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Why Trump Just Gave China the Keys to A.I.’s Future

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July 22, 2025

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In the global fight to dominate A.I., China is quickly catching up to the United States — which is why President Trump barred the tech giant Nvidia from selling its superpowered computer chips to Chinese companies.

Then, a few days ago, Mr. Trump abruptly changed course.

Tripp Mickle, who covers Silicon Valley for The New York Times, explains how Nvidia’s C.E.O. persuaded the president that the best way to beat China at A.I. is to help them compete.

GuestTripp Mickle () , who reports about Silicon Valley for The New York Times.

Background reading:

• Nvidia said that the U.S. had lifted restrictions () on A.I. chip sales to China.

• How Nvidia’s Jensen Huang persuaded Mr. Trump () to sell A.I. chips to China.

For more information on today’s episode, visit nytimes.com/thedaily () . Transcripts of each episode will be made available by the next workday.

Photo: Pete Marovich for The New York Times

Subscribe today at nytimes.com/podcasts () or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.

Guests & Subjects Covered

AI ChinaUnited StatesPresident TrumpMr TrumpTripp MickleSilicon ValleyThe New York TimesNvidias CEO

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