---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40706136.md"
description: "In last night's list, NVIDIA's Jensen Huang was absent. Within 24 hours, the plot reversed: Old Huang (Jensen Huang) was added, joining mid-way with a layover in Alaska.The last-minute addition, and the fact that he boarded not from his home turf but had to "cut in line" mid-journey, indicates that the semiconductor negotiations at the table are extremely intense. The two sides are deadlocked, forcing an emergency call for someone who can shift the balance. Old Huang is that counterweight: he is the global godfather of AI computing power and also the person most centrally caught in export controls.For China, this is a clear structural positive in the short term. This is not about "sanctioning China," but about "negotiating terms": discussing special compliance frameworks and the gray areas of computing power redlines, indicating that hard decoupling is being put into reverse. However, it's important to stay calm—this is more of an emergency mechanism at the commercial and technological level, not a complete opening up.The market will likely refocus on AI, computing power, and semiconductor self-sufficiency as key themes. In a nutshell: the Iron Curtain hasn't been lifted, but finally, someone is knocking at the door to discuss the rules.$NVIDIA(NVDA.US)"
datetime: "2026-05-13T03:46:31.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40706136.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40706136.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40706136.md)
author: "[阿修AX](https://longbridge.com/en/profiles/12691394.md)"
---

# In last night's list, NVIDIA's Jensen Huang was ab…


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