Overview

• On July 11, Senators Jim Banks and Elizabeth Warren sent a bipartisan letter urging Nvidia CEO Jensen Huang to avoid meetings with companies tied to China’s military or on U.S. restricted lists during his Beijing trip
• The letter cautions that engaging with these firms could legitimize entities that undermine U.S. chip export controls and threaten national security
• The senators highlighted a bipartisan consensus that advanced AI hardware, including Nvidia GPUs, is vital to U.S. strategic interests
• Huang is set to attend the International Supply Chain Expo in Beijing next week and is expected to meet top Chinese leaders and industry figures
• Against a backdrop of proposed U.S. chip-tracking and kill-switch mandates, Nvidia is reportedly developing a lower-cost Blackwell AI chip variant for China to comply with export curbs