Nvidia CEO Jensen Huang Calls Trump’s Tariff Plan a Visionary Move for US Manufacturing

Nvidia CEO Praises Trump’s Tariff Strategy as Visionary for U.S. Manufacturing

Nvidia CEO Jensen Huang recently spoke with Bloomberg following the company's record $44 billion revenue report. During the interview, he shared candid views on U.S. policies affecting technology exports, tariffs, and artificial intelligence (AI) development.

Tariffs as a Catalyst for Onshoring Manufacturing

When asked about President Trump’s tariff policies, Huang called the idea "utterly visionary." He highlighted tariffs as a bold move to reindustrialize the U.S. and attract global investment back to American soil.

“The idea of tariffs being a pillar of a bold vision to re-industrialize to onshore manufacturing and motivate the world to invest in the United States is just an incredible vision,” Huang explained. Nvidia is backing this strategy by building new plants and encouraging partners worldwide to increase their U.S. investments.

Rescinding the AI Diffusion Rule: Accelerating U.S. AI Leadership

Huang also praised the decision to rescind the AI diffusion rule, emphasizing its role in accelerating American AI technology adoption globally. He sees this move as critical to ensuring that the world builds on American AI foundations during this pivotal era.

He described these two policies—tariffs and lifting AI restrictions—as transformative initiatives that could shape the U.S. economy for decades.

Adjusting to Shifts in the China Market

The interview touched on Nvidia’s strategy to offset lost revenue from China. Huang noted a diversified approach with multiple growth engines active across markets. He also touted Nvidia’s latest technology, Blackwell, as a major success.

However, Huang expressed concern about reduced U.S. influence in China’s AI sector, which still hosts about half of the world’s AI researchers. Chinese developers are moving towards domestic players like Huawei, a shift Huang called "unfortunate" but tied to changing policies.

Supporting Immigration and Innovation

On immigration, Huang advocated for streamlined access to top engineers and scientists, recognizing talent as vital for U.S. tech leadership. He also praised Elon Musk, calling him an “extraordinary engineer” leading groundbreaking companies.

AI as Critical Infrastructure in Europe

Looking ahead, Huang plans to meet European leaders to discuss AI’s role in national infrastructure, comparing it to essential utilities like electricity and the internet. Europe appears ready to embrace AI as a foundational technology.

Executives and strategists can glean from Huang’s remarks the importance of aligning business plans with evolving trade and technology policies. Understanding these shifts will be crucial for maintaining competitive advantage and fostering innovation.

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