Flash: Jensen Huang boards Air Force One at the last minute to "accompany Trump on visit to China," NVIDIA chip exports become the focus

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From 90% to 0%, separated only by a few rounds of regulations and an alternative supplier called Huawei. Jensen Huang boarded Air Force One with a backpack, heading to Beijing, with the hot-button issue of chip exports likely on the agenda. (Previous coverage: Trump did not invite Jensen Huang on his China visit; NVIDIA is stuck in the worst position of "the U.S. doesn't want to sell, and China doesn't want to buy.") (Background: Samsung Electronics labor negotiations collapsed today! A 50,000-person strike is brewing for 18 days starting May 21, leaving the memory supply chain on edge.) On May 13, Trump officially set off for Beijing. The original list of accompanying business delegates included tech giants like Apple, Micron, and Qualcomm, but not NVIDIA. According to people familiar with the matter, the White House staff's reasoning was straightforward: the controversy over NVIDIA's export controls is too sensitive, and bringing Jensen Huang along would create "awkward conversations" when discussing chip exports in Beijing. Micron makes memory, and Qualcomm focuses on mobile chips; both companies have much lower political sensitivity than NVIDIA. After the list was finalized, Trump seemingly did not follow his staff's arrangements and personally called Jensen Huang to invite him. New York Post correspondent Emily Goodin posted on X this morning, noting that while Air Force One was refueling in Alaska, NVIDIA CEO Jensen Huang was spotted boarding the plane to accompany Trump on his visit to China. Hi from the Alaska refuel. Navida CEO Jensen Huang boarding Air Force One here to join President Trump on China trip. Elon Musk is also on the plane pic.twitter.com/KKp9TaJTS8 — Emily Goodin (@Emilylgoodin) May 13, 2026 Why NVIDIA is a hot potato In December 2025, the Trump administration made a decision: to allow the sale of H200 chips to China. This decision triggered strong backlash within the Republican Party, with some Republican hawks arguing that allowing any advanced chips to flow to China is essentially funding a potential adversary. The controversy surrounding the H200 lies in its nature. The H20 was a version NVIDIA designed specifically for the Chinese market with downgraded specifications, while the H200 is a higher-spec flagship product used directly for training large language models. Approving H200 exports means Beijing's data centers could gain access to truly top-tier computing power. (Although there is currently no actual status of exports taking place.) The Trump administration's logic is: the cost of restricting exports is handing the entire Chinese AI chip market over to domestic substitutes. However, the hawks' logic is: selling chips to an adversary means the profits will ultimately be used to develop the PLA's AI capabilities. There is no right or wrong between these two sets of logic, but when they collide, they make NVIDIA a political hot potato that no one can handle easily. Bringing Jensen Huang to Beijing is equivalent to placing a card on the table in Beijing regarding the issue of export controls.

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Published:2026-05-13 02:17:02

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