Nvidia CEO Downplays Tariff Impact While Focusing on U.S. Manufacturing and AI Strategy

Jensen Huang asserts Nvidia's resilience to new trade policies, citing plans for domestic production and a pivot to AI infrastructure.

Nvidia CEO Jensen Huang stated that U.S. tariffs will not significantly affect the company's financial performance in the near term, citing an agile supplier network.
The company is collaborating with TSMC to establish domestic chip manufacturing in the United States by the end of 2025, aligning with U.S. policy goals to bolster onshore production.
Nvidia's revenue from China has been halved due to U.S. export restrictions on high-end AI chips, with additional competitive pressures from companies like Huawei in the region.
The Trump administration's tariffs on major trading partners, including China, Mexico, and Canada, aim to reduce reliance on foreign supply chains and encourage domestic manufacturing.
Nvidia is shifting its focus from traditional chip production to building AI infrastructure, positioning itself as a leader in the growing AI-driven economy.