A netizen uses a computer and smartphone to view the NVIDIA logo and webpage in Suqian, Jiangsu Province, China, on April 29, 2026.
Photo | Future Publishing | Getty Images
everyone is paying attention Nvidiathe world’s most valuable company and a darling of the artificial intelligence trade, is scheduled to report first-quarter results after the closing bell on Wednesday.
Traders at prediction market platform Karshi believe the company may talk about President Donald Trump on a conference call after accompanying CEO Jensen Huang on a visit to China.
There is a 50-50 chance that Trump’s name will be mentioned in the call, but that possibility has recently increased. The president’s name was not mentioned in the company’s previous financial results report in February. Huang participated in a summit meeting between President Trump and Chinese President Xi Jinping in Beijing.
Huang’s trip comes as sales of Nvidia’s H200 chips in China remain uncertain.
President Trump told reporters last week that the chip model had not come up in talks with China, but Reuters reported that the U.S. government had approved multiple Chinese companies to buy the model. But President Trump insisted to reporters that China does not allow companies to buy chips.
In January, President Trump cleared the way for China to purchase chip models. This includes imposing a 25% tariff on chip imports sent to China. There is a 57% chance the company will mention tariffs on Wednesday’s conference call.
However, after the visit to China, traders believe there is only an 11% chance that Nvidia will mention Taiwan. After the U.S.-China summit, neither country said whether President Trump and President Xi had discussed Taiwan, which is home to important semiconductor manufacturers. Traders currently have the company discussing odds at only 15% taiwan semiconductor companyThis is down from the previous 78% chance.
And there’s a 55% chance the company will discuss humanoid robots. In his keynote speech at the CES trade show in January, Huang said he expected robots with human-level abilities to emerge this year. This will be a new feature of Nvidia’s press conference, as the topic was not brought up in the company’s February earnings call.
Disclosure: CNBC and Kalsi have a commercial relationship that includes a minority investment in CNBC.
