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One of the most pressing questions posed by artificial intelligence (AI) investors over the past few months may finally be answered soon.
Since President Donald Trump took office, many people have wondered what AI policy will look like under his administration. Both he and Vice President JD Vance have expressed support for policies geared toward spurring AI growth, making it clear that they believe less regulation is necessary.
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Since March 2025, investors have been waiting for May 15. This is when the White House will reveal its new AI diffusion rule, which will constrain its plans for regulating the technology. In the months leading up to it, tech leaders have discussed the policies with President Trump, advocating for him to make some changes.
Nvidia (NVDA) CEO Jensen Huang recently weighed in, laying out exactly how he believes Trump should handle AI chip exports at a highly pivotal time.
Jensen Huang has blunt words for Trump on AI diffusion rule
Despite Trump’s anti-AI regulation stance, the stakes are extremely high for tech companies as he prepares to roll out this new policy. The industry is also facing an extremely complicated future as Trump’s tariffs threaten to further complicate trade relations with China.
Since former President Joe Biden rolled out his AI diffusion rule before leaving office in January 2025, tech leaders have expressed strong concern that its restrictions on who they can sell AI chips to could compromise their growth.
Related: Veteran analyst issues warning on Nvidia stock as Huawei readies AI chip
While the White House presented the measure as a necessary step toward protecting U.S. national security by preventing deals with hostile nations, much of Silicon Valley remained unconvinced.
Huang recently joined this group, revealing exactly where he stands on the matter. During a media event, he laid out his take on AI policy, stating, “We need to accelerate the diffusion of American AI technology,” noting that he saw this as being necessary on a global scale.
From Huang’s perspective, the Trump administration’s policies must support AI diffusion as a global necessity that extends far beyond the U.S. As the CEO of a company that has been banned from selling its most advanced AI chips in the Chinese market, it makes sense that Huang would stress the need for global AI diffusion.
“I’m not sure what the new diffusion rule is going to be, but whatever it turns out to be, it really has to recognize that the world has changed fundamentally since the previous diffusion rule was released,” he noted.