Trump heads to China amid Nvidia scandal: Will he get tougher on Beijing?
Summary
Donald Trump is due to travel to Shenzhen next week for the APEC summit and meet Chinese President Xi Jinping. Nvidia CEO Jensen Huang’s departure and scrutiny of his ties to a former executive suspected by U.S. officials of working for Chinese intelligence are unlikely, by themselves, to change U.S.-China policy, analysts said.Key Facts
- China has denied allegations that former Megaspeed executive Alice Huang worked for Chinese intelligence.
- Nvidia announced that Jensen Huang would step down as chief executive.
- Trump approved sales of Nvidia’s H200 AI chips to China in December 2025, with 25 percent of proceeds to go to the U.S. government.
- China’s slow import approvals kept H200 shipments low, despite the U.S. sales approval.
- Huang joined Trump’s delegation to Beijing in May as Nvidia sought to advance stalled H200 sales.
- Analysts said pressure for a tougher U.S. approach to China could come from Congress and hawkish voices in the administration.
- Trump has said Huang is an “honourable guy” and has shown no sign of disrupting the current U.S.-China rapprochement, according to an analyst cited in the text.
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