US Top News and Analysis | Nvidia earnings call drama: Will Jensen Huang talk 'Trump' and China chips after Xi summit?

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Nvidia, the world’s most valuable AI‑focused company, is set to report its fiscal first‑quarter earnings on Wednesday, and prediction‑market traders on Kalshi now see about a 50 % chance that CEO Jensen Huang will mention former President Donald Trump on the call after accompanying Trump on a recent summit in Beijing with Chinese President Xi Jinping; the platform also places a 57 % likelihood that tariffs on Nvidia’s H200 chips will be discussed, a 55 % chance the call will cover humanoid robots, but only an 11 % chance of any reference to Taiwan and a 15 % chance of mentioning Taiwan Semiconductor, all against a backdrop of uncertainty over the status of H200 chip sales in China, which were approved by the U.S. with a 25 % tariff yet remain unapproved by Chinese authorities.

Read more: https://www.cnbc.com/2026/05/18/nvidia-earnings-call-drama-will-jensen-huang-talk-trump-and-china-chips-after-xi-summit.html

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