China may soon allow its largest AI firms to import millions of Nvidia gaming chips, potentially providing the company a significant opportunity to regain market momentum in the country.
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China may relax controls on Nvidia gaming chips as Jensen Huang's influence over Trump grows
According to sources familiar with Chinese discussions, China's Ministry of Industry and Information Technology has reportedly asked Alibaba and ByteDance to share plans for purchasing Nvidia's RTX Pro 5500 chips. While these are primarily gaming chips, Chinese authorities are seeking details on how they will be utilized, with expectations that they could be integrated into servers to power AI models. ByteDance has reportedly considered ordering up to 1 million units.
Amidst these market shifts, reports indicate that Nvidia CEO Jensen Huang is increasingly serving as an influential advisor to President Donald Trump on technology issues. While Trump initially tightened export controls—most notably banning H200 chips—he has since lifted those restrictions on H200s, a move that China eventually allowed certain firms to navigate.
Observers note that Huang's perspective on AI tends to downplay the risks of the technology, a stance that aligns with recent claims by Trump regarding the economic benefits of AI. This positioning comes as Nvidia seeks to recover from recent losses in the Chinese market, where sales of advanced AI chips had dropped significantly due to existing U.S. export controls.
Sources
- Experts worry about Nvidia's AI chip sales in China and influence over Trump （Ars Technica AI, 2026-09-28）