Google and Boeing are in the US delegation for next week's APEC CEO Summit, but Jensen Huang is unlikely to attend, SCMP

Google, Boeing Join U.S. Delegation; Jensen Huang Unlikely at Summit

Google, Boeing and UBS join the U.S. business delegation at the Nov. 17-18 Shenzhen CEO Summit, while Nvidia CEO Jensen Huang remains unlikely to attend amid H200 approval scrutiny.

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Grace Kim
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By Grace Kim

Representatives of Google and Boeing will join the U.S. business delegation at the APEC CEO Summit in Shenzhen on Nov. 17-18, an event expected to draw more than 2,000 participants.

The China Council for the Promotion of International Trade confirmed both companies to the South China Morning Post on Nov. 11. The event organizer also named UBS among participating companies.

Who has confirmed attendance?

The confirmation covers corporate membership in the U.S. delegation. SCMP did not identify which Google or Boeing executives will attend. The report did not confirm either chief executive individually.

The confirmed roster establishes company participation, not the status of any individual technology chief. It does not resolve Huang's position, and Musk's reported role with the presidential delegation remains distinct from CCPIT's confirmed corporate entries.

The summit expects participants from business, government and media. CCPIT says U.S. companies make up the largest group of corporate participants among APEC economies other than China.

Why is Huang's attendance in doubt?

A source familiar with the arrangements told SCMP that Nvidia CEO Jensen Huang was unlikely to attend at this stage. Many other high-profile executives had not confirmed their participation.

A day earlier, Reuters relayed an SCMP report that Tesla CEO Elon Musk and other top executives were expected to join President Donald Trump's delegation for the APEC leaders' meeting. Huang's participation in that delegation was also in doubt.

Those reports cover two related but separate events: the CCPIT-hosted CEO Summit and the presidential delegation for the leaders' meeting. Asked whether he would take Huang, Trump said: "I don't know, but I'd certainly take him." Huang went with Trump to China in May. The May trip does not amount to a confirmation for November.

What pressure is Huang facing at home?

Nvidia's board is investigating whether Huang was the target of a foreign intelligence operation. The inquiry follows a report that Huang had a close relationship with a Chinese businesswoman alleged to have passed information to Beijing.

The board inquiry asks whether a foreign operation targeted Huang; the source reported no conclusion. The information-transfer claim also remained an allegation against the businesswoman.

Separately, Axios reported that U.S. officials suspect Megaspeed executive Alice Huang of working for China.

House Foreign Affairs Chairman Brian Mast said he was prepared to subpoena Jensen Huang if Huang did not respond by the Nov. 11 deadline to a request for a closed-door briefing on Nov. 18. The requested briefing would fall during the CEO Summit and on the opening day of the leaders' meeting. Mast's warning remains conditional.

How does H200 approval change the commercial picture?

The commercial issue is more direct. Nvidia has struggled to win approval to sell its H200 chips in China. The report gave no Chinese H200 sales volume, approval timetable or shipment schedule.

Nvidia reports quarterly results Nov. 17, the first day of the CEO Summit. The schedule places the H200 approval issue beside the company's financial disclosure.

Huang's attendance could add diplomatic visibility, but confirmed approval for H200 sales would clear the regulatory barrier to those sales. The confirmed presence of other U.S. companies does not alter Nvidia's approval requirement.

How does the summit fit the Trump-Xi meeting?

The CEO Summit runs Nov. 17-18 and precedes the APEC leaders' meeting on Nov. 18-19, with the two events overlapping on Nov. 18. Trump has said he expects to meet Xi Jinping during the leaders' meeting.

The overlap puts the business delegation and presidential diplomacy in Shenzhen on the same day. For Nvidia, the next competitive test is regulatory rather than ceremonial: approval for H200 sales in China will determine market access, while Huang's own attendance remains unresolved.

Source: mlq.ai

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Grace Kim

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Market editor covering people, launches and day-to-day practice in Semiconductors, chip manufacturing, hardware, AI compute at Chip Dispatch.

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