Speaking on the Special Competitive Studies Project podcast, Huang stated that blocking shipments of advanced GPUs "backfired." He believes that abandoning such a large market makes no strategic sense, and policy should adapt more quickly to changes in technology.
The head of the company compared the AI boom to a new industrial revolution and urged US authorities to "export technology like crazy." In his opinion, active supplies of American technologies abroad would create a significant trade surplus.
Huang warns: the US, previously a leader in technological change, risks falling behind due to excessive protectionism, which weakens its own companies in the global market.
He also described the AI industry as a "layered cake" of five levels: energy, chips, data centers, models, and applications. According to him, the US already has problems at some stages, especially in the field of energy production for data centers.