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Nvidia's Huang to speak in Washington as investors look for hints on China 
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Nvidia's Huang to speak in Washington as investors look for hints on China 
Oct 28, 2025 3:35 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 is set to give a keynote address in the U.S.

capital on Tuesday, with investors looking for clarity on what

chips the artificial intelligence leader will be able to sell to

the vast Chinese market.

Huang's remarks are expected at 12 p.m. EDT (1600 GMT).

President Donald Trump is touring Asia this week and is expected

to meet 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 deemed a key issue.

Huang will speak 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.

Both the first Trump administration and President Joe Biden

clamped down on sales of Nvidia's ( NVDA ) most advanced chips to China,

but the second Trump administration has shown an openness to

letting Nvidia ( NVDA ) ship chips there. 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 (CPUs) 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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