After having briefly considered a break from Nvidia, Trump fell – just as CEO Jensen Huang sold $ 12.94 million in stock and that Furiosaaai in South Korea entered the AI chip race.
In a rare moment of franchise at the top of the management of this week’s AI in Washington, Donald Trump admitted that he had seriously planned to break Nvidia.
“I thought we could enter and we could break them a little,” Trump told the crowd, remembering first conversations with advisers. “And I discovered that it was not easy in this business.”
The commentary, delivered a few meters from the CEO of Nvidia, Jensen Huang, reflected growing discomfort in political circles on one of the most powerful companies in the world. But Trump’s tone quickly changed-from the breakdown of the rupture to something more congratulations: “What work you did,” he said, turning to Huang with a smile.
A few days before this exchange, Huang sold $ 12.94 million in Nvidia sharesAccording to dry deposits. And although the sale was planned as part of a 10B5-1 plan, the timing could not be more revealing. Nvidia recently crossed the Evaluation mark of $ 4 billionsregulators are running and new rivals – like South Korea Furiosaai– begin to challenge his domination.
So the question is not only Can Trump break Nvidia? It is also this: Does he even need more?
Rare recognition of market power
Trump’s public reflection is important. For the entire boastful that generally surrounds antitrust debates, politicians rarely admit how difficult it is to regulate advanced technological companies. The domination of Nvidia in the ia chips is deep – it provides more than 80% of high performance GPUs which feed the AI models in the world, from chatgpt to neuronal nets of Tesla.
This type of control has historically triggered an examination of the government. But as Trump conceded, the AI fleas sector is a different animal. “It is not easy in this business,” he said, adding that the advisers have explained how deeply linked to the scale, innovation and American geopolitical interests.
Can the American government break Nvidia?
Not directly. No president, including Trump, has a unilateral power to break a private company. But there is a legal path – although long and complex.
Under the American antitrust law, in particular Article 2 of the Sherman Antitrust Act And Article 7 of the Clayton ActTHE Ministry of Justice (DOJ) Or Federal Commerce Commission (FTC) could bring a case alleging monopolization or anti -competitive mergers.
If a court agrees, it can impose structural remedies, including divestment. But this requires significant legal bases, convincing evidence of harm to competition and the political will to continue it over several years.
As Trump said, it’s a steep hill to climb. And regulators can hesitate to fracture a company if at the heart of the ambitions of the American AI, in particular as China accelerates its own semiconductor industry.
Why the sale of Jensen Huang stocks is important
Adding a layer of intrigue to the events of the week: Huang sold nearly $ 13 million in shares In July 2025. While managers frequently unload the shares for reasons of liquidity or tax, this sale – admitted the political attention and the historical evaluation of Nvidia – questions.
Does Huang simply diversify his personal assets? Or is he hiding against future turbulence?
There is no evidence of reprehensible acts. But with the antitrust conversations that warm up and the new competition emerging, even routine sales take on a symbolic weight. They suggest that Huang knows how fast the AI landscape moves under his feet.
Furiosaai: The Challenger de Seoul
During the same week that Trump launched an antitrust and Huang action sold actions, a less known figure made waves on the other side of the Pacific: June Paik, founder and CEO of Furiosaai.
Based in Seoul, Furiosaai develops a new generation of specialized AI processors focused on efficiency and performance of inference. On July 22, 2025The company won its first major client: LG Ai Researchwhich will deploy the flagship product of Furiosa RNGD chip in several global projects.
Timing was not the only surprise. According to familiar sources with the question, Meta Platforms recently offered $ 800 million to acquire Furiosaai– A Paik offer would have refused.
This bold rejection sent a clear message: Furiosa does not seek buyout. He wants to compete. And suddenly, Nvidia’s monopoly does not seem quite inevitable.
Is Nvidia always a monopoly if new players increase?
This question can define a future regulatory action. Nvidia’s criticisms argue that the company has “locked up” the developers of AI via its owner Cuda software stack, creating high switching costs for competitors. Other counters than emerging competition like furiosaai Or the MI300 series of AMD proves that the domination of Nvidia, although Énorme, is not inserted.
Legally, this distinction is important. The courts are more likely to consider a business as a monopoly if there is No significant alternative. But with the LG victory of Furiosa and the growing investment in the executives of Open Source, the case against Nvidia can be more difficult to do.
However, there is no doubt about the current influence of Nvidia. His tokens are not content to feed the generator – they can build it, how much he can develop and what the world’s peaking order looks like.
Trump’s real direction: deregulation, not dismantling
While Trump’s remarks attracted attention, his Real political movements this week went in the opposite direction. He revealed a new Action plan of AIas well as the decrees aimed at rationalizing federal approval for the development and export of the AI.
Shortly before the summit, the administration gave Nvidia the green light to resume H20 flea sales in Chinasoftening previous export restrictions. Trump’s message to American technological companies was clear: innovating, directing and growing – without bureaucratic friction.
Jensen Huang, speaking just before Trump, seemed to welcome this approach. He called Trump “A unique advantage that America holds” On competitors like China and the EU.
In this context, the idea of breaking Nvidia is more like political theater than a practical roadmap.
Final taking: Trump cannot break Nvidia – but the market could
Trump may not have the tools – or appetite – to break Nvidia. But His comments report a critical turning point: Nvidia is no longer just a technological business. It is a national infrastructure, a lever effect of foreign policy and a lightning rod for the risks of concentrated power.
And while regulators debate what to do, Market forces are already at work. The ascent of Furiosaai, the alignment of LG with Seoul, and the calm rest of Huang suggest that a new chapter begins.
In the breed to fuel the next global generation of artificial intelligence, Nvidia is still at the front, but the road behind it is no longer empty.
Nvidia breaks Faq
Can Trump legally break Nvidia?
No. Only the DOJ or the FTC can initiate antitrust procedures, and any rupture should be approved by a federal court.
Why did Jensen Huang sell Nvidia actions?
Huang sold $ 12.94 million in Nvidia shares in July 2025. Although running among the leaders, the time has raised questions in accordance with the dominant position of Nvidia and a higher exam.
What is Furiosaai, and why is it important?
Furiosaai is a manufacturer of South Korean fleas led by June Paik. He recently landed LG as a client and refused a meta-acquisition of $ 800 million, positioning himself as a serious competitor of Nvidia.
Is Nvidia a monopoly?
NVIDIA has a dominant part of the GPU market for AI and key software tools. Although he is not legally declared a monopoly, he is under an increased global regulatory examination.
What is Trump’s AI policy?
Trump’s AI action plan aims to deregulate and accelerate the development of AI in the United States, promoting growth to antitrust application.