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Nvidia's Huang takes the stage in Washington as investors look for hints on China
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Nvidia's Huang takes the stage in Washington as investors look for hints on China
Oct 28, 2025 9:58 AM

*

Huang's speech coincides with Trump's Asia tour, which

will

include meeting with China's Xi

*

Nvidia ( NVDA ) seeks $50 billion in Chinese market sales for R&D

funding

*

Nvidia ( NVDA ) has partnered with Intel ( INTC ) to expand in CPU-dominated

markets

By Stephen Nellis and Alexandra Alper

WASHINGTON, Oct 28 (Reuters) - Nvidia ( NVDA ) CEO

Jensen Huang kicked off a keynote address in the U.S. capital on

Tuesday with investors eagerly looking for clarity on what chips

the artificial intelligence leader will be able to sell to the

vast Chinese market.

Huang took the stage in a packed conference hall as President

Donald Trump continued his tour of Asia this week ahead of his

expected meeting with Chinese President Xi Jinping on Thursday.

The flow of advanced technology between the two nations is

likely to be at the center of trade discussions, with access to

Nvidia's ( NVDA ) chips a key issue.

Huang spoke at Nvidia's ( NVDA ) GTC event, held for the first time in

Washington, D.C., a sign that Nvidia ( NVDA ) is pursuing work with the

government and contractors clustered around the capital. At its

last GTC event in California in March, Nvidia ( NVDA ) laid out its chip

road map for the next year.

Former President Joe Biden clamped down on sales of Nvidia's ( NVDA )

most advanced chips to China, but Trump has wavered in his

policy in his second term, at first restricting exports of

Nvidia's ( NVDA ) AI chips designed for the China market before reversing

course in July.

Huang has argued that Nvidia ( NVDA ) needs access to some $50 billion in

potential sales from the Chinese market to fund U.S.-based

research and development to maintain his company's edge. Reuters

has previously reported that Chinese developers still want

Nvidia's ( NVDA ) chips, despite pressure from Beijing to purchase

domestic chips from Huawei Technologies Co.

Nvidia ( NVDA ) announced a partnership with Intel ( INTC ) last month,

which analysts have said should help it push into markets where

Intel's ( INTC ) central processing units remain dominant.

"On the heels of its investment in (Intel ( INTC )), we expect an

emerging theme to be the acceleration of the data processing

market - the bulk of which is being done today on CPUs," UBS

analyst Tim Arcuri wrote in a note to investors. "We expect this

to become an increasingly important theme with (Nvidia ( NVDA ))."

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