By Fatima Gulzar
Publication Date: 2026-09-29 01:30:00
CEO of Nvidia, Jensen Huang’s influence in Washington has become one of Nvidia’s more unusual competitive assets. Late September 2026 brought confirmation of just how close that relationship has become, with Treasury Secretary Scott Bessent telling Congress that President Trump is “completely aligned” with Huang’s views on AI policy.
The alignment follows Huang’s public pushback earlier in the month against calls from Anthropic’s Dario Amodei and OpenAI’s Sam Altman to slow AI development. Huang argued at Salesforce’s Dreamforce conference that market forces alone are enough to keep AI safe. Political access helps investors, but a shift in power could quickly turn Nvidia’s regulatory edge into a serious liability.
Bull Case
Having the administration’s ear gives Nvidia real influence over future AI regulation. Few companies hold that position. It reduces the risk that Washington imposes rules that could slow AI infrastructure spending, which is the primary driver of NVIDIA Corporation (NASDAQ:NVDA)’s current growth.
Huang has already used political access to argue for chip sales to China. The administration allowed Nvidia to ship H200 processors there in exchange for a 25% U.S. fee. His…