In a notable public statement during his latest visit to China, Nvidia CEO Jensen Huang declared that the company will “unswervingly serve the Chinese market.” This declaration comes at a moment of increasing geopolitical tension and escalating trade barriers between the United States and China, particularly in the high-tech sector. Huang’s comments, paired with Nvidia’s ongoing engagement with Chinese partners, highlight not only the strategic importance of China to American tech giants, but also the growing divide between US government policies and the priorities of American business leaders.

Huang’s statement carries considerable weight. Nvidia is a cornerstone of the global semiconductor industry, especially in artificial intelligence (AI), gaming, and data centers. His affirmation of commitment to China – despite the US government’s increasingly restrictive stance, including the ban on Nvidia’s H20 chip exports – serves as a subtle but clear rebuke of Washington’s protectionist trade policies.

Behind Huang’s words is a broader reality, China is not just a major customer for Nvidia, it is a critical player in its global supply chain and innovation ecosystem. From chip fabrication to system integration, the Chinese market provides scale, efficiency, and a robust industrial infrastructure that few other nations can match. As Huang rightly noted, Nvidia has “grown together with the Chinese market and achieved mutual success.” That symbiosis is not easily replicated elsewhere.

In that sense, Nvidia’s position is representative of a much larger chorus in the American business world. While Washington pursues a strategy of economic containment and decoupling, many companies are signaling discomfort with this trajectory. They recognize the substantial costs – both financial and........

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