NVIDIA Director General Jensen Juang, according to Nikkei, took the place of Ilon Mask as one of the key intermediaries between the United States and China. He got this role after successful negotiations with the American authorities, as a result of which companies allowed exporting specialized H20 graphic processors to China, despite the restrictions.
Earlier in 2025, the US administration introduced new restrictions on the export of advanced AI-Chips, which was a serious blow to NVIDIA plans. In particular, the supply of high -performance GPUs for most countries is prohibited, with the exception of a limited list. H20 – a model designed specifically under the Chinese market – also prohibited, which forced the company to stop its production and write off stocks.
In an attempt to change the situation, Juang held a series of negotiations, including a trip to China, where he made statements about the importance of the country for the NVIDIA business and expressed support to local AI developments. These steps helped change Washington’s position and get export permits.
According to analysts, Juang has become a convenient figure for both sides. On the one hand, it is not as dependent on the Chinese market as Musk, whose company Tesla actively produces and sells cars in China. On the other hand, his connection with the American government and success in negotiations strengthened its influence.
