Nvidia Corp.’s Jensen Huang spent months telling everyone what a grave mistake the US was making restricting shipments of artificial intelligence processors to China — with little sign that his argument was swaying anyone.

Nvidia stock has pulled the company's market value far ahead of Microsoft, Apple, Amazon, Alphabet, and Meta Platforms.

Nvidia CEO Jensen Huang praised China's AI models a day after the U.S. chipmaker said it expected to resume sales of a key product to China. "More than 1.5 million developers in China build on Nvidia today to bring their innovations to life," he said.

The Trump White House says it's content to allow Nvidia to tap into the lucrative Chinese market. "We don't sell them our best stuff, not our second best stuff, not even our third best," Commerce Secretary Howard Lutnick said on CNBC Tuesday afternoon.

Nvidia CEO Jensen Huang made his third visit to China in 2025, demonstrating significant sincerity to revive the Chinese market. According to supply chain sources, Nvidia has confirmed it will supply the RTX 6000D in the third quarter of 2025,

Treasury Secretary Scott Bessent’s comments and news of the resumption of H20 chip sales to China have excited Wall Street.

Nvidia has been an artificial intelligence leader and major winner over the past few years. On July 16, CEO Jensen Huang may address one of the company's biggest challenges. But Nvidia has encountered one major hurdle along this path,