Nvidia struck a surprising deal after convincing the president that H20 chips aren’t a national security risk. But whether the reversal is good or bad depends on who you ask.

Trump said on Monday that he might allow Nvidia to sell a more advanced artificial intelligence chip in China based on the chipmaker’s latest and most advanced Blackwell platform. The performance of H20 chips sold to China is restricted compared with those more advanced processors sold to customers in the US.

Harsh Kumar, Piper Sandler senior research analyst, joins 'The Exchange' to discuss if policy changes for Nvidia mean a lot for the company, how much of a moat Nvidia has overall and much more.

From Nvidia possibly getting the green light for next-gen chip sales in China, to a $1 AI deal, we round up the week's big stories from the AI revolution. Fiona Jones reports.

Speaking on Bloomberg Television, Treasury Secretary said President Donald Trump was the designer of the agreement that Nvidia will pay 15% to the U.S. Treasury for its sales of microchips to China. "We could see it in other industries over time,

Nvidia price target climbs as analysts cite China demand, new AI tools, and strong hyperscaler momentum. Here's what to know.