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Joe Rogan recently dropped his podcast with NVIDIA CEO Jensen Huang on 3 December 2025, and oh boy, is it juicy or what? First and foremost, Huang confessed that the AI boom in the USA wouldn’t really have happened without US President Donald Trump’s energy policies.
“Drill Baby, Drill”, Trump’s famous words, calling for more energy production, gave US industries the power they needed for their growth. Huang further explained that without sustained focus on energy, building AI factories, chip plants, and supercomputer facilities would have been impossible to accomplish.
“I got to tell you flat out, if not for his [Trump’s] pro-growth energy policies, we would not be able to build factories for AI, we’d not be able to build chip factories. We surely wouldn’t be able to build supercomputer factories, none of that stuff would have been possible,” Huang further added.
JUST IN: Nvidia $NVDA CEO Jensen Huang tells Joe Rogan that President Trump “saved the AI industry.” pic.twitter.com/Gesja5GV7B
— Watcher.Guru (@WatcherGuru) December 3, 2025
Trump has been using the slogan “Drill Baby, Drill” since his campaign days and even repeated the same during his 2025 inauguration, signalling a return to fossil fuels and energy dominance. This approach is in contrast to Joe Biden’s policy, which leaned more towards clean energy and climate-focused policies.
Huang’s message was pretty straightforward, i.e., more energy equals more industrial growth, and in his view, that’s what propped up the American AI industry.
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Jensen Huang On Joe Rogan: Competitive Energy Will Drive AI Progress
During the podcast, Joe Rogan asked if America is winning the AI race and if winning that race is a matter of national security. Huang’s response to the question was, “I’m not sure. I don’t think anybody really knows.”
Earlier last month, Huang had prophesied that China might win the AI race because of the country’s expanding power capacity and the lack of regulatory bottlenecks that, for instance, in the US slow things down. The stakes are high as whoever wins the AI race will shape the global standards for defence, commerce, intelligence gathering, and more for decades to come.
China is crushing the rest of the world on this AI scale.
“Openness” index.
An index rated on AI licensing, data, and methodology.
Every single U.S. AI model is ranked scarily low. pic.twitter.com/EK7CMaKgGh
— AI Edge (@aiedge_) December 2, 2025
At the moment, the US leads the AI model space, with Google, Anthropic, Meta, and other companies maintaining their position when it comes to performance and influence. However, the Chinese models are closing the gap fast.
DeepSeek, Alibaba, and Moonshot, for instance, are developing competitive AI models that use far less energy. However, where China leads globally is in granted AI patents and generating 2x more electricity than the US.
This is especially important since the growth of AI now depends heavily on available power and its cost. Huang told Rogan that small-scale nuclear reactors could sit close to the companies that need them, allowing on-site power generation rather than depending solely on the grid.
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NVDA Price Prediction: Morgan Stanley Bumps Price Target To $250
NVIDIA has been a cash cow for Wall Street, and Morgan Stanley analyst Joe Moore thinks that it has more to give. As reported on CNBC, Moore bumped his price target from $230 to $250, about 39% from its current price of $179.
As per the report, Moore believes that the theories of Google’s Alphabet or AMD catching up to NVIDIA are exaggerated since NVIDIA hasn’t really lost any market space. The demand for its chips and advanced packaging is higher than ever as more companies pile in to build their own AI models.
$NVDA: Morgan Stanley just raised its target price from $235 to $250
My expected range:If it breaks through $185: $210 – $225 – $250 (consistent with Morgan Stanley)
If it falls below $176- target $170 pic.twitter.com/V2dwagaap1
— Amanda Blake (@CarolKentSpeaks) December 1, 2025
As for its price action in December, NVDIA’s stock will likely move in a tight range between $170 and $185, assuming no new trade restrictions and a constant demand from companies outside China.
An easing of export rules to China will boost NVIDIA’s stock, allowing it to break higher, moving back to $190 and possibly testing the $200-$205 zone. The finalization of its $100 billion deal with OpenAI will further boost stock prices. For now, however, the deal is only at the letter of intent stage.
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Key Takeaways
Jensen Huang on Rogan revealed that energy and not hardware breakthroughs will decide the AI race winner
Jensen Huang credited President Trump’s energy policies for America’s AI infrastructure growth
China’s expanding power capacity gives it an edge in the AI race
Tight GPU supply shows that hyperscalers are quickly scaling AI workloads
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