In a significant reversal of policy, Nvidia announced it will resume sales of its H20 AI chips to China, after receiving new export licenses from the U.S. government. The decision is expected to unlock up to $10.5 billion in lost revenue for 2025, marking a critical turning point in the global AI chip race.

Nvidia has officially shattered records by becoming the first publicly traded company to reach a $4 trillion market valuation, marking a watershed moment in both tech and financial history. This milestone is fueled by unprecedented demand for its AI chips, as industries across the globe race to adopt generative AI, autonomous systems, and next-gen cloud computing.

Nvidia reached a historic milestone this week, briefly crossing a $3.92 trillion market valuation, making it a contender for the title of the most valuable company ever. This surge is fueled by insatiable global demand for its AI chips, positioning Nvidia as the undisputed leader in the artificial intelligence hardware race.

Nvidia’s call for “sovereign AI” has struck a chord with European Union leaders, aligning with the continent’s push for data independence and tighter control over AI infrastructure. With mounting concerns over geopolitical dependence on foreign cloud and compute providers, Nvidia’s strategy promises to empower countries with AI capabilities built on local data and infrastructure.

Faced with stringent U.S. export restrictions, Chinese technology giants are shifting their AI development strategies away from dependence on NVIDIA. In response, these companies are ramping up domestic innovation, forming strategic alliances, and exploring new chip solutions to remain competitive in the global AI race.

NVIDIA and AMD are set to release customized AI chips for China, aligning with U.S. export restrictions while maintaining their presence in a key global market.

US stock futures remained flat today as investors await Nvidia’s quarterly earnings report. The chipmaker's performance is seen as a key indicator of tech sector momentum, particularly in the booming AI space.

Qualcomm is teaming up with Nvidia to integrate GPU technology into its upcoming data center processors, promising enhanced speed, performance, and energy efficiency for next-gen computing applications.

Computex 2025, one of the world's most influential tech trade shows, is scheduled to begin on May 20 in Taipei. With participation from global tech giants, this year’s event is expected to spotlight cutting-edge innovations in AI, semiconductor technology, smart mobility, and next-gen consumer electronics.