Beijing/Shanghai (Reuters)-Nvidia’s executive president Jensen Huang is not strange to Beijing, but his latest visit to China this year, consolidated his rock star status in the country, where fans interacted freely with AI titan on the streets of the Chinese capital.
It was a rare view for a executive president of one of the most powerful companies in the world walking around Beijing, participating in comprehensive interviews, taking selfies with enthusiastic fans, and even autographing leather jackets-a characteristic clothing item of the billionaire-to their dedicated followers.
The world’s most valuable company in the world came to Beijing for an event last week, just a few days after meeting US President Donald Trump and announced that Artificial Intelligence giant could once again sell her H20 chips in China after a US ban on national security reasons.
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Huang’s company is in the sights of a trade war between the US and China, which threatens to destroy supply chains as the two countries fight for the global AI and other cutting -edge technologies, threatening Nvidia’s $ 17 billion businesses in China.
Although Huang seems to be sailing well on a delicate tightrope between Beijing and Washington, the company continues to be subject to the ups and downs of Sino-American tensions, analysts said.
“Jensen Huang’s visit aimed to demonstrate Nvidia’s commitment to the Chinese market,” said Lian Jye Su, chief analyst at the technological research company Omdia. “However, this commitment should be balanced with the US government’s possible concerns about the deepening of ties with China.”
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Huang described the AI models of Chinese companies Deepseek, Alibaba and Tencent as “world-class” and his official commitments included a “wonderful” meeting with Chinese trade tsar and vice-master-minister He Lifeng and a personal meeting with Trade Minister Wang Wenta. The demand for H20 chips increased in China after the launch of the Deepseek models in January.
“Nvidia will still need to see the tide clearly and enjoy it at the right time to maximize the benefits available. But what is good for the company, I think she has a CEO who is very good at doing that,” said Tilly Zhang, Gavekal Dragonomics technology analyst.
Charlie Chai, an 86research analyst, said Nvidia’s market share in China will probably fall in the coming years.
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“The Chinese government will actively help or subsidize national rivals that can one day face and, at least in some cases of use, replace state -edge nvidia chips.”
In an unusual view for a global executive president visiting China, videos published on social media platforms showed Huang walking the streets of Beijing, with a drink in hand, autographing notebooks and posing for selfies.
In response to questions about how Washington would probably receive his last visit to Beijing, the executive said, “I told President Trump and his office that he was coming to China. I told him about my trip here, and he said, ‘Make a great trip.’
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At the opening of China International Supply Chain Expo, last Wednesday, Huang-which was born in Taiwan, but moved to the US at the age of nine-exchanged his characteristic leather jacket for a black Chinese-style jacket and referred to himself in a speech as “Chinese”.
In his speech at Expo, as well as in later comments, Huang was effusive in his compliments to the capabilities of Chinese technological giants to bring technology to applications, describing China’s supply chain as “vast.”
Even Arquirival Huawei Technologies, a company with which Nvidia is waging a strategic and increasingly intense battle by the mastery of AI chips, has been praised.
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“I think the fact is that anyone who disregards Huawei and anyone who disregards China’s manufacturing capacity is deeply naive. This is a formidable company,” Huang told reporters.
