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Nvidia CEO Jensen Huang has emerged as a key ally to President Trump in shaping AI safety policy, leveraging his position atop the world's most valuable company to influence debate on AI regulation. Separately, calls from AI leaders including Dario Amodei, Sam Altman and Elon Musk for a slowdown in AI development are being read by analysts as a warning sign for companies deep in the AI supply chain, such as ASML. The overlapping developments highlight growing tension between rapid AI commercialization and mounting concern among industry leaders themselves about the pace of development, with implications for AI hardware and equipment suppliers.