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Revenge of the China Hawks: Jensen Huang’s Enemies Take a Victory Lap

Summary by Semafor
The NewsIn the fall of 2025, Nvidia CEO Jensen Huang was riding high on the wave of the AI boom. He also landed at the center of an ideological war over chip exports that the $4 trillion company and its allies now think played a pivotal role in his undoing.On one side were the China hawks inside the Trump administration — and circling outsiders — who worried Huang’s chips were helping fuel China’s AI ambitions. On the other side were Huang, Davi…
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The release of the founder of Nvidia triggers a battle between the giants of the AI, the rivals of semiconductors and the anti-Chinese hawks of Washington. AMD and Broadcom fly to Wall Street, while Nvidia drags down part of the industry. America can win the technological race with China by giving up one of its biggest [...]

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The exit of the founder of Nvidia triggers a battle between the giants of AI, the rivals of semiconductors and the anti-Chinese hawks of Washington. AMD and Broadcom fly to Wall Street, while Nvidia drags down part of the industry. Can America win the technological race with China by giving up one of its greatest innovators? Is there a part of Silicon Valley that today celebrates, even if it doesn't say so. Jensen Huang, the man who turned Nvidi…

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In Denmark, we have a hard time understanding how much China matters in American politics. But the competition between the two superpowers is crucial for both the US economy, security and AI ambitions. It also helps explain why Nvidia's CEO's fall was so abrupt.

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South China Morning Post broke the news in Hong Kong, Hong Kong on Tuesday, November 10, 2026.
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