Semafor analysis tracks how Jensen Huang shifted his stance on China
AISemafor's analysis of 42 podcast interviews since early 2022 finds Jensen Huang's rhetoric on China became more admiring and his stance on export controls more critical after the 2025 US restrictions on Nvidia's China chip. Mentions of China in his interviews rose roughly sixfold after those curbs, and he argued the restrictions hurt the US more than China.
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Semafor · Technology · J.D. Capelouto · semafor.comPublished · added here
Original title: Tracking how Jensen Huang changed his stance on China