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On Thu, 1 May, 8:02 AM UTC
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[1]
Nvidia asks US government to ease AI GPU export rules, but Trump administration plans tighter controls
Nvidia CEO Jensen Huang has once again called the U.S. government to revise the previous administration's AI processors export restrictions, arguing that these regulations hinder American companies from fully participating in global markets, according to a report from Bloomberg. However, the current administration seems to disagree, as it plans to further restrict exports of AI GPUs so it can use them as bargaining chips when negotiating trade deals with other nations, according to Reuters. "I am not sure what the new AI Diffusion Rule is going to be, but whatever happens to be, it it really has to recognize that the world has changed fundamentally since the previous AI diffusion rule was was released," Huang said at the Hill and Valley Forum, where business leaders and lawmakers gather to discuss technology and national security, according to Bloomberg Podcasts. "We need to accelerate the diffusion of American AI technology around the world, so the policies and encouragement from the administration really need to be behind that." According to the AI Diffusion framework introduced by the Biden administration, access to advanced AI chips such as Nvidia's H100 is only unrestricted for companies based in the U.S. "Tier 1" nations (a group of 18 allied nations). Those located in "Tier 2" nations face annual limits, capped at roughly 50,000 units of H100-class processors, unless they obtain verified end user (VEU) approval. (However, firms from Tier 2 regions can import up to 1,700 units per year without requiring an export license -- these smaller purchases do not count toward the 50,000-unit national cap.) For countries under arms embargoes -- "Tier 3" -- including China, Russia, and Macau, nearly all shipments of advanced AI processors are effectively barred. The Trump administration is currently evaluating this tiered structure to enhance its clarity and enforceability. Nvidia has criticized Biden's AI Diffusion Rule, saying that restrictions of American GPU exports will support development and proliferation of competing hardware, software, and standards -- specifically those developed in China. Therefore, Nvidia and its CEO have been advocating for change. While the Trump administration agrees that change is needed, it looks like it may not be the change Nvidia and other American hardware developers are hoping for. Under the proposed revisions, the tiered model may be replaced by a global licensing regime involving formal agreements between governments. This would enable the U.S. to negotiate access on a case-by-case basis, giving the U.S. government more leverage in trade discussions. Officials are also considering a change to the volume of chips that can be exported without formal approval. Currently, shipments of less than 1,700 H100-class units can be made with only a notification; this threshold may be lowered to 500 units. Former U.S. Secretary of Commerce Wilbur Ross confirmed this approach is under consideration, though no decisions have been finalized, according to Reuters. If the new rules are applied, Nvidia's success will depend not on the capabilities and performance of its GPUs, but rather on trade deals inked between the U.S. government and other nations. Needless to say, at least some nations might prefer to deal with China's Huawei -- which is just behind Nvidia, according to Huang. "China is not behind anybody, China is right behind us, we are very, very close," Huang said. "There is no question that Huawei is one of the most formidable technology companies in the world, and they are incredible in computing, they are incredible in networking technology, and in software capabilities, all of the essential capabilities to advance AI. And they have they've made enormous progress in the last several years." Follow Tom's Hardware on Google News to get our up-to-date news, analysis, and reviews in your feeds. Make sure to click the Follow button.
[2]
Nvidia CEO says Trump should revise AI chip export rules, Bloomberg News reports
April 30 (Reuters) - Nvidia (NVDA.O), opens new tab CEO Jensen Huang said he would like the Trump administration to change the regulations related to exporting AI technology from the U.S. for businesses to better capitalize on future opportunities, Bloomberg News reported on Wednesday. The administration is considering changes to a Biden-era regulation that restricts access to advanced U.S. artificial intelligence chips, including possibly eliminating a tiered system that determines how many chips countries can obtain, Reuters reported on Tuesday. The Framework for Artificial Intelligence Diffusion is set to take effect on May 15 and aims to limit the most powerful AI chips and certain model weights from companies like Nvidia to keep cutting-edge computing within the U.S. and its close allies. The White House and Nvidia did not immediately respond to Reuters requests for comment. "I'm not sure what the new diffusion rule is going to be, but whatever it turns out to be, it really has to recognize that the world has changed fundamentally since the previous diffusion rule was released," Huang said in a brief meeting with the media, according to the Bloomberg News report. Earlier in the day, Huang expressed confidence in the company's ability to manufacture chips domestically using the resources available within the U.S., according to an interview by CNBC. Reporting by Harshita Mary Varghese in Bengaluru Our Standards: The Thomson Reuters Trust Principles., opens new tab Suggested Topics:Artificial Intelligence
[3]
Nvidia CEO Jensen Huang warns China is 'not behind' in AI
Nvidia CEO Jensen Huang said on Wednesday that China is "not behind" in artificial intelligence, and that Huawei is "one of the most formidable technology companies in the world." Speaking to reporters at a tech conference in Washington, D.C., Huang said China may be "right behind" the U.S. for now, but it's a narrow gap. "We are very close," he said. "Remember this is a long-time, infinite race." Nvidia has become key to the world economy over the past few years as it makes the chips powering the majority of recent advanced AI applications. The company faces growing hurdles in the U.S., including tariffs and a pending Biden-era regulation that would restrict the shipment of its most advanced AI chips to many countries around the world. The Trump administration this month restricted the shipment of Nvidia's H20 chips to China without a license. That technology, which is related to the Hopper chips used in the rest of the world, was developed to comply with previous U.S. export restrictions. Nvidia said it would take a $5.5 billion hit on the restriction. Huawei, which is on a U.S. trade blacklist, is reportedly working on an AI chip of its own for Chinese customers. "They're incredible in computing and network tech, all these central capabilities to advance AI," Huang said. "They have made enormous progress in the last several years." Nvidia has made the case that U.S. policy should focus on making its companies competitive, and that restricting chip sales to China and other countries threatens U.S. technology leadership. Huang called again for the U.S. government to focus on AI policies that accelerate the technology's development. "This is an industry that we will have to compete for," Huang said. Trump on Wednesday called Huang "my friend Jensen," cheering the company's recent announcement that it planned to build $500 billion in AI infrastructure in the U.S. over the next five years. Huang said he believes Nvidia will be able to manufacture its AI devices in the U.S. The company said earlier this month that it will assemble AI servers with its manufacturing partner Foxconn near Houston. "With willpower and the resources of our country, I'm certain we can manufacture onshore," Huang said. Nvidia shares are down more than 20% this year, sliding along with the broader market, after almost tripling in value last year. The stock fell almost 3% on Wednesday.
[4]
China's new chip rules are a warning shot to US tech firms
Nvidia CEO Jensen Huang concluded his whirlwind 48-hour trip to China on April 19. During his visit, rumors swirled around Nvidia setting up a factory in the country. Media reports suggested that Nvidia was considering establishing a joint venture in China to maintain its CUDA ecosystem and potentially prepare to spin off its operations in China. Nvidia, however, dismissed the reports as completely false. Still, one message was clear: Huang's appearance -- trading his signature black leather jacket for a business suit -- signaled that despite US export restrictions, the company walking away from China just yet. Previously, Nvidia had developed the H20 chip specifically for the Chinese market. But in a fresh blow, the chip was recently added to the US export control list as Washington moves to limit China's access to advanced AI hardware. Despite having only 15-20 percent of the H100 chip's computing power and about 80 percent of the inference performance of the A100, the H20 remains the most powerful Nvidia chip Chinese AI companies can legally get their hands on.
[5]
'China is right behind us': Jensen Huang says we need to 'accelerate the diffusion of American AI technology around the world'
What do you get when you cross a giant global tech company with an overtly 'America-first' US administration? It looks like the answer is: Policy talk that mixes a strange blend of globalisation and patriotism. Case and point, Jensen Huang's recent comments on President Trump's potential upcoming changes to chip export rules. The Nvidia CEO tells Bloomberg that any new rule around exports, whatever it is, "really has to recognise that the world has changed fundamentally since the previous diffusion rule was released. We need to accelerate the diffusion of American AI technology around the world. And so the policies and the encouragement from the administration really needs to be behind that." This is in reference to the so-called Diffusion rule (the Framework for Artificial Intelligence Diffusion) which was issued just before the end of the previous US administration. Should it come into effect this month, it would split the world's countries into three groups: those that can receive chips from the US, those that can only receive some, and those that are blocked completely. President Trump, however, is reportedly considering scrapping this approach and instead requiring licensing on a per-country basis -- if a country wants chips, it must get a license. This would, so the argument goes, give the US more bargaining power over tariffs and enable a more fine-tuned approach to chip exports. But Jensen Huang, CEO of Nvidia, the world's biggest (fabless) chip making company, here seems to be encouraging the US administration to be a little more lax with its approach. This is presumably because requiring each individual country to acquire a license might help with bargaining power, but will surely also at the very least slow down exports. When asked about Chinese company Huawei's chips and how competitive they are to Nvidia's, Huang reiterates the importance of making more, not less: "Whatever policy the administration puts together really should enable us to accelerate the development of AI, enable us to compete on a global stage." And as if to really hit this point home for the patriots in the room, he also reiterates the importance of being competitive in this industry against China. He says: "China is not behind... China is right behind us. We're very, very close. But remember, this is an infinite race. In the world of life there's no two-minute, end of the quarter, there's no such thing, so we're going to compete for a long time. "Just remember that this is a country with great wealth, and they have great technical capabilities. 50% of the world's AI researchers are Chinese, and so this is an industry that we will have to compete for." That there is somewhat of an AI arms race between China and the US I think goes without saying, but the real question is whether more or less export controls is the way to combat that. The Nvidia CEO here seems to be suggesting, even if not outright saying, that the way to remain competitive is to get its chips out there, to "accelerate the diffusion of American AI technology around the world." The counter-argument would be that more exports means more of a chance that AI chips will end up in China. We've already seen tons of chips that are banned from being sold to China ending up in there via third parties. The counter-argument to Huang might be that freer exports would only make such occurrences more likely. Plus, to my ears, laying so much emphasis on the American-ness of Nvidia's chips rings a little hollow. We're not dealing with Ford cars here. Remember, Nvidia doesn't physically make its own chips and most of them come out of Taiwan as TSMC-made. And sure, TSMC is increasing its US production with a promised $100 billion investment, but Taiwan is looking to block TSMC from having its best chips be made in the US. And regardless, most of its production is still coming out of Taiwan and will be for some time. It just seems a bit of a stretch to think of Nvidia exports as an export of American manufacturing in any meaningful sense that could combat, rather than bolster, China in its race against the US for AI supremacy. But that's just one man's opinion -- I'd hope the big wigs in the policy discussion rooms are entertaining a little more nuance. It could also be an argument about profits: More exports equals more money for Nvidia equals more money for a US company making AI chips. Perhaps it's as simple as that -- I suppose things do usually boil down to money, in the end.
[6]
Nvidia CEO Jensen Huang warns China is 'not behind' in AI
Nvidia CEO Jensen Huang speaks Tuesday at the Hill and Valley Forum at the U.S. Capitol.Kevin Dietsch / Getty Images Nvidia CEO Jensen Huang said on Wednesday that China is "not behind" in artificial intelligence, and that Huawei is "one of the most formidable technology companies in the world." Speaking to reporters at a tech conference in Washington, D.C., Huang said China may be "right behind" the U.S. for now, but it's a narrow gap. "We are very close," he said. "Remember this is a long-time, infinite race." Nvidia has become key to the world economy over the past few years as it makes the chips powering the majority of recent advanced AI applications. The company faces growing hurdles in the U.S., including tariffs and a pending Biden-era regulation that would restrict the shipment of its most advanced AI chips to many countries around the world. The Trump administration this month restricted the shipment of Nvidia's H20 chips to China without a license. That technology, which is related to the Hopper chips used in the rest of the world, was developed to comply with previous U.S. export restrictions. Nvidia said it would take a $5.5 billion hit on the restriction. Huawei, which is on a U.S. trade blacklist, is reportedly working on an AI chip of its own for Chinese customers. "They're incredible in computing and network tech, all these central capabilities to advance AI," Huang said. "They have made enormous progress in the last several years." Nvidia has made the case that U.S. policy should focus on making its companies competitive, and that restricting chip sales to China and other countries threatens U.S. technology leadership. Huang called again for the U.S. government to focus on AI policies that accelerate the technology's development. "This is an industry that we will have to compete for," Huang said. Trump on Wednesday called Huang "my friend Jensen," cheering the company's recent announcement that it planned to build $500 billion in AI infrastructure in the U.S. over the next five years. Huang said he believes Nvidia will be able to manufacture its AI devices in the U.S. The company said earlier this month that it will assemble AI servers with its manufacturing partner Foxconn near Houston. "With willpower and the resources of our country, I'm certain we can manufacture onshore," Huang said. Nvidia shares are down more than 20% this year, sliding along with the broader market, after almost tripling in value last year. The stock fell almost 3% on Wednesday.
[7]
After share price fall, another problem is troubling Nvidia CEO Jensen Huang, he urges American policymakers to intervene urgently
Nvidia CEO Jensen Huang urges US policymakers to prioritize AI and invest in workforce training to maintain a competitive edge. He highlights China's significant AI research presence and draws parallels to past technological revolutions where rapid adoption led to success. Nvidia faces challenges due to US-China trade tensions, impacting processor sales.Nvidia Chief Executive Jensen Huang has pushed American policymakers to make artificial intelligence (AI) a national priority, underscoring the urgent need for investment in workforce training to compete in the global AI race, as per a report. During a speech at the Hill & Valley Forum in Washington, D.C., Huang reiterated that the US needs to use AI technology at its full potential and invest in reskilling employees to tap into its potential, according to Benzinga. Huang said, "To lead, the U.S. must embrace the technology, invest in reskilling, and equip every worker to build with it," quoted Benzinga. The CEO also emphasized the importance of understanding competitive advantages in the AI race, saying that "50% of the world's AI researchers are Chinese" -- a factor he says must "play into how we think about the game," as quoted in the report. He also explained by pointing out how the United States had succeeded historically because it "applied steel, applied energy faster than any country," rather than worrying about labour displacement, reported Benzinga. Huang said, "This is an infinite game," as quoted in the report. His remarks come at a time when his company is facing challenges due to the ongoing US-China trade war, as per the report. After new export restrictions in the US, Nvidia had to suspend its H20 processor sales to China, which the company estimates will reduce earnings by $5.5 billion, reported Benzinga. However, Huang remains optimistic about his company as he predicts AI will eventually handle "20, 30, 40% of 100% of the jobs in the world," quoted Benzinga. How does Huang compare AI to past technological revolutions? He draws parallels to the historical adoption of steel and energy, saying the U.S. succeeded because it embraced new technologies quickly, as per the report. What challenges is Nvidia facing? Due to the US-China trade tensions, Nvidia has had to stop sales of its H20 processors to China, which may cause $5.5 billion loss, as per Benzinga.
[8]
NVIDIA CEO Jensen Huang Says President Trump Should Rethink AI Export Controls, Claims Wrong Policy Will Give China An Edge
NVIDIA's CEO is apparently demanding that the Trump administration rethink its approach to the AI Diffusion rule, claiming that the export controls have transformed China into a direct rival. Well, it seems like the US administration is going to make one of the most important decisions when it comes to safeguarding America's position as the dominant AI force. For those unaware, the AI Diffusion policy, initially introduced by the Biden administration, is set to go into implementation by May 15, and it is reported that the current government plans to change the policy, as reported earlier. Now, in a brief meeting with the press, NVIDIA's Jensen Huang has demanded that the Trump administration prioritize the sustainability of American businesses: We need to accelerate the diffusion of American AI technology around the world. The policies and encouragement from the administration really need to support that. I'm not sure what the new diffusion rule is going to be, but whatever it turns out to be, it really has to recognize that the world has changed fundamentally since the previous diffusion rule was released. - NVIDIA's CEO via Bloomberg For those unaware, the AI Diffusion rule initially divided global nations into different tiers, each coming in with varied restrictions. Now, it is claimed that the Trump administration plans to change the policy in order to use AI hardware as a "negotiating tool" for the tariff deal. The government is rumored to implement a licensing scheme, which means that countries looking to access cutting-edge AI chips from the US would need a license. Ultimately, this will allow the Trump administration to nitpick which country they would want AI chips exported to. With this policy being implemented, it is clear that companies like NVIDIA will suffer a lot, given that their market presence in "unfavoured regions" by the US will be reduced dramatically, and this includes China as well. NVIDIA's CEO also said that China is growing to be a formidable rival through the innovations driven by Huawei in the AI segment has positioned the nation to produce cutting-edge chips using in-house resources.
[9]
Nvidia CEO Jensen Huang Sounds Alarm As 50% Of AI Researchers Are Chinese, Urges America To Reskill Amid 'Infinite Game' - NVIDIA (NASDAQ:NVDA), C3.ai (NYSE:AI)
NVIDIA Corp. NVDA CEO Jensen Huang has urged American policymakers on Thursday to fully embrace artificial intelligence as a long-term strategic priority that demands national investment in workforce development. What Happened: Huang, speaking at Hill & Valley Forum in Washington, DC, said, "To lead, the U.S. must embrace the technology, invest in reskilling, and equip every worker to build with it." Huang stressed the importance of understanding competitive advantages in the AI race, noting that "50% of the world's AI researchers are Chinese" -- a factor he says must "play into how we think about the game." Huang compared today's AI revolution to previous industrial transformations, arguing that the United States succeeded historically because it "applied steel, applied energy faster than any country," rather than worrying about labor displacement. "This is an infinite game," Huang said. Get StartedStart Futures Trading Fast -- with a $200 Bonus Join Plus500 today and get up to $200 to start trading real futures. Practice with free paper trading, then jump into live markets with lightning-fast execution, low commissions, and full regulatory protection. Get Started See Also: Eli Lilly Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts Why It Matters: Huang's comments come amid escalating U.S.-China tensions over AI chip exports. Recently, Nvidia faced new export restrictions affecting its H20 processor sales to China, which the company estimates will reduce earnings by $5.5 billion. During his recent GTC 2025 keynote, Huang unveiled Groot N1, a foundation model for humanoid robots, addressing what he describes as a looming global labor shortage. "By the end of this decade, the world is going to be at least 50 million workers short," he said, suggesting robots could fill these gaps. Despite supply constraints for Nvidia's in-demand Blackwell chips, Huang remains optimistic, telling Fox Business Network that "demand is just incredible" as the company works to scale production. He predicts AI will eventually handle "20, 30, 40% of 100% of the jobs in the world," emphasizing the importance of workforce adaptation. Read More: Microsoft Plans To Leverage A 'Malleable Resource' To Thrive In A Recession, Satya Nadella Explains Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. AIC3.ai Inc$22.452.00%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum38.74Growth60.90Quality-Value51.99Price TrendShortMediumLongOverviewNVDANVIDIA Corp$113.023.76%Market News and Data brought to you by Benzinga APIs
[10]
Nvidia CEO Jensen Huang Warns US Lawmakers Are Fueling Rise Of China's Huawei With Their Chip Export Bans - NVIDIA (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN)
On Thursday, Nvidia Corporation NVDA CEO Jensen Huang told U.S. lawmakers that export restrictions on AI chips may be helping China's Huawei Technologies gain a competitive foothold in the global artificial intelligence race. What Happened: In a closed-door meeting with the House Foreign Affairs Committee, Huang and other Nvidia executives raised concerns that U.S. efforts to limit China's access to cutting-edge chips may be having unintended consequences, reported Reuters, citing a senior Congressional committee staff source. "If DeepSeek R1 had been trained on [Huawei chips] or a future open-source Chinese model had been trained to be highly optimized to Huawei chips, that would risk creating a global market demand for Huawei chips," a source told the publication. See Also: Nvidia's Jensen Huang Meets Japanese PM To Discuss AI's Growing Energy Needs In a statement, Nvidia spokesperson John Rizzo confirmed Huang's meeting with lawmakers, saying he discussed "the strategic importance of AI as national infrastructure and the need to invest in U.S. manufacturing," the report noted. Rizzo added that Huang "reaffirmed Nvidia's full support for the government's efforts to promote American technology and interests around the world." Why It Matters: On the same day, Nvidia also criticized Amazon.com, Inc. AMZN-backed Anthropic for its allegations related to AI chip export restrictions, urging American firms to focus on innovation instead of making exaggerated allegations, reported CNBC. Last month, the U.S. government barred Nvidia from selling its H20 chip, designed specifically for the Chinese market, after initial shipments began. Get StartedStart Futures Trading Fast -- with a $200 Bonus Join Plus500 today and get up to $200 to start trading real futures. Practice with free paper trading, then jump into live markets with lightning-fast execution, low commissions, and full regulatory protection. Get Started Nvidia expects to take a $5.5 billion hit in the first quarter ending April 27, tied to inventory and purchase commitments for its H20 chip. Huawei has begun to fill the vacuum left by Nvidia's constrained presence. Last month, it was reported that the Chinese tech giant was preparing mass shipments of its own AI chips as demand for alternatives surged in China. Price Action: Nvidia shares have declined 19.30% year-to-date but remain up 34.41% over the past 12 months. On Thursday, the stock rose 2.47% to close at $111.61, according to Benzinga Pro. Benzinga Edge Stock Rankings gives Nvidia a strong growth score of 94.78%. Click here to see how it stacks up against other top tech companies. Read More: 'Most People Don't Have The B**ls To Do It,' Says Mark Cuban, Praising Musk For Going 'All In' With His Own Money For His Startups Photo Courtesy: glen photo via Shutterstock Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. AMZNAmazon.com Inc$184.10-0.17%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum64.44Growth94.08Quality73.76Value49.42Price TrendShortMediumLongOverviewNVDANVIDIA Corp$111.102.00%Market News and Data brought to you by Benzinga APIs
[11]
Nvidia CEO calls for revised AI export rules to boost global competitiveness By Investing.com
Investing.com -- Jensen Huang, the Chief Executive Officer of Nvidia Corp . (NASDAQ:NVDA), has urged the Trump administration to revise the regulations governing the export of artificial intelligence (AI) technology from the United States. Huang's remarks come as he seeks to enhance the global competitiveness of American businesses in the AI sector. Huang, whose company is a leading provider of AI chips for training artificial intelligence models, including for OpenAI, expressed his views during a CNBC interview. He emphasized the need for the diffusion of American AI technology worldwide and called for supportive policies and encouragement from the administration. At present, Nvidia is restricted from selling its most advanced products to customers in China. The Biden administration has proposed an additional policy for AI diffusion, which involves limiting the sale of AI technology to countries around the world based on three bands of qualification. Huang expressed uncertainty over the new diffusion rule, but stressed that it must take into account the significant changes that have occurred globally since the previous rule was implemented. In addition to his comments on export regulations, Huang also highlighted the growing technological rivalry with China. He noted that China is not lagging behind in AI technology, and specifically mentioned Huawei Technologies Co., a Chinese telecom giant that has ventured into designing its own AI chips. According to Huang, the competition between the US and China in the AI sector is extremely close.
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Nvidia CEO Jensen Huang calls for relaxation of AI chip export restrictions, highlighting global competition and China's progress in AI technology. The Trump administration considers revising export policies, potentially impacting the AI industry landscape.
Nvidia CEO Jensen Huang has called on the U.S. government to revise its AI processor export restrictions, arguing that current regulations hinder American companies from fully participating in global markets 12. Huang emphasized the need to "accelerate the diffusion of American AI technology around the world," highlighting the fundamental changes in the global AI landscape since the previous rules were implemented 1.
The Biden administration's AI Diffusion framework, set to take effect on May 15, currently restricts access to advanced AI chips like Nvidia's H100 to the U.S. and 18 allied nations 1. The framework employs a tiered system, with annual limits for "Tier 2" nations and near-total bans for "Tier 3" countries under arms embargoes 1.
However, the Trump administration is considering replacing this tiered model with a global licensing regime 1. This change would allow the U.S. to negotiate access on a case-by-case basis, potentially giving the government more leverage in trade discussions 1. The administration is also considering lowering the threshold for shipments that can be made without formal approval from 1,700 to 500 H100-class units 1.
Huang's comments come amid growing concerns about global competition in AI technology, particularly from China. The Nvidia CEO stated that "China is not behind anybody, China is right behind us, we are very, very close" 3. He specifically mentioned Huawei as "one of the most formidable technology companies in the world," noting their progress in computing, networking technology, and software capabilities essential for AI advancement 13.
The potential changes to export rules could significantly impact Nvidia's business strategy and success. If implemented, Nvidia's performance may depend more on trade deals between the U.S. government and other nations rather than solely on the capabilities of its GPUs 1. The company has already faced setbacks, including a recent $5.5 billion hit due to restrictions on shipping its H20 chips to China 3.
The debate surrounding AI chip export rules highlights the complex balance between national security concerns and maintaining global competitiveness. While some argue for stricter controls to prevent advanced technology from reaching potential adversaries, others, like Huang, emphasize the importance of widespread adoption of American AI technology to maintain a competitive edge 45.
As the AI industry continues to evolve rapidly, the outcome of these policy discussions will likely have far-reaching implications for companies like Nvidia and the global AI landscape. The industry awaits final decisions on export regulations, which will shape the future of AI development and international collaboration in this critical technological field 25.
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Nvidia CEO Jensen Huang discusses the future of AI development and global cooperation in technology, addressing concerns about potential restrictions under a new Trump administration while highlighting China's contributions to the field.
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Nvidia CEO Jensen Huang discusses the future of AI, emphasizing the need for US companies to become "AI factories" and the importance of domestic manufacturing and skilled trades in the AI revolution.
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Huawei unveils its most powerful AI chip, the Ascend 920, in response to US export restrictions on Nvidia's chips to China. This development could reshape the global AI chip market and intensify the tech rivalry between the US and China.
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Nvidia CEO Jensen Huang discusses the company's evolution into an AI infrastructure provider, addresses concerns about tariffs and market competition, and emphasizes the importance of faster chips in reducing AI costs.
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President Trump meets with Nvidia CEO to discuss AI chip exports and the rise of China's DeepSeek, as lawmakers urge for tighter export controls on advanced AI chips.
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