Jen-Hsun Huang Exclusive Interview: From China's Challenges to Trump and Musk, a Comprehensive Reveal of NVIDIA's Global AI Strategy Deployment

After NVIDIA announced its latest financial report, the market's focus shifted not only to the report itself but also to the substantial impact of U.S.-China technology policies on its operations. Although the revenue for the second fiscal quarter still reached around $45 billion (plus or minus 2%), approximately $8 billion of that revenue was related to the Chinese market and H20 chips, which ultimately did not realize in sales. The external concern is: How will NVIDIA successfully fill the gap from other international markets or product lines and even maintain strong growth momentum in the face of policy and geopolitical pressures?

NVIDIA CEO Jensen Huang accepted an interview with Bloomberg, providing answers to key issues such as competition in the Chinese market, the technology gap with Huawei, AI chip export controls, collaboration with Musk, U.S. policies on immigration and technology exports, and the company's expansion plans in Europe. He succinctly described NVIDIA's strategies to tackle various challenges while revealing NVIDIA's global AI strategy layout.

China market and H20 chip

Jensen Huang pointed out that with the significant technological advancements of domestic competitors in China, exemplified by Huawei, whose latest AI chip performance has approached the level of NVIDIA H200, and the launch of the Cloud Matrix system with expandable capabilities, the competitive landscape cannot be underestimated. He admitted that important past clients such as Tencent, Alibaba, and Baidu have shifted significantly towards Huawei after being unable to obtain NVIDIA chips, which is driven by policy.

Jensen Huang's views on Trump's policies

In response to the political environment in the United States and Trump's policies, he unexpectedly expressed support for two claims made by President Trump: the first is to promote the return of manufacturing and re-industrialization through tariff policies, encouraging global investment in the United States; the second is to revoke advanced chip export policies (Air Diffusion Rule), allowing the world to build on American technology during the current AI boom. He described these two policies as having generational transformative potential.

In response to concerns from the outside world regarding restrictions on international students and talent visas, Jensen Huang reiterated the contributions of immigrants and international talent to the U.S. technology industry by citing his own immigration background as an example. He called for the United States to continue attracting top talent that can make significant contributions while maintaining national security, in order to sustain its leadership position in the global technology sector.

NVIDIA and the collaboration with Elon Musk

In terms of business cooperation, Huang Renxun stated that there is deep collaboration with Elon Musk and his company Tesla, covering areas such as the AI model Grok, self-driving systems, and the Optimus humanoid robot. He candidly said: Optimus could be the first general-purpose robot capable of mass production and technology commercialization. He predicts that this will usher in the next new industrial revolution worth trillions of dollars.

Jensen Huang revealed that he will soon embark on a European tour, meeting with leaders from France, the UK, Germany, and Belgium. He emphasized that countries have generally regarded AI as a national-level infrastructure alongside electricity and the internet, and are actively collaborating with NVIDIA to promote the layout of "AI factories," marking the entry of global AI investment into the infrastructure stage.

This interview reveals how Jensen Huang positions NVIDIA in the global AI landscape, clearly reflecting the new world intertwined by geopolitics, industry competition, and technology policy.

This article Huang Renxun interview: From the challenges in China to Trump and Musk, fully revealing NVIDIA's global AI strategic layout first appeared in Chain News ABMedia.