In an extended interview, Nvidia CEO Jensen Huang discusses the AI infrastructure landscape and his company’s investments in AI projects including OpenAI, xAI, and Coreweave. After leading the chipmaker for decades, Huang shares his perspective on the U.S. position in the AI arms race; China, he says, is not far behind. Plus, Huang weighs in on reports that Oracle is losing money on Nvidia chips, H-1B visas, and President Trump’s tech policies. In Washington, CNBC’s Emily Wilkins reports on the eighth day of the government shutdown.

Emily Wilkins - 04:53

Jensen Huang - 17:15

In this episode:

Emily Wilkins, @emrwilkins

Michael Santoli, @michaelsantoli

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

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Softbank is buying the robotics arm of ABB for $4B, new Federal Reserve Governor Stephen Miran says his desire to lower interest rates is supported by the Treasury market, Intel is set to launch a new chip, the Trump Administration is considering canceling funding for clean energy projects and Amazon is launching pharmacy kiosks. Mike Santoli sits in today!

Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

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As the government shutdown enters its seventh day, all eyes are on the transportation sector. Transportation Secretary Sean Duffy joins to discuss how the shutdown is affecting air travel and the growing concerns among air traffic controllers. Meanwhile, CEOs are expressing greater confidence despite operating in an environment of constant uncertainty. Tim Walsh, KPMG U.S. chairman and CEO, breaks down findings from the firm’s latest survey of 400 executives. Plus, there’s more on the partnership between OpenAI and AMD, and Tesla is reportedly gearing up for a major announcement.

Emily Wilkins - 09:13

Sec. Sean Duffy - 18:18

Tim Walsh - 32:19

In this episode:

Sean Duffy, @SecDuffy

Robert Frank, @robtfrank

Michael Santoli, @michaelsantoli

Becky Quick, @BeckyQuick

Zach Vallese, @zachvallese

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