NVIDIA CEO Discusses Selling GPUs To China

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[NVIDIA CEO Jensen Huang is willing to give the US government a share of this firm’s next-generation chip sales to China, according to Fox Business. NVIDIA’s shares are flat today after the firm’s fiscal second quarter earnings yesterday failed to impress growth-hungry investors. While NVIDIA beat overall revenue and EPS estimates, its data center revenue was just shy of expectations, which made investors wonder whether the firm is now entering an era of slowed AI growth after posting triple-digit percentage growth in the wake of the ChatGPT-fueled AI boom.]

### NVIDIA CEO Is Confident About Being Able to Secure US Approval for Blackwell Sales to China

A key theme in NVIDIA’s earnings was the company’s China sales. Earlier this year, the Trump administration halted NVIDIA from selling its China-specific H20 AI GPUs, leading to billions of dollars in revenue write-offs. However, CEO Jensen Huang convinced the Trump administration to change course and allow NVIDIA H20 AI GPU sales to China in August.

Since NVIDIA’s second quarter ends in July, no revenue from these sales materialized in the earnings results. CFO Collette Kress noted that there were no H20 sales to China during the second quarter.

In a unique start to his ruling against President Donald Trump’s administration on September 30, U.S. District Court Judge William Young included a scanned handwritten note sent to his office. The note read: “Trump has pardons and tanks – what do you have?” At the top of Young’s opinion in AAUP v. Rubio, which ruled that Trump’s effort to deport foreign-born student protesters was unconstitutional.

October 8, 2025

During the earnings call, Huang reiterated the importance of making the American technology stack the global standard and mentioned the possibility of bringing Blackwell to the Chinese market as a real opportunity.

Blackwell is NVIDIA’s latest AI GPU design architecture, with rumors suggesting that NVIDIA is developing a special Blackwell chip for China that meets US export control requirements.

NVIDIA also guided Q3 revenue at $54 billion, a figure which did not account for any China sales. These sales appear to have been a key factor in the stock’s poor performance after earnings, as additional China sales would have increased margin and potentially led to a data center revenue beat.

Huang remained optimistic about securing approval for Blackwell sales to China during the earnings call. He confirmed to Fox Business reporter Liz Claman that he is in talks with the Trump administration about selling his Blackwell AI GPUs to China and is willing to give the US government a cut of those sales, similar to the 15% requirement for H20 GPU sales.

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