Nvidia’s (NVDA) rise from a gaming pure-play to an AI kingmaker has been nothing short of amazing. With cloud czars zooming to build the future with Nvidia chips at the heart of it, the company has become the cornerstone of a niche few even saw coming.

In automotive, MediaTek’s Dimensity Auto cockpit platform now integrates Nvidia RTX GPUs for advanced in-vehicle graphics and compute tasks. On the edge AI front, Nvidia’s TAO toolkit works alongside MediaTek’s NeuroPilot SDK, streamlining model training and deployment.

Trump’s new AI plan pushes deregulation, attacks “woke” models, and speeds chip factory development as OpenAI, xAI, and Nvidia drive global infrastructure expansion.

Last week, Nvidia CEO Jensen Huang said it would soon resume selling its H20 chips to China after a breakthrough with the Trump administration on regulations.

Needham analyst N. Quinn Bolton raised Nvidia’s price target to $200 from $160, projecting $3 billion quarterly H20 chip sales to China following resumed export approvals. Bolton forecasts revenue reaching $315 billion by fiscal 2028, including $20 billion from Chinese data center GPU sales.

Meta Platforms is reshaping the AI landscape by raising the cost for top researchers. Only a few companies will be able to keep up.

Nvidia's more attractive share price valuation, combined with its many other strengths, makes it the superior quantum computing investment. That said, Nvidia stock is on fire, having hit a 52-week high of $174.25 on July 18. As a result, you may want to wait for its share price to drop before buying.

Despite a U.S. export ban, Chinese firms are secretly repairing hundreds of smuggled Nvidia AI chips each month.