Nvidia's AI Chip Deals Signal Continued Expansion Amid Geopolitical Hurdles

3 months ago

Paul Sweeney

"Let's hit Nvidia, ticker NVTA. Their shares have been up more than 2%. Um, so there have been actually a number of Nvidia deals. Nvidia is going to supply more than 260,000 AI chips to Samsung, Hyundai, XSK Group. Um, these are deals brokered with South Korea's government. Then on top of that, you have sources saying Nvidia is going to invest as much as 1 billion in the AI company poolside. And all that said, you also have Jensen Wong saying that he hopes to sell the Blackwell chips to customers in China someday. Okay. He told reporters 'someday because President Trump made it sound like it's not going to happen anytime soon.' And originally he did. he said, 'You know what? I'm going to talk with, you know, maybe I'll talk with Xiinping.' And now it just didn't happen. Um, but I mean, early this week, it became, you know, the the company to reach $5 trillion in market cap."

Nvidia is capturing attention with a series of strategic AI chip deals, including a massive order and potential billion-dollar investments. However, uncertainties remain around expanding into China due to regulatory comments, even as the company recently hit a $5 trillion market cap milestone.

Related Stocks