At the Beijing Expo, Jensen Huang also announced plans for a new chip for Chinese clients that is designed for robotics and smart factories.

Gil Luria from D.A. Davidson discusses the national security concerns around the report that U.S. officials are delaying a deal for the UAE's purchase of Nvidia AI chips.

Commerce secretary Howard Lutnick said the US’s reversal of restrictions on sales of chips to China followed recent trade negotiations with Beijing over rare earths. President Donald Trump curbed exports of Nvidia’s H2O artificial intelligence chips to China in April as part of an escalation of his trade war with Beijing.

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Nvidia CEO Jensen Huang said, during a trip to Beijing this week, that if he were a student today, he’d focus on the physical sciences.

But they were not the only fabless AI semiconductor stocks to do so. RambusRMBS also etched its name on the list.Alongside Nvidia, Rambus stock also earns a spot on the IBD 50 as it blasts higher from a breakout last month.

Nvidia Corp. boss Jensen Huang lauded DeepSeek and China’s other contributions to AI research as he met with political and tech leaders in Beijing.

BEIJING/SHANGHAI (Reuters) -Nvidia CEO Jensen Huang described artificial intelligence models from Chinese firms Deepseek, Alibaba and Tencent as "world class" and said AI was "revolutionising" supply chains,