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

US approvals could let Nvidia sell H200 AI chips to China, but Beijing’s security concerns and export rules have stalled shipments.

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.

Nvidia's Jensen Huang told reporters on Thursday that U.S. President Donald Trump "asked" him to come on the China trip. Initial indications suggested Huang would not be part of the trip, but it was announced on Tuesday that he would join the summit.

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The stock is strong on AI demand, and Huang’s Beijing diplomacy signals Nvidia is actively working to reduce policy surprise risk. Even without new export-control changes, “more predictable” ties improve planning for supply,

The standoff comes as Chinese firms increasingly turn to domestic chipmakers like Huawei, in a drive to reduce China’s dependence on Western technologies.

As NVIDIA Corp. NVDA prepares to report its highly anticipated quarterly results on May 20, the tech giant finds itself navigating a complex geopolitical chessboard. Despite losing the lion’s share of its once-dominant 95% stake in China’s data-center GPU market due to U.

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,