Nvidia Corp. (NASDAQ: NVDA) CEO Jensen Huang rejected calls for new antitrust regulations to coordinate AI development, arguing that safety is an engineering problem rather than a regulatory one.

Huang stated that existing laws are sufficient to govern product reliability and functionality. He argued that AI companies should focus on building safeguards and testing products before release, rather than seeking government support for coordinated slowdowns.

Rejection of New Regulatory Frameworks

Huang’s comments followed a proposal by Anthropic CEO Dario Amodei, who suggested that leading AI labs might need to coordinate the pace of frontier-model development. Amodei indicated such coordination could require antitrust waivers.

"The fact that we need new laws, new antitrust laws, or new regulations to ensure companies properly engineer and test their products is just completely unnecessary," Huang said on CNBC’s "Mad Money." He emphasized that companies have plenty of existing regulations to ensure reliability.

Speaking at a Salesforce Inc. event, Huang added that companies can develop AI quickly while maintaining safety standards. "We don’t need new laws — we don’t need new regulations," he said. He called the choice between safety and speed a "false choice," adding, "You can definitely have both at the same time."

Safety as an Engineering Problem

Huang framed AI safety as a technical challenge solvable through rigorous testing. He urged developers to innovate quickly but hold back releases if technology is not ready.

"Safety is an engineering problem. Testing is an engineering problem," he said. "AI safety is a real thing," Huang added, arguing against releasing unsafe products while maintaining rapid innovation cycles. He noted that safety is paramount and often "job one," but remains an engineering responsibility.

Dismissal of Existential Risk Warnings

Huang also pushed back against warnings that advanced AI systems pose an existential threat to humanity. He explicitly rejected doomsday scenarios, stating, "We’re not going to die in 2030."

This stance aligns with his previous interactions with President Donald Trump, who recently dismissed AI safety concerns as a "hoax" during a live call at the All-In Summit. Huang is reportedly expected to join Trump at a state dinner honoring Chinese President Xi Jinping next week.

Industry Context and Market Reaction

While Huang downplayed regulatory needs, Meta Platforms Inc. (NASDAQ: META) CEO Mark Zuckerberg highlighted internal safety measures. Zuckerberg noted that Meta delayed its Muse AI agent for several months to address security concerns, asserting that labs have strong incentives to prioritize safety to retain user trust.

Nvidia shares closed at $212.17 on Tuesday, up 0.57%. In premarket trading Wednesday, the stock stood at $213.48, up 0.62%. On Thursday, shares traded up almost 3%, reaching $219.33, up 2.54%, as risk-on appetite lifted mega-cap tech alongside a broader market rebound where the Nasdaq rose 1.57% and the S&P 500 gained 1.01%.

Earlier in the week, Nvidia shares had fallen 3.4% on Monday amid concerns that tighter safeguards could reduce AI infrastructure spending following Amodei’s comments.

Broader Policy Engagement

Huang is scheduled to attend an AI forum convened by King Charles III in Scotland alongside executives from OpenAI, Google DeepMind and Anthropic. The event will focus on AI safety and international cooperation.

Trump previously eased restrictions on some Nvidia chip exports to China, although only older-generation processors can currently enter the market. Nvidia remains a major supplier of AI accelerators powering the ongoing data-center buildout.

Investor Ross Gerber highlighted Nvidia Corp. (NASDAQ: NVDA) CEO Jensen Huang’s stage presence at Salesforce Inc.’s (NYSE: CRM) Dreamforce 2026 as a core reason for his continued investment in the chipmaker.

Gerber, CEO of Gerber Kawasaki, shared a clip of Huang’s playful exchange with Salesforce CEO Marc Benioff on X on Wednesday. The interaction underscored Huang’s ability to command attention, a trait Gerber links to Nvidia’s market edge.

Leadership and Market Sentiment

Gerber stated, "This is why I own Nvidia," emphasizing the significance of Huang’s persona. In August, following Nvidia’s second-quarter results, Gerber suggested the stock could eventually reach $450. He previously described the company as undervalued after the earnings report.

Investor Trung Phan characterized the Dreamforce moment as a potential "Benioff frame-mog," noting how Huang used humor to address the height difference between himself and Benioff. Huang remarked that evolution proved "big is unnecessary," adding that he is more comfortable on airplanes than his taller counterpart.

AI Infrastructure and Revenue Growth

Nvidia’s performance continues to drive investor optimism. The company reported fiscal second-quarter revenue of $96.2 billion, up 106% year over year. Data Center revenue, the primary growth engine, rose 117% to $89 billion.

Looking ahead, Nvidia forecast third-quarter revenue of $108 billion, plus or minus 2%. Huang used the Dreamforce platform to assert that AI spending remains robust, describing the infrastructure spending flywheel as "really, really flying." He noted that companies are rapidly building Nvidia-powered "AI factories."

Strategic Partnerships and Product Launches

Salesforce unveiled Koa, its first CRM reasoning model for Agentforce, during the event. Built on Nvidia Nemotron 3 Super and running inside Salesforce infrastructure, Koa highlights the deepening integration between the two tech giants. Huang walked into the crowd alongside Benioff to discuss AI’s next phase, reinforcing Nvidia’s central role in the ecosystem.

What the Numbers Show

The divergence between total revenue growth and Data Center expansion reveals concentration risk and opportunity. With Data Center revenue accounting for approximately 93% of total revenue ($89 billion of $96.2 billion), Nvidia’s financial health is heavily dependent on enterprise AI infrastructure demand. The 11% gap between total revenue growth (106%) and Data Center growth (117%) indicates that non-data center segments are growing slower than the core business, further concentrating earnings power in the Data Center division.