Jensen Huang is making his latest trip to Beijing this week (July 2025), marking his second visit in just three months. The chief executive officer is seeking discussions with leaders, including the commerce minister, while attending the International Supply Chain Expo. This comes at a critical juncture as US-China tech tensions continue to escalate.
Strategic Objectives
New Chip Launch: The launch is planned for September, and the chip was developed specifically to meet US President Donald Trump’s new export restrictions. Nvidia is preparing to unveil a modified Blackwell RTX Pro 6000 chip stripped of features like high-bandwidth memory and NVLink to comply with export controls.
High-Level Meetings: He’s requesting talks with Premier Li Qiang, which would be his highest-level meeting in China so far. Previous meetings have included Vice Premier He Lifeng, who oversees US-China trade talks.
Market Preservation: After Nvidia’s China market share reportedly dropped from 95% to 50% over four years, Huang is working to maintain whatever foothold remains in the world’s second-largest economy.
Political Tightrope
Huang’s diplomatic balancing act is remarkable:
He met with President Trump just before this Beijing trip
Recently announced a $500 billion US investment plan for AI infrastructure
The stakes are enormous. Nvidia took a $5.5 billion write-down in April when the H20 chip was blocked from sale to China. The new product is stripped of features that violate Washington’s export laws, representing Nvidia’s third attempt to create China-compliant chips.
Strategic Implications
Huang’s criticism of US export controls as a “failure” reflects a deeper concern: 50% of the world’s AI developers are in China Nvidia’s Huang to Meet Chinese Leaders While AI Curbs Deepen – Bloomberg, and isolating them could push China to accelerate development of indigenous alternatives. His visits signal Nvidia’s determination to remain engaged despite regulatory headwinds, recognizing that complete withdrawal would cede a massive market to competitors.
This trip represents more than business diplomacy—it’s an attempt to navigate an increasingly fractured global tech landscape where commercial interests clash with geopolitical realities.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
