Nvidia still hasn’t sold a single H200 to China nearly three months after getting the green light from the White House
Nvidia CEO Jensen Huang ‘nearly lost his composure’ when pressed on selling chips to China — ‘You’re not talking to someone who woke up a loser’
Even though Beijing understands that its AI companies need advanced hardware, like Nvidia’s Blackwell and upcoming Vera Rubin chips, it also needs to balance this with its desire to have a domestic semiconductor industry that can compete against what the U.S. offers. This is likely the reason why Nvidia’s H200 chip is still in regulatory limbo. Nevertheless, China’s access to the latest AI chips has always been a sticking point in its trade negotiations with the U.S, Bloomberg reports. American Enterprise Institute fellow Ryan Fedasiuk also told the publication that Huang’s absence from Trump’s entourage is a “strong signal” to the CCP that Washington will not budge on its stance when it comes to these high-end AI chips.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
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Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/jensen-huang-snubbed-by-white-house-for-president-trumps-china-state-visit-nvidia-ceo-not-on-roster-which-includes-apples-tim-cook-and-elon-musk#main
- https://www.tomshardware.com/subscription
- Hermes Unlocks Self-Improving AI Agents, Powered by NVIDIA RTX PCs and DGX Spark
- Jensen Huang snubbed by White House for President Trump’s China state visit — Nvidia CEO not on roster, which includes Apple's Tim Cook and Elon Musk
- Trump says China is blocking Nvidia H200 purchases despite US approval — says country 'chose not to' sanction purchases, pushing homegrown chips instead
- Google reportedly in talks with SpaceX to launch its orbital data centers — partnership could mark a historic turning point and boost upcoming IPO
- [Daily Due Diligence] NVDA NVDA
Informational only. No financial advice. Do your own research.