Back to today’s briefing

Story perspectives

Nvidia's CEO in Shanghai Amid H200 Chip Uncertainty

1/24/2026

40 9 Full Breakdown

Summary

Story summary

Jensen Huang, Nvidia's chief executive officer, is in Shanghai for the company's annual celebration with employees amid rising competition from Chinese firms.
His itinerary includes visits to Beijing, Shenzhen, and Taiwan.
Nvidia awaits Beijing's decision on whether China will permit sales of the H200 AI chip.
U.S. Customs officials have indicated the H200 may not be admitted, though a formal ban is unclear.

History

Historical Context

In January 2018, the U.S. trade war with China began when President Donald Trump imposed tariffs on $250 billion worth of Chinese goods, citing unfair trade practices and intellectual property theft. China retaliated with tariffs on U.S. products, escalating tensions. This conflict has significantly impacted technology firms like Nvidia, highlighting the ongoing struggle for technological dominance between the two nations.

1 of 2

Story summary

Jensen Huang, Nvidia's chief executive officer, is in Shanghai for the company's annual celebration with employees amid rising competition from Chinese firms.
His itinerary includes visits to Beijing, Shenzhen, and Taiwan.
Nvidia awaits Beijing's decision on whether China will permit sales of the H200 AI chip.
U.S. Customs officials have indicated the H200 may not be admitted, though a formal ban is unclear.

1 / 2