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US President Donald Trump (L) listens to when NVIDIA CEO Jensen Juan speaks in the White House Cross during the “Investment in America” event on April 30, 2025 in Washington, Colombia District.
Andrew Harnica | Gets the image
Chinese Trade War in Donald Trump’s first administration was seen by Apple CEO Tim Cook president Keeping a strong relationship with Beijing.
Apple Deprived us of tariffs And he continued to grow in China, while Cook received a reputation for a qualified policy navigator and a well -known American business in Beijing.
But Trump 2.0 not only lost its crown in Nvidia, because the most valuable company in America, several technical students say that the charismatic leader AI Darling, Jensen Juan, left Cook much behind the political influence.
“Juan became a global figure and played a new role in his success in the revolution,” said Dan Iousbush, adding that Nvidia -chips called him ahead. ”
“He was in a very strong position to navigate the political landscape … (As) there is only one chip that fueled the II revolution, and it’s Nvidia,” Jus said.
Huang’s political rise optics has never been stronger, which Nvidia announced last week during the last visit of its CEO to Beijing, which is expected to be selling H20 AI to China soon.
Export hip H20 to China was restricted earlier this year – a step that Juan was openly lobbying.
“It was a historical victory for Nvidia and Jensen … And I think it shows an increasing political influence that Juan had in the Trump administration,” Jus said. Juan met with Trump to DC immediately before the visit to China.
The H20 appeal was related to trade talks between the US and China. However, several experts reported CNBC that Huang lobbying played a big role.
This year Nvidia CEO met with Trump, including joined Mass transaction with II This will allow the delivery of hundreds of thousands of advanced Nvidia to the United Arab Emirates.
The Emirates transaction was considered as a way for America to push its global technological guidance by securing its technological stack in the new market over potential competitors like the Chinese Huawei.
After the trip, Juan increasingly started dealing with the US Restrictions, claiming that they would destroy America’s technological guidance in favor of domestic Chinese players.
According to A a AR report With The New York Times, it was also a story that Juan pushed Trump and his officials behind the scenes.
Paul Trioli, Senior Vice President on China and Technology Policy at DGA-Albright Stonbridge Group, said CNBC that Huang’s arguments are agreed on the influential AI White House and Crypto-Church David Sachi, which further stopped the administration to raise the restrictions.
“Sacks and Huang claim that the restriction of exports of American technology, such as choosing selected and non-resistant graphic processors to China, are at risk of pushing Chinese companies to use internal alternatives … After all, this argument is likely to endure the H20 issue,” he said.
It is unclear if either if NVIDIA restarts the H20 production lines, but if Nvidia is simply able to sell existing H20S shares, it will still “significantly increase the income and beneficial for NVIDIA in terms of maintaining customer’s goodwill,” Triolo added. Nvidia said it was needed 4.5 billion dollars written on its unsold H20 inventory in May.
said Juan Last week, when each AI civil model should work on the American technology stack, “encouraging countries around the world to choose America” when Nvidia announced that the H20 sales soon resumed.
When Trump won his second presidential election in November, many expected that another technology CEO would have had the greatest influence on the administration and act as a bridge between the US and China. But Elon Musk Tesla had a rather public break with Trump.
In November, experts reported CNBC that Musk intercourse with Trump and his business interests in China could help mitigate the president’s aggressive trading position to Beijing, warning, warning Against invest too many stocks in Tesla CEO.
Meanwhile, under Trump’s second presidency, Kuhar Apple noticed a strong retreat from the administration.
In May Trump expressed “Little Problem with Tim Cook” over Apple production products in India, despite the fondness of the iPhone manufacturer of $ 500 billion in the US, announced in February.
In response to the latest trading tensions between China and the United States, Apple has accelerated efforts to reduce the risk of supply networks from China, moving more iPhone production to India.
Earlier this month, Trump’s advisor Peter Navaro also criticized Cook by saying It did not move the production From China fast enough.
Apple and Cook were considered as the most influential company and the CEO, respectively, in the Trump administration, but now its Huang and Nvidia, said Ray van, CEO of the Constellation Inc., based in the Silicon Valley, “almost everything goes on Nvidia.
According to Triolo, while Juan was still able to “rather deftly break off both the US government and the Chinese market,” and “President Trump is a great supporter”, it remains unclear where the administration will hold the Chip limit.
“The heads changed here several times, causing significant and expensive forced refurbishments and the power of reservation,” he said.
Despite the increasing influence of Juan in the world of technology and the Trump administration, there is no guarantee that this will remain in this way, other experts said.
“At the moment, Nvidia has moved from the main purpose of controlling the chip to the main influential.
Currently, the United States is conducting a semiconductor investigation, which can lead to tariffs throughout the sector, and once again set the goals of the Trump administration disobeying Nvidia. While Nvidia moves more in the US, most of them remain in Taiwan.
Cook can offer a lesson on how difficult it can be for the management of the main technological business that both China and the USA and the key markets can.