This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) CEO Jensen Huang is taking center stage in Washington today with investors watching for any sign of how the AI powerhouse plans to navigate the next phase of U.S.-China technology tensions. His keynote lands as President Donald Trump tours Asia, ahead of a meeting with Chinese President Xi Jinpingwhere advanced chip exports could be a pivotal trade topic. Hosting its GTC event for the first time in Washington, Nvidia is signaling that its ambitions may now stretch beyond Silicon Valley into the corridors of U.S. policy and defense.
At its last GTC in California earlier this year, Huang mapped out Nvidia’s chip roadmap for the next twelve months. This time, the spotlight is on whether the company could regain some footing in the Chinese market. Both the first Trump and Biden administrations had restricted sales of Nvidia’s most advanced chips to China, but the new Trump administration appears more open to loosening those limits. Huang has argued that access to roughly $50 billion in potential Chinese demand could be vital to fund U.S.-based research and maintain Nvidia’s innovation lead, even as Beijing nudges local developers toward Huawei chips.
Huang’s speech follows Nvidia’s recent partnership with Intela move that analysts believe could deepen its reach into data processing, where Intel’s CPUs still dominate. UBS analyst Tim Arcuri told clients this could accelerate Nvidia’s push into broader computing workloads, a shift that may redefine how the company positions itself in the AI ecosystem. For investors, Washington could be more than a backdropit could be the stage where Nvidia’s global strategy takes its next turn.
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