Here's what to know about Jensen Huang's meetings in China
Speakers
Kristina Partsinevelos
— Markets Reporter, CNBC
Summary
Kristina Partsinevelos reports that NVIDIA's H200 chip sales to China have stalled despite previous approvals, and CEO Jensen Huang is in China to persuade Beijing to follow through. The report highlights the tension between U.S. export controls and China's desire to develop its own chips, with potential leverage from U.S. wafer fab equipment.
- NVIDIA CEO Jensen Huang is in China alongside President Trump.
- Chinese companies approved to buy H200 chips have not taken delivery.
- Orders stalled due to Chinese side reluctance to purchase.
- Huang aims to reassure China that chips won't threaten domestic industry.
- U.S. Commerce Secretary Lutnick testified no H200 chips sold to China.
- Jeffries noted potential leverage using U.S. wafer fab equipment.
- President Xi said China's door will open wider for American companies.
Trade Ideas
NVIDIA's China chip orders stalled, watch resolution.
NVIDIA's H200 chip exports to China have stalled despite both U.S. and Chinese government approvals, and CEO Jensen Huang is in China to persuade Beijing to follow through on purchases, creating a key event to watch for potential resolution or further delays.
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This CNBC video, published May 14, 2026, features Kristina Partsinevelos discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Kristina Partsinevelos · Tickers: NVDA