Nvidia CEO Jensen Huang stated that the current decade will be defined by advancements in robotics and autonomous vehicles. He emphasized that Nvidia's technology is a generation ahead of China's, but warned that if the United States continues to limit its participation in China, companies like Huawei will fill the gap and potentially surpass U.S. interests in AI and semiconductor technology. Huang highlighted the risks of U.S. export controls on China, suggesting they could inadvertently strengthen Chinese tech firms. Arm Holdings CEO Rene Haas echoed Huang's concerns, stating that U.S. export restrictions on China could slow technological progress and ultimately harm consumers and companies. Both executives called for a thaw in U.S.-China tech tensions. Nvidia's market value exceeds $3.5 trillion, and the company's stock recently reached its highest closing price since January. Commerce Secretary Lutnick noted that the supply of advanced AI semiconductors is substantial, with estimates around 200,000 units.