Nvidia CEO Jensen Huang Open to Working With China’s CXMT on Memory

Huang's openness to CXMT lands in a memory market where he is simultaneously signaling tight supply through 2029, which makes the sourcing question more strategic than commercial. The remark matters less as a procurement signal than as a positioning move: Nvidia is publicly keeping a Chinese memory supplier in scope while Beijing's domestic supply chain ambitions and export controls remain unresolved. For memory incumbents, the relevant read is that Nvidia is not foreclosing diversification. Whether any CXMT cooperation moves beyond a stated willingness is the open question worth watching.