Nvidia Smashes Barriers: Now Dominates a Massive New AI Frontier
Nvidia just bulldozed its way into the most lucrative AI market yet—and Wall Street's already pricing in the hype.
### The AI Gold Rush Has a New Sheriff
Forget playing catch-up. Nvidia's latest move isn't just about chips—it's about rewriting the rules of the game. They've cracked open a sector so vast, even their own investors might be underestimating the upside.
### Why This Isn't Just Another Tech Flex
This isn't incremental growth. It's a full-scale invasion into territory where legacy players thought they were safe. The timing? Impeccable. The execution? Ruthless. The financials? Probably already baked into the stock price by hedge fund algorithms.
### The Cynical Take
Meanwhile, somewhere in Manhattan, a junior analyst is frantically updating their 'strong buy' recommendation—three years too late, as usual. The real winners? Those who got in before the institutional herd started chasing the trade.
H20 chip sales in China will start soon
Nvidia is preparing to restart sales of its H20 GPUs. This line of processors has been tailored for China. The company has already received word from Washington that export licenses WOULD be approved. In a Tuesday statement, the company said the H20 was less powerful than its flagship accelerators but met U.S. trade rules.
“I’m very happy that the export control has been lifted on H20 so that we can serve the market,” Huang said in an interview later that day.
Soon after Nvidia’s notice, Tencent confirmed it was applying to buy the chips, Reuters reported. ByteDance, owner of TikTok, said a similar report about its own application was “not accurate”.
The chip Maker also plans to introduce a new RTX PRO graphics card for China, saying the part will fit digital‑twin uses in smart factories.
Nvidia has gained fresh access to a huge AI market
Gaining fresh access to China, one of the world’s largest spenders on AI, is timely for Nvidia. Bank of America expects AI funding in the country to jump 48 percent this year to about US$98 billion. Nvidia, which recently crossed the US$4 trillion mark in market value, stands to benefit from that surge, while Chinese developers gain quicker access to high‑end computing power.
In January, Nvidia’s shares briefly fell 17 percent when the launch of DeepSeek highlighted how efficiently some Chinese teams could train large language models. The stock has since rebounded, and the company’s market capitalization again ROSE past US$4 trillion.
Huang reminded the audience on Wednesday that over 1.5 million Chinese developers are building Nvidia’s platforms. He credited researchers, programmers, and entrepreneurs for what he called the country’s “super‑fast innovation”.
Looking ahead, Huang predicted that in the next 10 years, the most advanced factories in China will rely on AI and robots rather than human workers for dangerous or repetitive tasks. Automation and ML, he said, will become as basic to industry as electricity or the internet.
“Today, AI is fundamental infrastructure,” he told the expo audience. “It is revolutionizing the supply chain, changing how we build and MOVE things.”
He added that a large number of Chinese projects are using Nvidia’s Omniverse to create digital twins, to fine‑tune and design warehouses and factories before physical construction.
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