Jensen Huang eclipses Elon Musk and Tim Cook in Washington
US President Donald Trump (L) listens to NVIDIA CEO Jensen Huang’s speech at the Cross Hall of the White House during an event on “Investing in America” at Washington DC on April 30, 2025.
Andrew Harnik | Getty Images
Under the first Donald Trump, the Chinese-US trade war saw Apple CEO Tim Cook going to an attraction attack with the president. Beijing.
Apple avoided US tariffs and Cook became a talented policy navigator and Beijing as a leading American business ambassador.
However, at Trump 2.0, Apple did not lose its crown to Nvidia as the most valuable company in America, and several technology experts said that Jensen Huang, the charismatic leader of AI Darling, left Cook in a political impact.
“Huang became a global figure and took a politically new role for his success in the AI revolution, Wed Wedbush’s Dan Ivesh said that the importance of Nvidia’s AI chips” vault in front of Cook “.
“He found himself in a very strong position to navigate in the political landscape … [as] There is only one chip in the world that fuels the AI revolution, and this is Nvidia. “He said.
As Nvidia’s CEO’s CEO last week, Huang’s political rise has never been so strong, as Huang’s optics were not so strong.
Huang’s ‘History’ Week
The H20 chip exports to China was restricted earlier this year – a movement of Huang’s explicitly on the lobby.
“This was a historical win for Nvidia and Jensen … And I think it shows the increasing political impact of Huang’s Trump administration.” He said. Huang met Trump just before his visit to China.
The reversal of H20 is linked to trade negotiations between the US and China. However, several experts told CNBC that Huang’s lobbying plays a major role.
NVIDIA CEO met with Trump many times this year, including participating in a trip to the Middle East in May. The great AI agreement to see the delivery of hundreds of thousands of Nvidia to the United Arab Emirates.
The Emirates Agreement was seen as a way of pushing America’s global technology leadership, and it has strengthened the pile of technology in a new market on its potential competitors such as China’s Huawei.
After the journey, Huang argued that America will erode the technology leadership for the benefit of local Chinese players, and began to sue against US chipset restrictions.
According to A report This was also a narrative behind the scenes to Huang’s Trump and officials from the New York Times.
Paul Triolo, Vice President of Chinese Senior and DGA-Albright Stonebridge Group, said that CNBC is compatible with CNBC that Huang’s arguments are compatible with the thought of effective White House and Crypto Czar David sacks, and that he shook the management to remove the restrictions in H20 chip exports.
“Sacks and Huang, elite and non -fragile GPUs such as the limitation of US technology to Chinese companies, the risk of pushing Chinese companies to use local alternatives … At the end of the day, this argument probably carried the day on the H20 issue.” He said.
It is unclear when NVIDIA will restart the production lines of H20, but if the NVIDIA can sell the existing stocks of the existing H20s, Triolo added to “an important increase in income and Nvidia to protect the good intentions of customers in China.” Nvidia said it bought a 4.5 billion dollars of Writedown in its unatrored H20 inventory in May.
Huang said Last week, every civilian AI model should work in a pile of US technology, Nvidia’s soon continues to sell H20, “the world encourages nations to choose America”.
Not musk, not food
When Trump won the second presidential election in November, many of them expect a different technology CEO to have the highest impact on administration and act as a bridge between the US and China. However, Elon Musk from Tesla made a very public separation with Trump.
In November, experts said that the CNBC’s close ties with Trump and his commercial interests in China can help the president soften the aggressive trade stance against Beijing. Against a lot of stocks on Tesla CEO.
Meanwhile, under the second presidency of Trump, Apple’s cook saw a strong return from the administration.
In May, Trump said in February, despite the iPhone manufacturer’s $ 500 billion investment commitment to the United States, on Apple production products in India, “a small problem with Tim Cook”.
In response to the latest trade tensions between China and the United States, Apple has accelerated its efforts to risk supply chains from China by carrying more iPhone production to India.
Earlier this month, Trump Advisor Peter Navarro criticized Cook and said he did not move production quickly from China.
Ray Wang, CEO of the Silicon Valley -based constellation research, said that Apple and Cook were seen as the most influential company and CEO, respectively under Trump, but now Huang and Nvidia are seen as Huang and Nvidia. “Almost everything rides Nvidia’s chips.”
Risks remain
According to Triolo, Huang so far “both the US government and the Chinese market, and” President Trump seems like a great fan “, although he can cope very skillfully, the administration of the administration’s chick restrictions remains unclear.
“The castle poles here have changed several times, which has caused important and costly forced re -designs and reservation capacity.” He said.
Other experts, despite the increasing impact of Huang’s technology world and Trump administration, it is not a guarantee that it will remain in this way.
“For now, the Nvidia chip controls went to the head of the head target. The question is that how long will it take?” Rhodium Group Director Rev said Goujon.
The United States is currently conducting an investigation about the semiconductor industry with a sectoral tariffs, and the Trump administration’s objectives are once again contradicting Nvidia’s affairs. While Nvidia moves to the US more, most of them remain in Taiwan.
Cook, an important technology job that sees both China and the United States as key markets can offer a lesson on how difficult the business can be.
