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Investor's Business Daily on MSNAs Nvidia, Broadcom Soar, Don't Ignore This AI Chip Stock. Top Funds Haven't.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 stock was gaining after key partner Taiwan Semiconductor Manufacturing gave an upbeat outlook on artificial-intelligence processor demand.
The US government is reportedly considering loosening export restrictions, which could allow the tech giants to resume sales of some lower-end AI chips to China. This policy shift comes after April's export ban blocked chips such as Nvidia’s H20 AI accelerator and AMD's MI308.
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So, Nvidia and Nebius enjoy a close partnership. That's expected to be beneficial for the latter, since the AI chip giant is busy rolling out AI infrastructure around the globe. Importantly, Nebius' results make it clear that it is quickly making its presence felt in the fast-growing cloud AI infrastructure-as-a-service market.
Nvidia took a $4.5 billion write-off in its latest quarter on unsold H20 chips that it was unable to repurpose for other markets. If sales of these high-volume chips to China resume, a reversal of this write-off could boost earnings.
China’s move to ease AI chip export rules offers relief for Nvidia and U.S. semiconductor giants. Here’s what it means Nvidia's future stock price outlook.
Nvidia stock spiked on Tuesday. The AI chip titan said it had received assurances from the administration that it can resume sales of key AI chips to China.
AI Giants Fuel Market Surge The stock market has soared to new heights in 2025, driven largely by technology stocks, with artificial intelligence (AI) leaders like Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT),