Nvidia CEO Jensen Huang says AI CEOs pushing regulation have 'ulterior reasons,' aligning with Trump's lighter-touch approach. The regulatory divide has direct implications for chip demand and the pace of AI deployment.
Nvidia CEO Jensen Huang accused the leaders of frontier AI labs of being disingenuous in their calls for regulation, saying they have “ulterior reasons” for warning about the dangers of the technology. In an interview with CBS News aired Sunday, Huang said the executives are not asking for more oversight but rather to be “relieved of the laws we do have.” He called scaring people about AI “irresponsible” and “unnecessary.”
Huang’s comments directly contradict a coordinated push last week from Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman and SpaceX CEO Elon Musk. In an essay titled “We Must Pace the Frontier,” Amodei proposed a three-pronged plan that included government antitrust regulation of frontier labs. Altman and Musk signal-boosted the essay. The group argued that AI development should be slowed until adequate safeguards are in place.
Huang has emerged as a prominent anti-regulation voice alongside President Donald Trump and presidential advisor David Sacks. Trump said Saturday that new regulations aren’t needed to ensure AI safety. “We will not in any way hinder or stifle the Growth of this incredible Industry,” he wrote on Truth Social. White House science advisor Michael Kratsios echoed that view on Fox News, saying AI labs could “just stop” if they think their products are dangerous.
The divide between AI hardware companies and the labs that build the models has direct implications for the sector. Nvidia supplies the chips that power most large AI systems. A lighter regulatory touch would support continued rapid deployment of those systems, sustaining demand for Nvidia’s GPUs. Tougher rules or a voluntary slowdown could temper that demand. Nvidia carries an Alpha Score of 73, labeled Moderate, reflecting the current uncertainty around the regulatory path.
Huang reiterated concerns that a slowdown among U.S. labs would cede ground to China in the global AI race. “We don’t need more regulations,” he said. “We need to apply the current regulations we have.” The White House has signaled it favors that approach, but the debate among AI CEOs is far from settled. No date has been set for any formal rulemaking.
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