The CEO of Nvidia, Jensen Huang, is expected to meet President Donald Trump at the White House on Thursday, just a few hours after the flea manufacturer closed with a market capitalization of more than 4 dollars – a historic first for any business.
The milestone cements the status of Nvidia not only as the most precious public society in the world but also as the face of the Revolution of American artificial intelligence.
The meeting, confirmed by Megan Cassella de CNBC, fueled speculation on the growing strategic importance of NVIDIA in American economic policy, world trade and national security. Although the exact agenda of the White House meeting remains unhappy, it occurs at a critical moment for Nvidia and the wider industry of the semiconductor IAM, in particular when the American-Chinese technological tensions will intensify and Washington doubles on commercial restrictions.
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The assessment of NVIDIA records coincides with a renewed control of the aggressive and aggressive tariff of President Trump, especially with regard to China. Earlier this year, Trump imposed stricter export controls that have actually closed Nvidia on the lucrative market of Chinese AI fleas. The H20 chip, which was specially designed by NVIDIA so that Chinese customers comply with previous American export limits, was made unprecedented in April after the administration has revoked its previous authorization and obtained a compulsory export license.
“The Chinese AI market is expected to reach $ 50 billion over the next two to three years, Huang said in an interview with CNBC in May.” It would be a huge loss of not being able to remedy it as an American company, “he said.
Sell in China would also help bring income to the United States, contributing to taxes and helping to “create a lot of jobs,” he added. “The dynamics of the world today. You must remain agile.”
However, Nvidia’s actions have continued to challenge gravity. The company’s value jumped more than 1.8% Thursday, closing at 4.02 dollars, which lifts it over the heavyweights of Apple and Microsoft technology. He had briefly crossed the mark of $ 4 billions a day earlier during the intraday trading, but retired before closing.
However, several analysts consider the astronomical growth of the company not as a validation of the prices, but rather a silent reprimand. The success of Nvidia, according to them, is obtained despite export controls and commercial restrictions – not because of them. The gathering of the company came while its access to one of the largest markets in the world was suddenly broken.
Indeed, the domination of Nvidia stems from its quasi-monopoly on high performance graphic processing units (GPU), which are essential for the training and management of large AI models. Since the launch of Chatgpt at the end of 2022, the demand for NVIDIA fleas has arisen in the sectors – from cloud computing like Microsoft and Amazon to emerging AI startups and national governments.
Although the company has enormously benefited from the BOOM of AI – its stock has skyrocketed more than 15 times in five years – it is now taken in the middle of Washington’s strategic rope on which controls the future of artificial intelligence.
Earlier this year, the Trump administration abandoned a “AI Diffusion rule” of the Biden era and promised to replace it with simpler and more strict export limits on which can access us to AI technology. Nvidia should be at the heart of this upcoming policy, both as a supplier and as a stakeholder. OPENAI, Microsoft, Meta and several large IA companies depend on Nvidia for the computing power of the AI.
Meanwhile, Trump has developed his trade policy – including the prices on Chinese manufacturing AI equipment and rare earth components – as essential to saving American technological jobs and leadership.
On the basis of these, the optics of the meeting on Thursday is difficult to ignore. Trump has campaigned aggressively on the decoupling of China and the reindustrialisation of the American economy thanks to protectionist trade policies. At the same time, the ascent of Nvidia illustrates how global interdependence – on markets, manufacturing and supply chains – is found in the American technological sector.
The company, for example, still depends on the Taiwan Semiconductor Manufacturing Company (TSMC) for the manufacture of fleas. Its products are shipped worldwide. And while China now explains a smaller slice of NVIDIA income pie, many analysts think that the company will ultimately need a return to the market to maintain long -term growth.
