THE FUTURE OF AI
“ It is crucial for American companies to establish roots in the Chinese market”
Jensen Huang, CEO Nvidia
extracting compensation for strategic concessions. The broader implications extend further than bilateral trade – as supply chains reorganise around tariff boundaries, the globalised model of AI development faces fundamental challenges.
Now, companies must choose between market access and operational efficiency, often finding that neither option delivers the flexibility they previously enjoyed.
What is emerging is an industry in transition, where success increasingly depends on navigating political relationships alongside technological capabilities.
The companies that master this new reality will influence the next phase of AI development, while those that do not, risk being left behind.
“ General-purpose, open-source research and foundation models are the backbone of AI innovation,” the Nvidia CEO explains during his Washington meetings.
“ We believe that every civil model should run best on the US technology stack, encouraging nations worldwide to choose America.”
96 October 2025