Tracking how Jensen Huang changed his stance on China

An analysis of 42 podcast interviews reveals that Nvidia CEO Jensen Huang shifted his rhetoric on China to become more admiring and more critical of export controls following 2025 US restrictions and DeepSeek's rise. The evolution of his arguments coincides with scrutiny from Nvidia's board and Congress regarding an affair with a suspected Chinese spy. According to the review, Huang frequently highlighted China's AI research strengths and argued that US restrictions cause more harm to America than to China. Open article →