Nvidia’s Jensen Huang Gains Political Influence, Reshapes U.S.-China Tech Trade

Nvidia CEO Jensen Huang has emerged as a pivotal figure in Silicon Valley's political landscape, leveraging the company's dominance in AI chips to influence TRUMP administration policies. His recent success in overturning the H20 AI chip export ban to China marks a significant shift in U.S. tech trade strategy.

Huang's access to President Trump now surpasses that of Elon Musk, Mark Zuckerberg, and Tim Cook, according to CNBC sources. The Nvidia chief has made multiple trips to Washington and accompanied Trump on a Middle East tour that secured a massive GPU deal with the UAE—a move that simultaneously sidelined Huawei.

The reversal on H20 chip exports came days after Huang's private WHITE House meetings, where he argued that U.S. restrictions were empowering Chinese competitors. Wedbush analyst Dan Ives called the policy change "a historic win for Nvidia" that demonstrates Huang's growing political capital.