Nvidia stock hits record highs as U.S. export licenses unlock access to China’s $50B AI market. Click here to read an analysis of NVDA stock now.

Jensen Huang, the chipmaker’s chief executive, is trying to balance his company’s interests as the United States and China compete for supremacy in artificial intelligence.

"Despite public reporting on semiconductor targeting from China-aligned threat actors, Proofpoint directly observed only sporadic targeting of this sector. Since March 2025, this shifted to sightings of multiple campaigns from different China-aligned groups specifically targeting this sector, with a particular emphasis on Taiwanese entities."

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.

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