Standard NVIDIA shares have recorded high on renewed artificial intelligence optimism

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NVIDIA’s shares reached a record on Wednesday, which represents a shift for the chips company after a rock start of the year that is characterized by the United States of Chinese on critical artificial intelligence technology.

The shares of the American chip designer increased by 4 percent, bypassing the high price at all in January, as it is suitable for Microsoft and Apple to be the most valuable company in the world.

The gathering came as Nafidia The CEO, Jensen Huang, presented a thunderbolt look at the company’s annual shareholders meeting on Wednesday about its ability to continue its explosive growth over the next decade. He cited a “billions of dollars” chance of artificial intelligence and robots.

“We are at the beginning of building the infrastructure of the spontaneous organization that has lasted a decade: the demand for sovereign intelligence grows all over the world,” Huang told the shareholders.

NVIDIA re -optimistic about its shares, which was ignored earlier this year when the penetration of Deepseek in China led to concerns about the durability of the dominant NVIDIA status in the global infrastructure market. This event Explaining approximately $ 600 billion From the company’s market value.

She also knocked on her share after US President Donald Trump presented new restrictions on H20 AI in NVIDIA Chips In his commercial struggle with China.

The move closed the arrival of NVIDIA to the Chinese market, which it says could reach $ 50 billion in the coming years. NVIDIA is considering redesigning its Blackwele chips to continue the China Market Service with compliance with export controls.

Daniel Newman, CEO of Futurum Group, said the gathering “related to the ability of NVIDIA to move as soon as it moves.”

He said: “Although cloud service providers such as Amazon and Microsoft want to build their integrated infrastructure vertically, there is now no position in which there is no best technical accommodation, not NVIDIA.”

It does not matter to threats from competitors such as AMD to enjoy the market share of advanced artificial intelligence chips “if it is a $ 400 billion market in the next four years.”

NVIDIA committed an annual edition of artificial intelligence chips, and puts itself in the launch of Vera Rubin, which will follow the current Blackwell systems that have witnessed a huge demand, including sovereign infrastructure deals with Saudi Arabia and the United Arab Emirates.

“Nafidia is riding a general chip wave,” said Ji Dan Hatscheon, Vice President at Techinsights, with the markets recovering from the influence of the “Liberation Day” tariff on “Tahrir Day” and “Debceic”. “Nafidia was exaggerated because of both.”