NVIDIA Can Sell AI Chip to China Again
Digest more
The U.S.-China tariff battle has evolved from being purely a political chess match. Recent months have shown that it has become a critical supply chain migraine for the world’s largest AI players. Under Section 232 and 301 trade rules, Washington slapped 25% tariffs on chips and semiconductor tools.
Nvidia’s Strategic AI Vision Nvidia (NASDAQ:NVDA) has solidified its position as the backbone of the artificial intelligence (AI) revolution, with its graphics processing units (GPUs) driving the most advanced AI models and positioning it as a top choice for investors eyeing the industry’s growth.
Nvidia's valuation has risen dramatically over the last two years since generative artificial intelligence became a mainstream topic.
11hon MSN
David Sacks said this would "deprive Huawei of basically having this giant market share in China."
Nvidia Corporation leads the global AI revolution. U.S.-China export breakthroughs boost H20 GPU sales in China, driving revenue. Click for my NVDA update.
Currently, Nvidia accounts for nearly 8 percent of the S&P 500. That’s the highest weighting for a single stock in 45 years, according to Todd Sohn, senior ETF strategist at Strategas Securities. For context, industrials account for 8.7 percent of the index, while healthcare stands at 9.1 percent.
Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the next?
Nvidia's shares have climbed back to all-time highs as investors regain optimism in its AI infrastructure business. Generative AI will change the world. With shares up more than 50% since the start of April,
Nvidia ( NVDA 0.53%) has demonstrated its ability to deliver major growth to investors, soaring 1,400% over the past five years. It's been a must-buy stock due to its leadership in a market set to reach into the trillions of dollars a few years from now; that's artificial intelligence (AI).