Lawmakers have proposed a bill to curb chip exports as Trump backs Nvidia sales to China. Lawmakers are split between security risks and the preservation of U.S. tech dominance.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) chief executive Jensen Huang has called for continued, large-scale investment in artificial intelligence (AI), arguing at Davos that what some see as a speculative bubble is in fact “the largest infrastructure buildout in human history”. Speaking at the World Economic Forum, Huang dismissed fears of overheating in the AI sector and instead stressed the physical and economic scale of what lies ahead.
Nvidia (NVDA) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
AI infrastructure spending could reach $85 trillion over 15 years, creating massive job opportunities across construction, tech and manufacturing sectors, according to Jensen Huang.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang is planning to travel to China in late January 2026 amid renewed efforts by the company to regain access to the country's artificial intelligence chip market, per a Bloomberg report. According to the report, which cited a person with knowledge of the matter, Huang is expected to attend internal company events ahead of the Lunar New Year holidays and may also travel to Beijing, though meetings with senior Chinese officials have not been confirmed.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
NVDA's Spectrum-X gains traction as AI data centers scale, with networking revenues jumping 162% in Q3 and adoption spreading across cloud giants.
Nvidia (NASDAQ:NVDA) stock took a heavy hit to the chin on Tuesday alongside the rest of tech, tanking more than 4% in a single day as investors fled to the exits in what seemed to be a mild market panic as things escalated a bit in Greenland, to say the least.
NVIDIA (NVDA) has faced setbacks in the past. Its stock has experienced declines of over 30% within a period of less than two months on up to eight separate occasions in recent years, eliminating billions in market value and undoing substantial gains in a single correction.
Shares of Nvidia Corp. (NASDAQ: NVDA) are 4.1% lower than a week ago.
Speaking at Davos, Jensen Huang said AI's application—how the technology is used in a specific industry—was the most critical element, and where economic benefits lie.
Nvidia CEO Jensen Huang said the infrastructure around artificial intelligence will need trillions of dollars in additional investment over the coming years. He made the comments during a conversation with BlackRock's Larry Fink at the World Economic Forum's annual meeting in Davos, Switzerland.