Today, Explained Trump's new billionaire bestie
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Nov 24, 2025 
Robbie Whelan, a Wall Street Journal reporter, delves into NVIDIA's meteoric rise and CEO Jensen Huang's growing bond with Trump. He shares insights on how GPUs are pivotal in the AI economy and discusses export challenges to China. Educator Kyla Scanlon analyzes the socio-economic impact of NVIDIA’s dominance, warning of growing inequality and risks in AI. Together, they contemplate if we’re on the brink of an AI bubble and highlight the urgent need for policies to address the labor market upheaval driven by these technological changes.
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NVIDIA Is The AI Cornerstone
- NVIDIA grew from gaming chips to the backbone of modern AI infrastructure.
- Its leadership, especially Jensen Huang, now shapes geopolitics and economic narratives.
Huang's Personal Rise
- Jensen Huang emigrated as a child and rose to lead NVIDIA through relentless work ethic.
- He narrates a childhood marked by upheaval and resilience that shaped his leadership.
Chips, Controls, And Market Access
- Export controls under Biden limited NVIDIA's sales to China and changed its growth path.
- Reengaging the White House became essential for NVIDIA to reopen that market under Trump.