Nvidia earnings call drama: Will Jensen Huang talk 'Trump' and China chips after Xi summit?
Nvidia's H200 chip sales in China remain uncertain following recent discussions between the U.S. and China. While the U.S. government has approved purchases by several Chinese firms, actual sales have not materialized. Analysts predict varying chances of Nvidia discussing tariffs and humanoid robots in their upcoming earnings call.
- ▪Nvidia's H200 chip sales in China are currently uncertain.
- ▪The U.S. government approved several Chinese firms to purchase the chip, but sales have not occurred.
- ▪There is a 55% chance Nvidia will discuss humanoid robots in their earnings call.
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Huang's presence on the trip came as the status of Nvidia's H200 chip sales in China remains uncertain. Trump told reporters last week that the chip model didn't come up in discussions with China, but Reuters reported that the U.S. government gave approval to several Chinese firms to purchase the model. China, though, hasn't allowed firms to purchase the chip, Trump claimed to reporters. In January, Trump cleared the way for Chinese purchases of the chip model. That came with a 25% tariff on imports for chips that will be sent to China. There's a 57% chance the company mentions tariffs on its call on Wednesday. But after the trip to China, traders place just an 11% chance that Nvidia mentions Taiwan.
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