Nvidia and Dell announced a partnership on the AI-powered Doudna supercomputer at the Berkeley National Laboratory, which will advance research on fusion energy and more.

The company continued to grow fast in its most recent quarter despite new rules restricting the sale of A.I chips to China.

Nvidia has been seen by investors as a bellwether for the broader semiconductor industry and artificial intelligence-related stocks.

Nvidia investors took away a story of relative strength, all things considered, from the AI giant's first quarter earnings.

While Nvidia is being squeezed out of China, other policy changes may help open up additional markets. The US president recently visited Saudi Arabia and other states in the Middle East, where he announced large AI projects. That reversed a push by his predecessor to clamp down on the region’s access to AI technology.

Major stock indexes posted early gains after a federal trade court struck down President Trump’s most sweeping tariffs. But that enthusiasm faded during the session, even before a federal appeals court temporarily stayed the decision.

Nvidia has come to symbolize the rise of AI, briefly reclaimed its position as the world’s most valuable company on Thursday, May 23, 2025.

Shares of technology companies were flat as a stark gain for chip giant Nvidia was offset by trade-policy concerns. Nvidia rallied after the artificial-intelligence bellwether posted stronger-than-anticipated sales growth. Separately, Sen. Jim Banks and Sen. Elizabeth Warren accused the chipmaker of cozying up to China.