The Daily

Why Trump Just Gave China the Keys to A.I.’s Future

813 snips
Jul 22, 2025
Tripp Mickle, Silicon Valley correspondent for The New York Times, dives into a surprising policy shift by Trump regarding A.I. chip sales to China. He explains how Nvidia's CEO, Jensen Huang, convinced the president that collaborating with China is the best approach to maintaining U.S. dominance in artificial intelligence. The conversation addresses the complex dynamics of U.S.-China tech relations and the implications of altered trade policies. Listeners learn about the intricate balance between national security concerns and the push for competitive innovation in A.I.
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INSIGHT

NVIDIA's Market Dominance

  • NVIDIA dominates AI chip market with 90% share due to early development.
  • The US first restricted chip sales to China to maintain AI advantage.
ANECDOTE

Jensen Wong's Startup Origin

  • Jensen Wong, NVIDIA's CEO, started the company in a Denny's with no clear plan.
  • He later shifted focus to AI chips, making NVIDIA dominant in the field.
ANECDOTE

Wong's Oval Office Appeal

  • Wong met Trump at a $1 million dinner to plead for chip sales to China.
  • Despite assurances, the Trump administration banned NVIDIA's China chip sales.
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