When the Air Force One landed in Alaska on Tuesday to join Jensen Huangexecutive director of Nvidiato the entourage of businessmen who have accompanied Donald Trump on his trip to Chinasome interpreted that last-minute invitation as a sign of progress to unblock the company’s sales in the Asian giant. However, the American president and the technology magnate have returned to USA without any positive agreement under the arm.
Nvidia designs the chips of artificial intelligence most powerful in the world, which has made it the most valuable company in the world with a market capitalization that exceeds 5.7 trillion dollars. Your electronic devices are crucial to giving ‘life’ a IA call to promote the economy and the armies. That is why, for years, the White House vetoed its sale to Beijinga movement that attempted to paralyze the development of the aspiring world power.
Trump has tried to reverse that restriction. Washington has authorized up to ten Chinese companies to acquire Nvidia’s second most powerful AI chip, the H200informa Reuters. Among them would be giants like Alibaba, Tencent y ByteDanceowner of TikTok. Other firms such as Lenovo or the Taiwanese Foxconnknown for manufacturing products Apple like the iPhonehave been approved as distributors of those chips.
US President Donald Trump, accompanied by magnates Elon Musk (Tesla, SpaceX, X) and Jensen Huang (Nvidia) on his arrival in China. / Brendan Smialowski / AFP
However, the movement of the trump administration seems to have arrived late. Before the restriction of exportsChina was dependent on Nvidia, which controlled up to 95% of the Chinese advanced chip market. The veto led Beijing to change its strategy to accelerate the development of domestic alternatives and restrict the purchase of Nvidia semiconductors to limit foreign technological dependence, particularly on the United States. “The Chinese central government has not allowed them, for the moment, to buy the chips, because it is trying to get their investments focus on their own national industry,” explained the Secretary of Commerce, Howard Lutnickat a Senate hearing last month.
This explains why, despite the authorization granted by Trump, the company has not sold more products to China, reports Reuters. The lack of agreement between Trump and Xi on this aspect leaves Nvidia’s future in the country up in the air. Washington has not contributed to dispelling uncertainty. Even Jamieson GreerUS trade representative, has indicated to Bloomberg News that the decision to acquire the H200 “will be a sovereign decision of China.”
The strategy of Chinese Communist Party It’s starting to give results. Although Nvidia remains vital in the AI sector, companies like DeepSeek They have already managed to create models that will work with chips from Huawei manufactured by Semiconductor Manufacturing International Corporation (SMIC), both Chinese giants. Thanks to the alternatives, China “will deprive Washington of a fundamental source of influence” over its course, he points out The New York Times.
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