Jensen Huang on Halftime Report
Brad Gerstner, Jensen Huang and Treasury Secretary Scott Bessent join us live 2/6/26
Mostly familiar CNBC-length versions of Huang’s recurring arguments on compute demand and global competition. Skip unless you specifically want his concise case against conceding the Chinese market.
You mentioned some of the criticism that's been around. Should we sell chips to the Chinese because they, they want to kick our butts in AI to that point. China is a very large market. It makes no sense to forfeit, to concede a large market. If you would like to win globally, the American chip industry should do everything we can to win all over the world, including in the Chinese market. We have to compete. It's their home turf. They got all kinds of advantages. And so we have to go compete hard. But there is no question conceding half of the world's markets make no sense if you want to win globally.
Jensen Huang presents AI as a once-in-a-generation infrastructure transition driven by useful, profitable systems and rapidly expanding compute requirements. He also emphasizes NVIDIA's platform advantages and argues that U.S. technology companies should compete globally, including in China, while maintaining established military export controls.