Nvidia CEO Jensen Huang met with President Donald Trump at the White House on Thursday, just days before his scheduled visit to China — a critical move as the company grapples with $8 billion in potential lost sales due to ongoing tech export restrictions.
The meeting underscores Nvidia’s balancing act between maintaining US government ties and securing access to the world’s largest chip market — China. While the agenda remains undisclosed, analysts expect topics to include AI chip exports, China strategy, and future US industrial policy.
Huang has previously criticized US curbs, warning they hand a strategic edge to Chinese competitors like Huawei. Despite the headwinds, Nvidia just crossed a historic US$4 trillion market cap, fuelled by its dominance in powering AI infrastructure for giants like Microsoft, Meta, Amazon, and Google.
President Trump praised Nvidia’s success, linking its surge to his trade policy:
“Nvidia is up 47% since Trump tariffs,” he said on Truth Social.
Next Stop: Beijing
Huang is set to attend the International Supply Chain Expo in Beijing and will reportedly meet top Chinese officials, including the Commerce Minister. Investors are watching closely: Will Nvidia secure room to maneuver amid tech tensions?
Investor Takeaway
$8B in quarterly sales at risk if China access remains restricted
Nvidia’s AI leadership still intact, despite geopolitical headwinds
Huang’s diplomacy could open new paths — or hit more walls
Watch Nvidia’s China engagement and export policy negotiations as key catalysts for the sto
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