Trump’s Nvidia deal lays bare the contradictions in America’s AI policy

No company has cashed in on the generative AI boom quite like Nvidia, whose chips and software help power AI used by Microsoft, Google, Meta, OpenAI, and Tesla. So it’s no surprise that as President Trump moves to impose tariffs on semiconductors—after initially carving out an exemption—Nvidia CEO Jensen Huang is looking to strike a deal to reduce the impact of potential tariffs on his company.

But his efforts so far have highlighted the mixed AI policy messages coming from the Trump administration.