Nvidia(US:NVDA) Guan Cha Zhe Wang·2025-07-10 23:50Core Insights - Nvidia's CEO Jensen Huang met with President Trump on July 10, coinciding with Nvidia's stock price increase, making it the first company to surpass a market capitalization of $4 trillion, surpassing Apple and Microsoft [1][3] - The meeting reflects ongoing investor enthusiasm for AI, which has driven Nvidia's chip sales and contributed to a broader rise in tech stocks, with major companies like Microsoft, Meta, Amazon, and Alphabet expected to invest approximately $350 billion in capital expenditures in the next fiscal year [1][3] - Huang plans to visit China next week to attend the China International Supply Chain Promotion Expo and may meet with Chinese leaders, indicating Nvidia's efforts to maintain its position in the critical Chinese market amid geopolitical tensions [3][4] Company Strategy - Nvidia is set to launch a new AI chip designed specifically for China by September, which will modify existing technology to comply with U.S. export control regulations [3][4] - Huang has publicly advocated for the U.S. to ease technology export restrictions, arguing that these limitations disadvantage American companies and have led to significant sales losses for Nvidia, estimating a potential loss of up to $8 billion in sales this quarter [4] - The company aims to optimize its product offerings to meet regulatory requirements while continuing to serve the Chinese market, emphasizing the importance of participating in the world's largest semiconductor market [4]