Jensen Huang

Nvidia CEO Jensen Huang voiced concerns over proposed H-1B visa fee increases, suggesting it could hinder opportunities for immigrants like himself. He emphasized immigration’s vital role in the “American dream,” while acknowledging the need for policy “enhancements.” The policy’s impact on the tech industry, a major H-1B visa user, is debated. Tech leaders have split opinions with some prioritizing efficient access to top talent versus prioritizing domestic workers and streamlining the process for “high value jobs.” The changes’ long-term consequences for U.S. tech competitiveness remain uncertain.

Nvidia CEO Jensen Huang warns that the U.S. is “not far ahead” of China in AI, urging a nuanced strategy amidst intensifying competition. He acknowledges advancements in Chinese AI models and infrastructure, noting their lead in certain open-source aspects and energy production. Despite U.S. chip advantages, Huawei is challenging its dominance. Huang emphasizes the need for American companies to accelerate AI adoption and cautions against isolating U.S. technology, highlighting China’s significant market share and innovation in AI. He stresses the importance of global engagement to win the AI race.

Nvidia CEO Jensen Huang says AI computing demand has surged, driven by advanced AI models requiring exponential computational resources. The demand for Nvidia’s Blackwell GPU is exceptionally high, marking the start of a new industrial revolution. Nvidia recently invested $100 billion in OpenAI’s data center expansion. Huang notes China’s rapid AI infrastructure deployment outpacing the U.S. He advocates for AI to invest in off-grid power generation, like natural gas or nuclear, to avoid impacting consumer electricity prices, emphasizing the need for faster energy solutions.

Nvidia CEO Jensen Huang will reportedly join President Trump on a state visit to the U.K., potentially alongside other tech leaders. This follows Nvidia’s increased engagement with the Trump administration amidst concerns about access to the Chinese market for its AI chips. Huang emphasizes that allowing Nvidia to export to China will bolster U.S. AI dominance and national security. Nvidia is seeking licenses to sell its Blackwell series chips to China, making the U.K. visit a potentially crucial opportunity for negotiations. The company anticipates selling up to $5 billion of H20 chips this quarter, depending on geopolitics.

Nvidia’s Q2 earnings beat expectations with a 56% revenue surge to $46.74B and EPS of $1.05. Data center revenue, while growing 56% YoY, slightly missed estimates for the second consecutive quarter. Nvidia forecasts $54B in revenue for the next quarter, excluding potential China H20 shipments. CEO Jensen Huang highlighted the immense long-term AI opportunity, projecting infrastructure spending could reach $3-4 trillion by 2030. Analysts maintain a positive outlook, citing solid growth and consistent performance.

Nvidia CEO Jensen Huang suggests a possible introduction of the Blackwell processor to China, advocating for eased U.S. restrictions. He anticipates a robust 50% growth in China’s AI market. Huang previously sought export licenses for the H20 chip, reaching an agreement involving revenue sharing with the U.S. government. Nvidia may need to modify Blackwell chips to comply with export rules, balancing cutting-edge technology deployment with national security. Despite uncertainties, Nvidia projects strong revenue, highlighting China’s $50 billion potential market value.

WSTS forecasts a strong semiconductor market with $180 billion in sales for Q2 2025, a 19.6% year-over-year increase. This marks the sixth consecutive quarter of over 18% YoY growth. Nvidia leads the ranking of top semiconductor companies (excluding foundries and companies like Apple) with a projected $45 billion in revenue. Memory giants Samsung and SK Hynix follow. Nvidia’s stock surge, driven by AI demand, has significantly increased CEO Jensen Huang’s net worth, placing him among the world’s wealthiest individuals.

*Fortune* magazine’s “100 Most Influential Business Leaders Globally” list for 2025 is topped by Nvidia CEO Jensen Huang. Chinese business leaders made a strong showing, with 11 representatives, including BYD’s Wang Chuanfu (5th). Xiaomi’s Lei Jun (16th) is highlighted for Xiaomi’s successful entry into the EV market with the SU7, surpassing Apple in this domain. Xiaomi aims to ship 350,000 cars this year, driven by a significant investment following their brief inclusion on a U.S. trade blacklist in 2021.

Nvidia CEO Jensen Huang addresses AI anxieties, arguing AI will augment, not replace, humans. He believes AI lacks ingenuity and requires human input for creativity, ethics, and emotional intelligence. Huang emphasizes that the real threat is not AI itself, but people leveraging AI surpassing those who don’t. He dismisses doomsday scenarios regarding AI safety, advocating for robust engineering, redundant systems, and explainable AI, drawing a parallel to aviation safety practices. Transparency and ethical frameworks are crucial for maintaining public trust.

In a CNBC interview, AMD CEO Lisa Su discussed topics ranging from export controls and AI’s transformative potential to competing with Nvidia and the Silicon Valley talent war. She playfully addressed the recurring question about her relationship with Nvidia’s Jensen Huang, revealing they are cousins through their maternal family lines. Su also emphasized AMD’s strategy of offering diverse solutions beyond direct competition with Intel and Nvidia. Her vision aims to showcase AMD’s unique capabilities to the world.