However, Huang's extensive lobbying paid off. Nvidia agreed to a 15% revenue-sharing agreement with the U.S. government, which allowed the company to resume sales of the H20 chip to China. While the deal could weigh on Nvidia's margins, it marks the continuation of a potentially lucrative opportunity, but there's more good news.

Nvidia CEO Jensen Huang made a high-profile visit to Taiwan Semiconductor Manufacturing Company (TSMC) in Taipei, a move that underscores the critical role of semiconductor supply chains in the global technology race.

Chinese artificial intelligence startup DeepSeek has hinted that China will soon have homegrown "next generation" chips to support its AI development.

Nvidia Corporation's AI accelerator sales in China resume, but risks include overvaluation and reliance on clients testing own solutions. Click for our NVDA update.

Samsung reportedly offered NVIDIA its 12-layer HBM3E memory at 20-30% cheaper than SK hynix for use on its made-for-China H20 AI GPU.

This is after the US announced that it would allow the sale of more advanced technology to China, so long as the US gets a 15% cut of the proceeds.

Sam Altman has cautioned against the use of export controls and has warned that China can probably build inference capacity faster than the U.S..

Nvidia Corporation shines as a top AI infrastructure pick, driven by strong fundamentals, strategic moves, and growth catalysts. Click for my NVDA earnings preview.