Jensen Huang eclipses Elon Musk and Tim Cook in Washington

The Chinese trade war and the United States at the first administration of Donald Trump, CEO of Apple Tim Cook, witnessed an attack on magic with president While maintaining strong relationships with Beijing.

apple We avoided definitions He continued to grow in China, while Cook gained reputation as a skilled policy and prominent American commercial envoy to Beijing.

However, in Trump 2.0, Apple has not only lost its crown to Nafidia as the most valuable America, as many technical critics say that the attractive artificial intelligence leader, Jensen Huang, has left Cook away from political influence.

“Huang has become a global figure and has taken over a new political role because of his success in the artificial intelligence revolution,” said Dan Evez from Widbush, adding that the importance of artificial intelligence chips in NVIDIA may “arrest him on Cook.”

“He found himself in a very strong situation to move in the political scene … [as] There is only one segment in the world that nourishes the revolution of artificial intelligence, and it is Nafidia. “

The optics of the political ascension of Hanging were never stronger, as NVIDIA announced last week during the recent visit of the CEO to Beijing, it is expected to soon resume the sales of the AI H20 chips to China.

NVIDIA CEO met with Trump several times this year, including joining him on a trip to the Middle East in May, which led to a Amnesty International Deal This will witness the delivery of hundreds of thousands of advanced AI chips in NVIDIA to the United Arab Emirates.

The UAE deal was seen as a way for America to push its global technological leadership, which enhances the technology group in a new market for their potential competitors such as Chinese Huawei.

After the trip, Huang has increasingly began to file a case against the restrictions of American chips, on the pretext that it would lead to the erosion of the American technical leadership for the benefit of local Chinese players.

According to a report From the New York Times, this was also a narration that Huang was pushing Trump and his officials behind the scenes.

CNBC, Senior Vice President for the China-Aalbright Stonebridge Group, told CNBC that Huang’s arguments are in line with artificial intelligence thinking at the White House and Crypto Char David Sacks, which increases the impact of management to lift restrictions on H20 arrangement exports.

“The bags and Hanging are arguing that reducing American technology exports, such as the units of the processing of selected and unlimited graphics to China, risked pushing Chinese companies to use local alternatives … at the end of the day, this argument is likely to carry today in the H20 case,” he said.

Triolo added that NVIDIA will restart the H20 production lines, but if NVIDIA is simply able to sell the current shares of the H20S, it will remain “a great reinforcement in revenue and useful for NVIDIA in terms of maintaining goodwill to customers in China.” Nafidia said that it took it 4.5 billion dollars emerging On the unnoticed H20 stock in May.

Huang said Last week, every model of civilian artificial intelligence should work on the staple of American technology, “encouraging countries around the world to choose America”, and NVIDIA announced the resumption of H20 sales soon.

In November, experts told CNBC that Musk’s close relationships with Trump and his commercial interests in China can help reduce the president’s commercial position towards Beijing, with a warning Against putting a lot of shares in the CEO of Tesla.

Meanwhile, under Trump’s second presidency, Apple’s cook witnessed some strong decline in the administration.

In May, Trump Express A “small problem with Tim Cook” was announced on Apple manufacturing products in India, despite the commitment of the iPhone maker to investing $ 500 billion in the United States, in February.

In response to the latest trade tensions between China and the United States, Apple has accelerated efforts to remove the risk of supply chains from China by transferring more iPhone production to India.

Earlier this month, Trump’s adviser Peter Navarro also criticized Cook, saying The production was not moving From China quickly enough.

“Everything is almost on the slices of Nafidia,” said Ray Wang, CEO of the Celestone Wadi Research Company and its headquarters.