Kristina Partsinevelos(@KristinaParts):Reuters is confirming what I reported yday. Nvidia has licenses but no chips have moved. What they don't get into is why. At GTC, Huang told me $NVDA had purchase orders and approval from both govts. Then orders fell apart on the Chinese side. The ball is in China's court. Here:

2026.05.14 10:46

Reuters is confirming what I reported yday. Nvidia has licenses but no chips have moved. What they don't get into is why. At GTC, Huang told me $NVDA had purchase orders and approval from both govts. Then orders fell apart on the Chinese side. The ball is in China's court. Here:

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Kristina Partsinevelos@KristinaParts

2026.05.13 20:03

Nvidia CEO Jensen Huang is in China with Trump. But Nvidia already has its export licenses. The holdup isn't Washington. It's Beijing, sources familiar tell me. This trip may not change much. More here: $NVDA

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