvidia responds to claim China is urging local companies to avoid Nvidia H20
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/jensen-huang-confirms-there-are-no-plans-to-ship-blackwell-gpus-to-china-right-now-chipmaker-at-beijings-mercy-nvidia-ceo-says-shipments-havent-been-approved-by-chinese-authorities#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.