① Jensen Huang stated he is ready to meet with the elected USA president, Donald Trump, and is willing to provide assistance to the new government, particularly in AI policy; ② Jensen Huang mentioned Samsung is facing challenges in producing high bandwidth memory (HBM), but he believes it can overcome them and thinks it might take 20 years for practical Quantum Computing to emerge.
Financial Association reports on January 8 (Editor Zhao Hao)$NVIDIA (NVDA.US)$CEO Jensen Huang stated that he is ready to meet with USA President-elect Donald Trump and provide assistance to the new government.
In a media interview, Jensen Huang said he has not yet been invited to visit Trump's private Residence, Mar-a-Lago in Florida, "(If I can meet Trump) I would be happy to congratulate him and do everything we can to help this government succeed."
Analysis suggests that as the head of the world's most valuable chip company, Jensen Huang has the opportunity to help guide the government's AI policy in this rapidly changing Technology era, as most of the advanced systems in the Industry currently rely on the company's graphics processing units (GPUs).
However, Trump's potential tariff policies may affect NVIDIA's Business, as these chip companies heavily depend on sales overseas and outsourced manufacturing.
In response, Jensen Huang said, "We will provide them with as much insight as possible from our perspective; I believe the USA government will take the right actions. We will do our best, as always, to assist our customers."
On Monday (January 6), NVIDIA released a series of products at the 2025 CES in Las Vegas, USA, including new chips, Software, and services. After experiencing explosive growth over the past two years, NVIDIA is seeking to consolidate its advantage in AI computing.
During the Q&A session at CES, Jensen Huang stated he expects Trump to bring about less regulation. "I think this is a good thing; from an Industry perspective, we want to act quickly."
Jensen Huang also mentioned that Samsung Electronics is facing difficulties in producing High Bandwidth Memory (HBM), but he believes that this partner company can overcome these challenges.
Currently, Samsung Electronics lags behind SK Hynix in the HBM field, causing the company's Business not to benefit from the lucrative AI market like its South Korean counterparts, and the operating profit announced by Samsung today fell short of market expectations.
Jensen Huang acknowledged the challenges Samsung is facing, "but they can do it, their work speed is very fast, they are very focused on achieving this goal." "There is no doubt that they will succeed, I believe Samsung will succeed with HBM."
In the Q&A session, Jensen Huang also stated that a "practical" Quantum Computing machine may still take decades to develop, "if you say it will take 15 years, that might be a bit early; if you say 30 years, that could very well be a bit late."
Jensen Huang stated that many people, including himself, believe that the most likely timeframe for the arrival of practical Quantum Computing is 20 years. A month ago, Google announced its superconducting quantum computing chip Willow, claiming to achieve astonishing results in benchmark testing and error correction.
Since then, Quantum Computing Stocks in the USA have continued to rise. However, after Jensen Huang's comments were released, these stocks collectively fell, with IonQ down more than 10% in pre-market trading on Wednesday, and Quantum Computing down over 18%.
On Tuesday, at the beginning of the US stock market, NVIDIA's stock price once refreshed its historical high to $153.13 per share, but then fell significantly, eventually closing down 6.22% at $140.14. As of the time of writing, NVIDIA rebounded about 1.75% in pre-market.
Editor/ping