Nvidia's CEO Has a Plan for Tariffs. Here's What He Said 2 Weeks Ago

Ladies and gentlemen, buckle up! We're diving into the world of Nvidia, the semiconductor giant that's making waves in the AI revolution. CEO Jensen Huang just dropped some serious knowledge on how he plans to navigate the choppy waters of President Donald Trump's tariffs. And let me tell you, this guy has a plan!



Two weeks ago, Huang was on CNBC's "Squawk on the Street," and he didn't mince words. "We've got a lot of AI to build," he declared. "AI is the foundation, the operating system of every industry going forward." And he's right! AI is the next big thing, and Nvidia is at the forefront of this revolution.

But what about those tariffs? Huang downplayed the impact, saying, "In the near term, the impact of tariffs won't be meaningful." He's confident because Nvidia's supply chain is agile and distributed across multiple countries. This means they can pivot and adapt to tariffs without breaking a sweat.

And here's the kicker: Nvidia is bringing manufacturing onshore. They're working with TSMC to build chip factories in Arizona, and partners like Foxconn and Wistron are on board too. Huang said, "Long term, we’re going to have manufacturing onshore." This is a game-changer, folks! It means Nvidia can control costs and ensure a steady supply of chips, no matter what tariffs come their way.

But wait, there's more! Huang also talked about the growing demand for AI. "Every CEO will know what to do, to shift towards what is growing," he said. And he's right again! Companies are pouring money into AI, and Nvidia is the go-to for GPUs that power these systems. Their Blackwell processor is a beast, delivering up to 2.5 times more power than its predecessor.

So, what's the bottom line? Nvidia is well-positioned to weather the tariff storm. They've got an agile supply chain, they're bringing manufacturing onshore, and they're riding the AI wave. This is a no-brainer, folks! If you're not already invested in Nvidia, you need to get on board. This stock is ON FIRE!



But don't just take my word for it. Look at the data! Nvidia's stock has been on a tear, and it's showing no signs of slowing down. The company's revenue from China may have dropped due to export restrictions, but they're making up for it with growth in other markets. And with the AI boom in full swing, Nvidia is poised to continue its dominance.

So, what are you waiting for? Get in on the action! Nvidia is the Taylor Swift of semiconductors, and it's time to buy, buy, buy! This is a once-in-a-lifetime opportunity, and you don't want to miss out. Trust me, you'll thank me later.