Jensen Huang, CEO of NVIDIA, has a motherboard when he speaks during a VIVA technology conference on innovations and startups at the Porte de Versailles exhibition center in Paris, France, June 11, 2025.
Gonzalo Fuentes Reuters
Nvidia The shares increased on Wednesday by almost 3% and for the first time since January they went to record closure, because investors gain certainty that the company's leadership in artificial intelligence will not be suppressed by Chinese export controls.
The shares increased even USD 153.13 during the day, corresponding to the earlier downtown. Currently amounts to USD 151.92, which would transfer its closing of USD 149.43 on January 6.
Nvidia is now worth USD 3.7 trillion, which makes it the largest company in the world according to market capital, slightly beating MicrosoftOne of his main customers. Apple It is third with about $ 3 trillion.
While NVIDIA remains a clear leader in graphics processing units (GPU), which are used to build large language models and conduct AI loads, the strength of this year's rally is surprising, taking into account that the company said that it is closed from the second largest economy in the world.
In April, the Trump administration issued new rules that sales from the AI H20 processor of the company that was developed to meet earlier restrictions. Nvidia said last month that the change established by the US government would cost the company $ 8 billion and that it had to write back $ 4.5 billion in stock. Now Nvidia does not count on sale from China.
“Chinese market $ 50 billion is effectively closed to the American industry”, CEO of NVIDIA Jensen Huang he said last month.
And there is another upcoming principle that will expand export restrictions on AI systems, previously Trump administration officials he said.
Still Earnings report In May, Nvidia reported a 69% increase in revenues from year to year, powered by a 73% increase in operations in the data center. According to LSEG, for the full financial year, analysts expect an increase in revenues by 53% to almost $ 200 billion.
Nvidia holds it Annual shareholder assembly on Wednesday.
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