US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping during their meeting in South Korea. Trump says Xi will speak to Nvidia directly about taking chips.
It's well known that rabid investment in artificial intelligence (AI) has led to great performance for many tech stocks in 2025. Chip leaders like NVIDIA NASDAQ: NVDA, Broadcom NASDAQ: AVGO, and Advanced Micro Devices NASDAQ: AMD have been among the most notable beneficiaries.
Nvidia Corporation remains a Strong Buy, as its valuation growth is firmly supported by robust fundamentals and a secure growth trajectory through 2026. Nvidia's product roadmap is accelerating, with Blackwell Ultra and Rubin platforms driving innovation and annual performance improvements, ensuring continued market leadership for NVDA. NVDA estimates a $3-4 trillion total addressable market by 2030, fueled by AI infrastructure demand and strategic partnerships with industry leaders that cement Nvidia's role in physical AI.
If any technology firm could be described as a darling of the financial markets, it would be NVIDIA (NASDAQ:NVDA).
Jensen Huang thinks AI is now useful to people and companies , and it's profitable and so corporates will want to invest more.
Nvidia makes history as first company to reach $5 trillion market valuation, driven by chipmaker's dominance in the artificial intelligence revolution.
Nvidia CEO Jensen Huang said improvements in AI models were leading to more investment in the technology, which was improving AI further in a "virtuous cycle." Speaking at the APEC CEO Summit in South Korea, Huang stressed that profitability was at the heart of the current boom in AI capital investment.
Nvidia CEO Jensen Huang said on Friday he hoped the company's state-of-the-art Blackwell chips can be sold in China, although the decision needed to be made by U.S. President Donald Trump.
A late-night meeting between Samsung's Jay Y. Lee and Nvidia Corp's (NASDAQ:NVDA, ETR:NVD) Jensen Huang over fried chicken and beer has signalled a new phase in the global race for AI memory dominance.
Samsung Electronics will deploy more than 50,000 Nvidia graphics processing units, embedding artificial intelligence throughout the semiconductor manufacturing flow.
U.S. semiconductor leader Nvidia on Friday said it will supply more than 260,000 of its most advanced AI chips to South Korea's government and some of the country's biggest businesses, including Samsung Electronics.
Korean semiconductor giant Samsung said it plans to buy and deploy a cluster of 50,000 Nvidia GPUs to improve its chip manufacturing for mobile devices and robots. It's the latest splashy partnership for Nvidia, whose chips remain essential for building and deploying advanced artificial intelligence.