Jensen Huang, CEO of Nvidia, has become a key figure in the technology policy of the Trump administration, surpassing Elon Musk and Tim Cook due to his leadership role in the global AI chip market.
Jensen Huang leverages significant political influence to push important trade decisions, particularly affecting the export of AI chips to China and strengthening Nvidia's position in the global AI revolution.
MAIN CONTENT
Jensen Huang used political power to change the export ban on H20 chips to China.
Jensen Huang's influence has surpassed top technology CEOs like Tim Cook and Elon Musk.
Nvidia maintains a leading position in the AI chip market while directly influencing U.S. technology and trade policy with China.
How does Jensen Huang influence U.S.-China chip policy?
As CEO of Nvidia, Jensen Huang has directly influenced the Trump administration to reverse the export ban on H20 chips to China, helping the company clear a $4.5 billion inventory and retain Chinese customers.
He frequently meets with President Trump in Washington and participated in a visit to the UAE, signing contracts to export hundreds of thousands of GPUs, while also confronting Huawei in the chip sector.
"This is a historic victory for Nvidia and Jensen, and it demonstrates Huang's growing political influence in the Trump administration."
Dan Ives, Senior Analyst, Wedbush, 2025
Paul Triolo, a technology policy expert at DGA-Albright Stonebridge Group, confirms that Huang's strategy is consistent with David Sacks – Trump's top advisor on AI and cryptocurrency, opposing restrictions on chip exports to avoid boosting Chinese domestic solutions.
Why does Jensen Huang's influence surpass Tim Cook and Elon Musk?
During Trump's first term, Tim Cook was seen as a key figure due to Apple's ability to balance U.S.-China relations. However, after Trump was re-elected and trade tensions escalated, Cook's influence significantly declined.
Meanwhile, Jensen Huang's Nvidia rises to lead the AI chip market, promoting important chip export policies and helping the U.S. maintain high-tech status, which elevates Huang's political influence beyond Cook.
"Huang has become a global icon and has taken on a new role in politics due to his success in the AI revolution."
Dan Ives, Senior Analyst, Wedbush, 2025
In contrast, the Musk-White House relationship has recently shown signs of strain, causing the leadership position in technology influence under Trump to tilt towards Jensen Huang.
What specific event exemplifies Jensen Huang's power?
Nvidia's announcement to resume selling H20 chips to China after months of being banned shows that Jensen has conquered the White House and changed policy. This not only provides financial support for Nvidia but also strengthens the influence of the United States in the global AI chip market.
This action took place immediately after a direct meeting with Trump in Washington, marking an important victory in balancing U.S. security and economic interests against the Chinese competitor.
Political Influence Figure (2025) AI Technology Market Share U.S.-China Policy Impact Jensen Huang (Nvidia) Highest, directly meeting and influencing Trump Leading global AI chips Reversing the export ban on chips to China Tim Cook (Apple) Influence declines after 2024 iPhone production market share gradually shifts to India Cannot prevent U.S.-China trade tensions Elon Musk (Tesla, SpaceX) Relationship strained in April 2025 Less technology policy impact Removed from decision-making influence in the White House
Frequently Asked Questions
Who is the CEO of Nvidia and how does he influence U.S. policy?
Jensen Huang is the CEO of Nvidia, he has significantly influenced the change in AI chip export policy to China, enhancing the technology position of the United States.
Why was the export ban on H20 chips reversed?
The ban was opposed by Nvidia along with Trump's AI advisors, fearing that this restriction would push China to develop stronger domestic chips.
What is Tim Cook's current influence?
Tim Cook is gradually losing policy influence after 2024, Apple is shifting production out of China but is criticized for not being fast enough.
Why is Elon Musk no longer highly regarded in technology policy?
The strained relationship with the White House has cost Musk a significant position in U.S.-China trade policy influence.
What is Nvidia's role in the AI revolution?
Nvidia leads in AI chip production, playing a key role in the current U.S. technology and trade strategy.
Source: https://tintucbitcoin.com/nvidia-jensen-huang-hop-tac-cung-trump/
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