Wire · operational-macro
Nvidia may sell more chips in China as Jensen Huang's influence over Trump grows
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Fusion42 · 28 September 2026 · Fusion42 review
China is considering relaxing export controls to allow major firms like ByteDance and Alibaba to purchase banned Nvidia AI chips, driven by Nvidia CEO Jensen Huang's growing influence over former US President Donald Trump, who has eased previous export restrictions. This shift could potentially increase Nvidia's chip sales in China despite ongoing US-China tensions over AI regulation and trade controls.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
You face a reopening of the China chip market as Nvidia’s grip on US policy loosens under Trump’s influence. Adjust your China entry or expansion plans now to tap into demand if export rules ease.
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1 source · 28 Sep 2026
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