Jul 23, 2026

Nvidia CEO Jensen Huang says the loudest warnings about AI are getting the story wrong. In a wide-ranging, exclusive conversation with Axios’ Mike Allen, Huang rejects predictions that artificial intelligence will eliminate half of American jobs or pose an imminent threat to humanity, calling some of the most extreme warnings “complete nonsense.” Huang also discusses competition with China, why American companies should be able to use Chinese AI models, what Wall Street is getting wrong, President Trump’s approach to technology and when useful humanoid robots could arrive.

Timestamps: 0:00 – Intro: Mike Allen and Jensen Huang on what’s next for the AI revolution 0:29 – The fight over Chinese AI 2:17 – Should the U.S. restrict Chinese AI models? 3:36 – Should American companies use Chinese AI? 4:38 – When AI regulation makes sense 5:21 – The rules for competing with China 6:02 – Why trust Nvidia on China and the market? 6:59 – Why Chinese AI models help Nvidia 8:58 – Nvidia’s open-source AI strategy 10:45 – Can open-source AI threaten OpenAI and Anthropic? 12:27 – Using open and closed AI models 13:55 – How Nvidia protects its technology 15:09 – The most astonishing thing Huang has seen AI do 17:57 – What about AI gives Haung pause 19:53 – Could Nvidia’s success happen again? 21:11 – Nvidia’s toughest headwinds 22:12 – Has China caught up to the U.S. on AI? 23:20 – Why fearing AI could cost America jobs 24:22 – Huang rejects the AI doom narrative 26:10 – Are OpenAI and Anthropic in trouble? 27:41 – What Wall Street gets wrong about AI buildout 29:29 – Why the AI buildout has barely begun 31:21 – Is the semiconductor industry heading for a bust? 32:53 – When Nvidia starts worrying about AI spending 34:01 – When will AI investments pay off? 35:15 – Why AI tokens could become more profitable 36:19 – The real danger of an AI bubble 37:45 – Would Jensen Huang use Chinese AI model Kimi? 39:36 – Why Asia is more optimistic about AI 40:00 – Are AI CEOs scaring the public? 41:25 – Why America could get left behind 42:51 – Violence and hostility toward AI 43:23 – Why AI could close the technology divide 44:37 – Could anti-AI politics shape 2028? 45:10 – Huang says the jobs narrative is wrong 46:35 – Huang’s relationship with President Trump 48:16 – What the Trump administration gets wrong on AI 50:22 – Who Huang trusts in Trump’s Cabinet 50:58 – His warning to the White House 52:32 – Should the government own part of Nvidia? 53:33 – Should powerful AI be available to everyone? 55:23 – Can AI companies learn from rival models? 57:18 – AI investment in Israel and the Middle East 57:51 – Why Huang remains bullish on the UAE 58:41 – Why Nvidia wants to stay relatively small 1:00:19 – Which jobs and tasks will AI eliminate? 1:01:10 – Don’t mistake your task for your job 1:02:40 – The ChatGPT moment for robots 1:03:54 – A future with one trillion AI agents 1:05:18 – Why pain and suffering create greatness 1:07:09 – Huang’s message to young immigrants 1:08:47 – Why Jensen Huang does not wear a watch 1:09:15 – His perfect Saturday with his family

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