Huang Renxun received a last-minute invitation from Trump on the morning of his departure. It's quite amusing to think about this. Huang Renxun, wearing a leather jacket, flew from Silicon Valley to Alaska temporarily, Carrying a backpack, During the ten minutes of refueling on Trump Air Force One, Boarding arrived in China. To be honest, you can also think of visits of this magnitude, The accompanying list is usually finalized by both countries at least six months ago, After all, seats, security, agenda, and a bunch of people below have to be arranged. Among the 17 CEOs who originally boarded the plane, Cook was there, Musk was there, but there was no Huang Renxun. Temporary addition, I checked and there are two possibilities. One reason is that Trump saw the media speculating and asked, 'Why didn't the boss of Nvidia go?' He suddenly decided to call him over; Secondly, there were things that were not originally planned to be discussed this time, but were pushed to the negotiating table at the last minute. I think the possible reason is the latter, Nvidia's H200 was approved by the United States to be sold to China in January this year, The conditions were strict, and as a result, the license was issued but the goods couldn't pass through, As a result, not a single H200 was actually sold to China. And the higher end Blackwell is still under ban. The Chinese AI chip market is worth 50 billion US dollars annually, For Nvidia, it is the key revenue, and for training large models in China, it is the key computing power. None of the three parties can afford to delay. In one sentence, the market is once again experiencing favorable prices. Beneficial for semiconductors. Good news for Nvidia.