Jensen Huang's Late-Night Calls With President Trump Come as Nvidia's China AI Chip Shipments Fall 44% in the First Half of 2026. Here's Why His Access Matters.

Nvidia faces significant challenges in China despite $35 billion in reported chip orders, with AI chip shipments to the country falling 44% year-over-year in H1 2026. U.S. export restrictions and production constraints limit deliveries of advanced chips, while competitors like Huawei gain market share. CEO Jensen Huang's direct access to President Trump may help influence policy, but cannot guarantee Chinese sales recovery.