Demand in China has begun surging for a business that, in theory, shouldn't exist: the repair of advanced Nvidia artificial intelligence chipsets that the U.S. has banned the export of to its trade and tech rival.

Last week, Nvidia CEO Jensen Huang said it would soon resume selling its H20 chips to China after a breakthrough with the Trump administration on regulations.

The Nvidia chief’s praise for Chinese companies suggests a recognition of their growing influence in the global AI ecosystem. Open-source approaches to AI development allow for wider access to foundational models and accelerate innovation by enabling developers worldwide to build upon existing frameworks.

The Commerce Department allows Nvidia to sell H20 AI chips to China despite security concerns, and experts are divided on the U.S. technological advantage.

At the Beijing Expo, Jensen Huang also announced plans for a new chip for Chinese clients that is designed for robotics and smart factories.

The Trump administration's "AI Action Plan" and Google's increased data center spending are likely to buoy NvidiaNVDA and other AI chip stocks, analysts say.On Wednesday, President Donald Trump unveiled his plan to ensure that the U.

Artificial intelligence (AI) investing remains the prevailing market theme, and it doesn't appear to be slowing. Even though 2025 is halfway over, there are still plenty of AI stocks that are worth your investment dollars and could see impressive growth throughout the rest of the year.

Each of the Big Tech platforms has its own story to tell and market demons to fend off. But the AI buildout and Wall Street excitement has proven resilient in the face of tectonic trade shifts and the uncertainty that has distressed other parts of the market.