
"At the GTC conference on Tuesday, Nvidia's CEO went out of his way to repeatedly praise Donald Trump and his policies for accelerating domestic tech investment while warning that excluding China from Nvidia's ecosystem could limit US access to half the world's AI developers. The overall event stressed Nvidia's role as an American company, with Huang even nodding to Trump's signature slogan in his sign-off by thanking the audience for "making America great again.""
"Trump's cooperation is paramount for Nvidia because US export controls have effectively blocked Nvidia's AI chips from China, costing the company billions of dollars in revenue. Bob O'Donnell of TECHnalysis Research told Reuters that "Nvidia clearly brought their story to DC to both educate and gain favor with the US government. They managed to hit most of the hottest and most influential topics in tech.""
"Beyond the political messaging, Huang announced a series of partnerships and deals that apparently helped ease investor concerns about Nvidia's future. The company announced collaborations with Uber Technologies, Palantir Technologies, and CrowdStrike Holdings, among others. Nvidia also revealed a $1 billion investment in Nokia to support the telecommunications company's shift toward AI and 6G networking."
Nvidia emphasized alignment with US policymakers and praised Donald Trump for spurring domestic tech investment while warning that excluding China could limit US access to half of the world’s AI developers. US export controls have blocked Nvidia's AI chips from China, costing the company billions in revenue. Nvidia announced partnerships with Uber, Palantir, CrowdStrike, and a $1 billion investment in Nokia to support AI and 6G networking. The Uber deal targets powering 100,000 self-driving vehicles. Palantir will pair Nvidia tech with its Ontology platform for logistics, and Eli Lilly plans a supercomputer using over 1,000 Blackwell AI accelerators.
Read at Ars Technica
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