Jensen Huang is Сonfident in NVIDIA's Stability Despite Trump's Tariffs

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13:06, 14.07.2025

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  • How Huang's Opinion Has Changed
  • Impact on Supply Chains and Cooperation with Asia
  • The Industry Is Ready for New Challenges

NVIDIA continues to surprise the market: the company was the first in the US to reach a market capitalization of $4 trillion, and its CEO, Jensen Huang, is confident that even the Trump administration's new tariffs will not threaten the stability of the tech giant. Moreover, according to Huang, Donald Trump personally congratulated him on this achievement and expressed pride in the American company's success.

How Huang's Opinion Has Changed

Just a few years ago, Huang spoke out harshly against the export restrictions and tariff policy introduced during Trump's first term. At the time, he called these measures destructive to the industry. However, in a recent interview, he changed his tone and said that the industry would overcome the challenges, even despite Washington's controversial decisions.

Impact on Supply Chains and Cooperation with Asia

Nevertheless, the upcoming tariffs will not be without consequences. This is especially true given that NVIDIA remains heavily dependent on the Taiwanese company TSMC, which manufactures chips for its flagship products. Tighter tariffs could affect these supply chains, which in turn would impact both production times and costs.

The Industry Is Ready for New Challenges

Despite the concerns of investors and international partners, Huang is confident that the biggest players in the market will cope. He called for calm and urged people not to dramatize the situation. According to him, adaptation to the new tariffs will be quick, and they do not pose a serious threat to the future of the industry.

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