Nvidia CEO's China pitch: Why Huang says AI chips aren't a security threat

Nvidia CEO Jensen Huang, now under investigation over an alleged affair with an accused Chinese spy, is a pivotal figure in the global AI race, wielding influence over world order through his company's dominance in advanced microchips. During a September interview, Huang publicly advocated for lifting US export bans on high-performance AI chips to China, claiming he persuaded President Donald Trump that the competition is not a zero-sum game and that US technology is not a national security concern. His views clash with national security officials who see the AI race as zero-sum, requiring restrictions on Chinese advancement. Nvidia, with $400bn in annual revenue and a $4 trillion valuation, remains central to the AI boom despite recent stock drops.