Nvidia Accelerates Again: China Deal, U.S. Chips, Robots – What Drives the Stock Now
Reading Time: 4 minutes
Trump will discuss Nvidia's AI chip "Blackwell" during his meeting with Xi – possible relaxation of export bans to China fuels billion-dollar fantasies. Nvidia CEO Jensen Huang used Nvidia's developer conference in Washington, D.C., as well as appearances during the Asia trip (APEC in South Korea), to position U.S. manufacturing, robotaxis starting in 2027, and autonomous air taxis (Joby) as the next growth waves. China Fantasy as a Price Driver Nvidia is back in the spotlight for traders because U.S. President Donald Trump announced...
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