President Donald Trump said on Friday that Beijing is refusing to let Chinese companies buy Nvidia's H200 AI chips.

For the past two years, the artificial intelligence boom has been shaped as much by politics as technology. Washington tightened export controls, while Beijing pushed for self-reliance. And investors in Nvidia (NASDAQ:NVDA | NVDA Price Prediction) watched one of the company’s largest growth markets turn into a geopolitical chessboard.

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President Donald Trump has filed a disclosure showing massive buying and selling of U.S. stocks, index funds and other securities, including purchasing at least $1 million in shares of Boeing and Nvidia as those companies expect to score new business during his trip to China.

Nvidia shares are still up by more than 15% over the past month.

Jim Cramer went on Mad Money Friday with a counterintuitive pitch: “You buy NVIDIA not for China, not because of the Cerebras IPO, but because it’s actually a cheap stock, cheaper than Intel, cheaper than AMD,

Nvidia Corporation is poised for a strong Q1 print, but China’s reopening is the key forward catalyst. Learn more about NVDA stock here.