Summary:
Le 29 octobre 2025, le PDG de Nvidia, Jensen Huang, a salué le président Trump et les politiques énergétiques et manufacturières de son administration lors de la conférence GTC de Nvidia à Washington, D.C. L’objectif de ces remarques était de mettre en avant les efforts de l’administration pour promouvoir le développement énergétique national et le rapatriement de la fabrication de semi-conducteurs, tous deux critiques pour la croissance du secteur de l’intelligence artificielle. Parmi les points clés, on note le soutien de Nvidia à l’initiative pro-énergie de l’administration, la reconnaissance de nouvelles propositions pour accélérer les connexions des centres de données d’IA au réseau, la première puce Blackwell de Nvidia fabriquée aux États-Unis et l’accord récent de licence avec la Chine approuvé par le gouvernement américain en échange d’une part des revenus.
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Nvidia CEO Jensen Huang recently expressed his appreciation for former President Donald Trump’s energy and manufacturing policies during the company’s GTC conference held in Washington, D.C. For the first time, Nvidia’s conference was hosted in the nation’s capital, underlining the growing prominence of artificial intelligence (AI) as a national priority. Huang’s remarks underscore the alignment between Nvidia’s operations and the Trump administration’s emphasis on energy and domestic production.
Huang commended Trump’s pro-energy initiatives, highlighting their critical role in fostering technological growth and national competitiveness. “This pro-energy initiative, this recognition that this industry needs energy to grow, to advance, and to win, has completely changed the game,” Huang stated in his keynote address. He credited the Trump administration for its efforts in supporting new energy development projects and removing barriers to entry, particularly for AI-related utilities that require substantial amounts of power. Huang further noted that without these initiatives, the U.S. could have faced significant hurdles in advancing AI technology.
In legal terms, the push for reduced barriers to energy projects aligns with the streamlining objectives of the Trump administration, particularly those enshrined under the National Environmental Policy Act (NEPA), which was revised during Trump’s tenure to expedite permitting processes. NEPA changes were designed to facilitate projects like energy infrastructure enhancements and grid expansions, which are critical to accommodating energy-intensive technologies such as AI. However, these adjustments have raised questions regarding potential oversights in environmental scrutiny.
Industry leaders must weigh the ethical implications of such energy initiatives. While policies facilitating AI development can boost innovation, they also demand increased energy consumption that may exacerbate environmental challenges, such as carbon emissions or resource depletion. Nvidia, a leader in AI and high-performance chip manufacturing, has a vested interest in balancing technological advancement with sustainable practices. Huang’s praise for Trump’s energy policies reflects Nvidia’s dependency on reliable and scalable energy sources, but it also places the company in an ethical debate regarding the environmental footprint of its operations.
Beyond energy, Nvidia’s decision to manufacture chips within the U.S. resonates with Trump’s reshoring policy — a move positioned as a safeguard for national security and an attempt to stimulate domestic economic growth. The first U.S.-produced Blackwell chip illustrates the technological pivot back to American manufacturing after decades of reliance on overseas production. Huang emphasized the importance of these efforts, noting their contribution to job creation and enhancing the economic stability of the U.S. manufacturing sector. Reshoring also aligns with landmarks such as the Defense Production Act, which emphasizes the importance of domestic production in sectors essential for national defense, including AI chips.
These domestic-focused policies reflect broader geopolitical tensions between the U.S. and China, particularly in the realm of AI’s strategic importance. Nvidia’s successful procurement of licenses to sell H20 chips to China — contingent upon a 15 percent revenue cut benefitting the U.S. — demonstrates both the barriers and benefits of trade negotiations amid strained relations. However, this arrangement garnered bipartisan scrutiny, raising concerns about national security and economic dependence.
From an industry perspective, Huang’s dialogue with Trump and the administration highlights the increasingly crucial collaboration between tech leaders and policymakers. The Nvidia CEO appears to have wielded considerable influence, notably advising against military intervention in San Francisco. Such interactions reveal the symbiotic relationship between government strategy and corporate decision-making, especially in rapidly evolving fields like AI.
While Huang’s alignment with Trump’s policies reflects Nvidia’s strategic priorities, this relationship must be analyzed from multiple angles. Stakeholders, including policymakers, environmental organizations, and the wider tech industry, will need to navigate the tensions between economic growth, national security, and sustainable development as AI continues to transform society and global markets.