Donald Trump’s decision to allow Nvidia Corp. to sell advanced chips to China marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties with Xi Jinping.

See Nvidia’s stock growth prospects as AI demand surges. Click here for NVDA revenue forecasts, profit drivers, and valuation insights for investment decisions.

While I think Nvidia will remain the AI chip leader, I think Broadcom is the better stock to own in 2026. Its revenue base is much smaller, and the company looks poised to see explosive growth in the coming years from its ASICs business.

Skild AI is developing a hardware-agnostic foundation model for robots that can be customized for various uses.

President Donald Trump announced Monday he will allow Nvidia to sell some Artificial Intelligence chips to China, if the United States gets a 25% cut.

Two companies that have benefited the most from the artificial intelligence (AI) boom are Palantir Technologies ( PLTR 0.24%) and Nvidia ( NVDA 0.54%). Palantir is establishing itself as a leader in becoming an AI operating system, and Nvidia is the dominant chipmaker fueling the AI infrastructure buildout.

Nvidia (NVDA) just got a green light many investors doubted would come, as Washington moved to let the company ship its H200 AI chips to select Chinese customers, subject to a 25% export fee. See our latest analysis for NVIDIA.