upward momentum – NVIDIA CEO Takes a Down-to-Earth Approach While Enjoying Beijing Street Food

The eleventh-hour inclusion of NVIDIA CEO Jensen Huang in President Trump’s economic delegation to China, along with his friendly approach of enjoying street food at tourist attractions in Beijing, should be interpreted as a highly calculated, sophisticated piece of “Corporate Diplomacy” amid the currently harsh U.S.-China conflict.

Even though the market froze after the prior U.S.-China summit ended in a breakdown-style conclusion without an official press conference, here is an in-depth analysis of how Jensen Huang’s actions will affect NVIDIA’s core chip supply ecosystem to China and its future stock price.

1. Chip Supply Chain Outlook: Is the H200 Supply to China Getting a Green Light?

To state the conclusion first: “The supply of the original H200 chip remains impossible; instead, the likelihood of securing approval for the mass supply of a new, bypassed custom chip (tentatively named a modified model based around the H200) that precisely hits the U.S. government’s guidelines has increased significantly.”

• Trump’s ‘Transactional Diplomacy’ and NVIDIA’s Interests: While the Trump administration is pressuring China, it also does not want America’s iconic Big Tech companies to lose massive revenue. Jensen Huang’s inclusion in the delegation strongly implies a prior understanding between the White House and NVIDIA to “maximize the profits of American companies by mass-selling performance-restricted chips below a certain threshold to China.”
• The Carbon Credits and Private Supply of Modified H200 Models: NVIDIA has prior experience creating downgraded chips for China (such as the H20 and L20) to circumvent trade sanctions on the H100. This time as well, Jensen Huang took personal initiative to win approval for a dedicated chip supplied to China’s private AI Big Tech companies (Baidu, Tencent, Alibaba, etc.) by precisely scaling back only militarily sensitive specifications, such as communication bandwidth, from the next-generation architecture-based H200 class. His public engagement on the streets of Beijing sent a strong signal of reliability to the Chinese government and private firms, effectively saying, “We still respect the Chinese market and are ready to supply it.”

2. 📈 NVIDIA (NVDA) Stock Price Impact Analysis

Jensen Huang’s trip to China and the future China market entry scenarios will provide a strong “downside rigidity (stock price support)” and “additional upward momentum” for NVIDIA’s stock price.

① Short-term Impact: Offsetting Fears of the U.S.-China Breakdown (Rebound Momentum of Around 3–5%)

Although global stock markets including the KOSPI collapsed and tech stocks took a hit due to the failure of an official agreement at the U.S.-China summit, Jensen Huang’s performance in China provides relief that “the private business channel (backdoor deals) is alive, independent of the political breakdown.” This acts to dissolve the short-term risk premium on NVIDIA’s stock price that had been suppressed by trade sanction risks.

② Medium-to-Long-term Impact: Restoring the China Revenue Share (Additional Upside Potential of 15–20%)

The share of China in NVIDIA’s total revenue once exceeded 20%, but it plummeted to under 10% following U.S. regulations.

If the mass supply of performance-controlled, China-specific chips based on the H200 is officially approved following this visit, pent-up demand from Chinese Big Tech will explode, driving quarterly earning surprises. This creates a picture where NVIDIA not only monopolizes global AI chips but also ‘defends its dominance in the massive Chinese market,’ serving as the decisive catalyst to level up the stock price to a higher band (attempting to break through the $150–$170 range).

3. 💡 Summary Opinion and the Link to the Korean Stock Market (Samsung & SK)

Jensen Huang’s street-level communication in Beijing is not a simple heartwarming anecdote; it is a survival equation of Big Tech moving under the mantra of “politics is cold, business is hot.”

This is tremendous news not only for NVIDIA’s stock price but also for South Korean semiconductor companies (Samsung Electronics, SK Hynix). The mass supply of the H200 and next-generation chips to China—even as modified models—means that the demand for HBM (High Bandwidth Memory) embedded within them will also skyrocket.

Attention should be paid to whether the KOSPI, which sank due to the Samsung Electronics strike risk scheduled for the 21st, can find a clue for a rebound through the May 19 Korea-Japan summit and the positive news originating from Jensen Huang’s NVIDIA. NVIDIA’s entry into China is indeed a definitive “green light” for its stock price.