U.S. Senators Issue Stark Warning to Nvidia CEO Ahead of Critical China Trip

Nvidia's CEO faces political heat as two U.S. senators drop a pre-travel bombshell.

The warning—delivered just before a high-stakes China visit—signals escalating tensions between tech giants and Washington.

No specifics were leaked, but the timing reeks of calculated pressure. Typical political theater—just another day in the 'free market.'

Congress is worried about China dodging the U.S. controls

Congressional concern has also grown over efforts to dodge U.S. controls. Lawmakers have proposed requiring chipmakers to track and verify the final destination of the products. In June 2025, Reuters revealed that DeepSeek was working with China’s military and had used third parties to bypass U.S. export limits.

Reuters also reported earlier that NVIDIA plans to release a lower-cost version of Blackwell chips specifically for the Chinese market. In their letter, the senators highlighted NVIDIA’s new Shanghai research facility as one sign that the company’s moves could strengthen China’s domestic AI and semiconductor industries.

According to the Financial Times, earlier in July 2025, Huang is set to attend Beijing’s International Supply Chain Expo, which kicks off this coming Wednesday. Sources familiar with the matter said that the CEO hopes to meet Premier Qiang and Vice-Premier Lifeng. Those meetings are still being finalized and require Beijing’s approval.

At Computex in Taipei, Huang argued that U.S. export curbs had only pushed companies in China to speed up their AI projects. He noted that NVIDIA’s share of the China AI-chip market had fallen from roughly 95 percent in 2021 to about 50 percent today, and he predicted that China’s AI sector could soon be worth $50 billion.

During his trip, Huang would stress NVIDIA’s continued focus on China despite various export restrictions resulting in losses worth several billion for the company. A person with knowledge of the plans said the cheaper Blackwell chip will not ship before September 2025, after NVIDIA secures a green signal from the US government.

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