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Semafor Uses AI to Score 42 Huang Interviews, Finds China Mentions Jumped 6x After 2025 Chip Curbs

Summary

Semafor fed 42 Jensen Huang podcast interviews since early 2022 through Anthropic and OpenAI models to score his positions, finding his public rhetoric on China shifted markedly after the US restricted Nvidia's China chips in early 2025. Mentions of China rose roughly sixfold post-controls; across 14 post-2025 interviews Huang praised China's AI researchers and framed export curbs as counterproductive, invoking 'American tech stack' 34 times across eight interviews and claiming in eight that 50% of global AI researchers are Chinese or China-based. The piece lands alongside the Alice Huang spy probe.