President Donald Trump’s move to extract a 15% sales tax from Nvidia Corp. on certain semiconductors sold in China did nothing to damp investor enthusiasm for the world’s most valuable company.

If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

The Chinese AI start-up DeepSeek has reportedly postponed the launch of its new model after technical issues with Huawei Technologies’ chips forced a reliance on U.S.-made Nvidia Corp.'s NVDA processors.

Wall Street's position is clear. Nvidia stock is a buy. We'll know more after the company reports its Q2 results after the market close on Wednesday, Aug. 27.

Data indicates that production of server computers for artificial intelligence applications remains strong, prompting a Wall Street firm to raise its price targets on several AI stocks.Taiwan-based contract manufacturers Foxconn,

From Nvidia possibly getting the green light for next-gen chip sales in China, to a $1 AI deal, we round up the week's big stories from the AI revolution. Fiona Jones reports.

Trump said on Monday that he might allow Nvidia to sell a more advanced artificial intelligence chip in China based on the chipmaker’s latest and most advanced Blackwell platform. The performance of H20 chips sold to China is restricted compared with those more advanced processors sold to customers in the US.

The resumption of Nvidia’s H20 AI chip shipments to China is “unlikely to change” Beijing’s long-term artificial intelligence policy, according to Macquarie analysts.