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number of tech's biggest leaders and CEO

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was on the hill today. Emily Wilkins

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caught up with Jensen Wong on his weigh

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in. Hey, Emily.

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Hey, Carl. Well, yeah, a lot of CEOs on

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the hill today. A lot of lawmakers

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speaking with them about AI in the

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future, which is exactly what brought

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Jensen Huang here today as well to talk

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about how the US needs to remain

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competitive when it comes to AI. I

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caught up with him for a few minutes and

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I asked him a little bit about how

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tariffs were impacting everything.

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There should always be policy that that

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enables us, supports and accelerate the

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ability for us to onshore manufacturing,

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but with willpower and and with the the

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resources of our country, I'm certain we

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can manufacture on shore. What's your

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reaction to the Wall Street Journal

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saying Huawei is advancing to catch up

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to your highest level chips? There's no

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question that Huawei is one of the most

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formidable technology companies in the

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world and they're incredible in

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computing. their incredible networking

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technology and software capabilities uh

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all of the essential uh capabilities to

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advance AI and they have they've made

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enormous progress in the last several

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years. Uh whatever whatever policy uh

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the administr administration puts

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together really should enable us to

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accelerate uh the development of AI

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enable us to compete on a global global

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stage. How far could I say one more like

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how far behind do you think China is?

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Uh, China is not behind. I anybody ahead

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of you? I China is right behind us. I

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mean, they're we're very very close. Uh,

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but remember this is a long-term this is

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an infinite race. There's no, you know,

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in the in the world of life, there's no

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those, you know, there's no

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two-minute end of the quarter. There's

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there's no such thing. And so, we're

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going to compete for a long time. And

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just reme remember that this is this is

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a country with great will and they have

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great technical capabilities. 50% of the

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world's AI researchers are Chinese and

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and so this is a uh this is an industry

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that that we will have to compete for.

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Huang will be visiting the White House

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later today to continue to talk about AI

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as well as tariffs. Of course, the White

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House is currently put being putting

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together a plan for what their path

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forward with AI will look like, guys.

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Yeah, Emily, very interesting comments

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from Jensen Wong there. You know,

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echoing, I think, what any number of

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people who follow us closely have been

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uh saying lately in terms of China's

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abilities. Um I would assume he's going

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to share the same um with the

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administration, with uh uh with um with

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Congress as well, in part because he's

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dealing with the possibility of sectoral

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tariffs that conceivably could hamper

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our ability in this country to continue

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to advance at the same pace.

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Exactly. And and Wong, you know, he kind

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of spoke to me about the fact that he

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has invested and does want to invest in

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the US, but when it comes to AI, it's

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not just a matter of AI specifically.

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It's a much broader ecosystem that has

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to be able to support it from the skills

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to the energy to of course the tariffs

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and to be able to build these factories

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here in the US. If Trump really wants to

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be able to onshore as he said he does,

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there is some questions about exactly

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what the outcome of his tariffs are

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going to be and whether you are going to

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be able to have that manufacturing

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return to the US in the way that he

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wants. I I guess I'm just wondering on

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the incentives if they're if they are

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aligned. Nvidia I mean obviously Nvidia

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is a big US company and and wants the US

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to win but China remains an important

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market for Nvidia after we saw that big

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write down when the chips were banned.

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Sarah, no, it's absolutely correct. I

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think there are a lot of questions as

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far as what the impact of tariffs are

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going to be and if the US is going to

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really be able to remain competitive.

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There are certainly concerns among

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lawmakers who I speak with about the

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US's ability to remain ahead of China.

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As you heard him say, China is only

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right behind us. They have a lot of

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capabilities. Um, and I think you've

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seen a lot of changes right now in how

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the various administrations have

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approached AI. Biden had a plan that he

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put forward, but the Trump

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administration has basically reversed a

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lot of that. Uh we don't know exactly

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what's next or what it looks like. And

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when I talk to folks in the AI industry,

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they say that that really needs to be

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there for the US to have a seat at the

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table and to continue to be a leader

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globally when it comes to AI standards

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and and what the policies and rules of

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the road are. Yeah, we talk a lot about

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their lead in China in EVs. today. Big

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note out of Morgan Stanley about their

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lead in robotics and humanoids.

The Future of AI: US Competitiveness and Global Leadership

In a recent event on Capitol Hill, several tech leaders and CEOs, including Jensen Huang from Nvidia, gathered to discuss the future of artificial intelligence (AI) and its impact on global competitiveness. Emily Wilkins caught up with Jensen Wong to delve into his insights on the matter.

The conversation with Wong highlighted the importance of the US maintaining its competitive edge in AI technology. Wong emphasized the need for policies that support onshoring manufacturing while acknowledging the technological advancements made by companies like Huawei in the AI space.

When asked about Huawei's progress in catching up with Nvidia's high-level chips, Wong acknowledged Huawei's formidable presence in the tech industry, particularly in computing and networking technology. He stressed the importance of enabling policies to accelerate AI development and global competition.

Addressing the competition with China, Wong noted that China is not behind but rather right behind the US in the AI race. He highlighted the long-term nature of technological competition, emphasizing the continuous need for innovation and adaptation in the rapidly evolving field of AI.

Looking ahead, Huang's visit to the White House to further discuss AI and tariffs underscores the significance of technology in shaping global economic dynamics. The discussion also touched on the impact of tariffs on technological advancements and the need for a supportive ecosystem to foster innovation and manufacturing within the US.

The conversation between Wilkins and Huang shed light on the complexities of the tech industry's relationship with China, balancing competition with cooperation in a rapidly evolving landscape. As policies and trade dynamics continue to shape the future of AI, the US faces critical decisions in maintaining its position as a global leader in technology.

The dialogue between industry leaders and policymakers on topics like tariffs, onshoring, and international competition highlights the multifaceted nature of AI's impact on economies worldwide. As the US navigates these challenges, aligning incentives and fostering innovation will be key to securing its place in the ever-evolving tech landscape.

In conclusion, the ongoing discussions around AI, competitiveness, and global leadership underscore the critical role that policies and innovation play in shaping the future of technology. As stakeholders work towards a shared vision of technological progress, collaboration and foresight will be essential in driving sustainable growth and development in the digital era.