Last week, Nvidia CEO Jensen Huang said it would soon resume selling its H20 chips to China after a breakthrough with the Trump administration on regulations.

NVIDIA GB200 AI servers are somehow being smuggled into China, even after CEO Jensen Huang says they weigh two tons and can't get there.

HANNA DOHMEN is a Senior Research Analyst at Georgetown’s Center for Security and Emerging Technology and a Nonresident Fellow at the Atlantic Council.

For Wall Street and investors, arguably nothing is of greater importance than Nvidia's fiscal second-quarter operating results on Aug. 27 (Nvidia's fiscal year ends in late January). While most analysts are counting on another blowout performance, there are no fewer than five reasons the party can end on Aug. 27 for the face of the AI revolution.

The Trump administration's "AI Action Plan" and Google's increased data center spending are likely to buoy NvidiaNVDA and other AI chip stocks, analysts say.On Wednesday, President Donald Trump unveiled his plan to ensure that the U.

Each of the Big Tech platforms has its own story to tell and market demons to fend off. But the AI buildout and Wall Street excitement has proven resilient in the face of tectonic trade shifts and the uncertainty that has distressed other parts of the market.

The long-term situation is much more complicated. stocks we like better than Nvidia › It's well known that long-term investing is key to sustainable returns in the stock market. But once your time horizon expands from a couple of years to a decade or more,