Nvidia is the world's most valuable company but faces escalating leadership challenges as global politics complicate chip sales and market dominance. The company occupies a strategic position between U.S. export policy and Chinese market pressures, with Washington signaling openness to exports while Beijing discourages domestic purchases. U.S. policymakers are debating whether exporting advanced chips advances American influence or risks accelerating Beijing's AI capabilities. Rising Chinese capabilities present a long-term threat to Nvidia's leadership if home-grown technology advances. Jensen Huang must steer Nvidia through geopolitical constraints, regulatory debates, and competitive technological shifts to preserve the company's position.
Yes, he runs Nvidia, the most valuable company on the planet, worth $4.4 trillion at the close yesterday. But to keep it No.1, he must lead that company through an environment of head-spinning complexity that will get harder before it gets easier. To help understand what he faces, I spoke with Jessica Brandt, a senior fellow for technology and national security at the Council on Foreign Relations.
"If you think success is about exporting American tech and the values that go with American tech, then selling more chips is a good thing. But if the goal is to constrain Beijing's AI system from making large capability advances, then selling high-end chips seems like not a great idea," Brandt says. "There's a rampant debate here in Washington right now about how to balance those equities and preserve U.S. interests."
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