Nvidia CEO Jensen Huang says the U.S. can’t afford to repeat its 5G failure as the world races into the AI and 6G era. On the Memos to the President podcast, Huang bluntly stated, “We lost the 5G wave. We lost it through technology, through policy, through bad strategic thinking.” He warned that poor planning let other nations dominate key supply chains while the U.S. focused on short-term profits. Huang pointed to bureaucratic delays and fragmented spectrum rules that pushed innovation overseas. He believes America’s next big tech play—AI—needs a sharper strategy. His first priority: win over developers. Huang noted that half the world’s AI coders live in China and urged the U.S. to attract them to American hardware and cloud platforms. His second goal is to make the U.S. tech stack the global standard, just like the dollar is in finance. Huang argues that exporting more U.S. tools—not limiting them—is the best way to maintain leadership. “The more your technology is everywhere, the more developers you’ll have,” he said. For policymakers, the message is clear. If the U.S. wants to lead in AI and 6G, it must think long-term, focus on developers, and turn American tech into the platform the world builds on.