Investors who purchased Nvidia (NASDAQ: NVDA) shares immediately after the DeepSeek-related market crash on January 27, 2025, have realized substantial gains.
Nvidia CEO Jensen Huang is in Shanghai, a person briefed on the matter said on Saturday, as the U.S. chip giant faces fierce competition from local rivals and scrutiny from Chinese authorities.
Nvidia board member Persis Drell resigned on Wednesday, the company said in an SEC filing. The board now has 10 directors, including CEO Jensen Huang.
Jensen Huang calls AI infrastructure development the "largest buildout in human history," creating massive job opportunities and wage growth for skilled trades workers.
Nvidia Corp (NASDAQ:NVDA) stock is up 1.6% to trade at $187.81 at last glance, after Beijing gave Chinese companies -- including Alibaba (BABA) -- approval to prepare H200 chip orders.
Recently, Zacks.com users have been paying close attention to Nvidia (NVDA). This makes it worthwhile to examine what the stock has in store.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) shares moved higher in early trade on Friday after a Bloomberg report said China is preparing to allow major technology firms to place orders for the company's H200 artificial intelligence chips. According to the report, Chinese officials have told the country's largest tech companies, including Alibaba Group, that they can begin preparing orders for Nvidia's H200 chips, signaling Beijing may be close to formally approving imports of advanced AI components.
The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
The on-and-off saga involving Nvidia and China appears to be back on again, after a report that China's government has given the go-ahead to big companies including Alibaba to buy the U.S. semiconductor maker's chips.
Nvidia CEO Jensen Huang plans to visit China in the coming days, two people familiar with the matter told CNBC. The U.S. chipmaker has faced U.S. and Chinese regulatory hurdles in selling to one of its most lucrative markets.
Nvidia is firing on all cylinders in terms of capital allocation, with an extraordinarily high return on invested capital (ROIC).
Even if 2026 is filled with AI 'losers', Micron and NVIDIA's critcal role in the buildout insulate them nicely from any sudden shocks, underpinned by visibly strong demand pictures.