Part 6/8:
U.S. Leadership and Global Competition
One of the key themes Huang discussed is the importance of maintaining U.S. dominance in AI. He reflects on the decline of Nvidia’s market share in China—from 95% to zero—due to trade bans and geopolitical challenges. This shift underscores the urgency for the U.S. to lead in AI development and ensure that the majority of the world’s AI systems are built on American technology.
Huang advocates for an aggressive stance akin to President Trump’s AI Action Plan, which emphasizes American leadership in the field. He warns that policies currently limiting access to Chinese markets have contributed to a significant loss of global market share but believes that strategic realignment and investment can restore U.S. dominance.