\u201cMost of the hardware people, most of the people who designed the networking equipment and the microchips, feel like Jensen does,\u201d Witt said. \u201cThey tend to have a very low sense of risk regarding this technology. They just don\u2019t see it.\u201d<\/p>\n
He said this debate has been going on between the two camps for the past 10 years and \u201cneither camp has moved at all.\u201d With Huang growing closer to Trump, it seems likely the president will continue downplaying leading AI firms\u2019 warnings and avoiding serious talks with China about their models\u2019 risks. Treasury Secretary Scott Bessent confirmed ahead of Trump\u2019s talks with Xi that \u201cthe president is completely aligned with Jensen Huang, the CEO of Nvidia.\u201d<\/p>\n
Nvidia downplays risks<\/p>\n
According to The Information, China lifting export curbs on Nvidia\u2019s gaming chips \u201cwould give Nvidia perhaps its best chance in more than a year to regain some momentum in China\u2019s AI market.\u201d If China gives the nod, ByteDance plans to order 1 million chips, which would automatically secure for Nvidia two quarters of projected sales.<\/p>\n
That would certainly help improve Nvidia\u2019s financial outlook in China, as China\u2019s delayed approval of H200 sales meant sales were dismal, comprising less than 1 percent of Nvidia\u2019s data center revenue in the most recent quarter.<\/p>\n