this post was submitted on 12 Nov 2026
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I think this is one of the few cases where the CEO's position does matter. There has been a schism within the US govt and tech sector over whether or not to sell AI chips to China. Jensen Huang was the unofficial leader of the 'yes' faction, arguing that it would cut Huawei's marketshare (and therefore R&D budget). Of course, Nvidia being allowed to sell chips to more customers is in his interest, so he isn't entirely neutral here. Now the US govt and US customers of Nvidia's chips will demand further restrictions on chip sales to China. In the short term, their sales will fall slightly. In the long-term, Huawei will overtake them.