Semafor said Tuesday that Nvidia chief executive Jensen Huang’s public comments on China became more admiring, and his remarks on U.S. export controls more critical, after Washington restricted Nvidia’s made-for-China chips in 2025¹.

The outlet said it analyzed 42 podcast interviews with Huang since early 2022, identifying dozens of exchanges about China in long-form settings¹.

Semafor said it used AI models from Anthropic and OpenAI to score each exchange on Huang’s stance toward export restrictions and how he regarded China¹.

Before DeepSeek’s rise and new U.S. limits on Nvidia sales to China in early 2025, Huang spoke about export rules in a largely neutral way and framed them as a compliance matter, Semafor said¹.

After those curbs, mentions of China in the interviews rose roughly sixfold, according to the review, as Huang argued the limits hurt the United States more than China¹.

Huang told Michael Milken in May 2025, “If we leave a market altogether, there’s no question somebody else would step in,” Semafor reported¹.

In 14 interviews since the 2025 curbs, he talked up China’s AI researchers, open-source models and manufacturing, or rejected treating China as an enemy, the outlet said¹.

Semafor said he used the phrase “American tech stack” 34 times across eight interviews since July 2025, arguing developers should build on U.S. technology, and in eight interviews said about half of the world’s AI researchers are Chinese or in China¹.

The article tied the review to a reported affair with an executive at a Singapore data-center firm with alleged Beijing ties, saying Nvidia’s board hired Wachtell Lipton to investigate and that Congress plans hearings; it did not establish that the affair caused the shift in comments¹.

Semafor did not report a new on-record response from Nvidia to the interview analysis¹.