Nvidia and Cisco CEOs Highlight Global AI Race and U.S. Strategy

Nvidia CEO and Cisco CEO discuss the global outlook on the AI arms race

"In no initiative and no foundational technology that I've ever known since the internet has the world and the leaders realized the importance of artificial intelligence to them," Huang said. "And the reason for that is because no country wants to outsource and let somebody else advance their intelligence." Robbins claimed that the Trump administration wants the U.S. to maintain its lead in the A.I. arms race. Wall Street has worried that the president's tariff policies could affect semiconductor imports that leading tech companies rely on. But Robbins said of the administration, "there's going to be a lot of logic where they end up," and that the government should attempt to better trade agreements. "Based on the conversations I've had with the administration...they want to protect that lead, and they want us to win," Robbins said. "I believe that their policies that they're going to implement will, will ensure that that happens" Cisco, which manufactures networking hardware, and Nvidia announced a partnership to bring AI technology to the enterprise with new infrastructure. According to Huang, AI "reinvented the entire computing stack, from compute, networking, storage, the operating system and the way you develop the applications on top." However, the current enterprise AI infrastructure has the same for a long time, he continued. "We need to go and rerack the whole world's companies," Huang said.

Nvidia CEO Jensen Huang, Cisco's Chuck Robbins Tout AI's Global Impact: Trump 'Want Us To Win' - Cisco Systems (NASDAQ:CSCO), Dell Technologies (NYSE:DELL)

NVIDIA Corp. NVDA CEO Jensen Huang and Cisco Systems Inc. CSCO CEO Chuck Robbins described unprecedented global enthusiasm for artificial intelligence development, with national leaders recognizing AI as a strategic priority. What Happened: "In no initiative and no foundational technology that I've ever known since the internet has the world and the leaders realized the importance of artificial intelligence to them," Huang said, in an interview with CNBC. Robbins expressed confidence in the President Donald Trump administration's commitment to maintaining American AI dominance despite concerns about potential tariff impacts on semiconductor imports. "Based on the conversations I've had with the administration...they want to protect that lead, and they want us to win," Robbins said. "I believe that their policies that they're going to implement will ensure that happens." The comments come amid intensifying U.S.-China competition in AI development. The Trump administration recently backed "Stargate," a $500 billion private-sector initiative involving OpenAI, SoftBank, and Oracle Corp. to build massive data centers in Texas, while simultaneously facing competition from Chinese firms like DeepSeek that are making technological advances despite U.S. export controls on advanced semiconductors. See Also: Elon Musk Says 'Hang On To Your Stock' In Surprise Late-Evening Tesla All-Hands Meeting -- Touts 7 Million EVs, Optimus Robot, And AI Supercomputer Dojo Why It Matters: The administration is also reviewing AI regulatory approaches following proposals from companies like OpenAI, which has urged reduced regulation and highlighted potential threats from Chinese AI technology. High-level meetings between tech executives and Trump have included Michael Dell of Dell Technologies Inc., which projects its AI server business to reach $15 billion in fiscal year 2026. Cisco and Nvidia announced a partnership to deliver AI technology to enterprises with new infrastructure. According to Huang, AI has "reinvented the entire computing stack" and requires a complete overhaul of enterprise systems. "We need to go and rerack the whole world's companies," Huang said. Read Next: Perplexity Can Make 'Apple Intelligence Work' Says CEO Aravind Srinivas As iPhone Maker Attracts Criticism On Siri And AI Delays Image Via Shutterstock Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. CSCOCisco Systems Inc$60.57-0.90%OverviewDELLDell Technologies Inc$99.100.38%NVDANVIDIA Corp$118.170.55%ORCLOracle Corp$152.720.18%Market News and Data brought to you by Benzinga APIs