Overview

• Jensen Huang will brief the media in Beijing on July 16, marking his second visit to China this year.
• Senators Jim Banks and Elizabeth Warren sent a bipartisan letter urging him to avoid engagements with Chinese firms tied to the military, intelligence agencies or on the US export-control list.
• April’s curbs on Nvidia’s H20 AI chip for China triggered indefinite licensing and prompted Huang to estimate a $15 billion revenue shortfall.
• Nvidia has publicly championed US-made AI technology as the global standard and argued that the Chinese military “simply can’t rely” on its chips.
• Reports of DeepSeek’s alleged attempts to bypass export rules for military-linked projects have heightened scrutiny of Nvidia’s China partnerships.