Nvidia recently became the first company to reach a $4 trillion market valuation, driven by its near-monopoly in AI chip technology.

Despite a U.S. export ban, Chinese firms are secretly repairing hundreds of smuggled Nvidia AI chips each month.

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.

Nvidia ( NVDA 1.75%) has been a top AI stock pick for a long time for good reason: Its graphics processing units (GPUs) are powering the AI revolution. They are phenomenal at processing arduous workloads, making them ideal for training and running AI models.

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.

HANNA DOHMEN is a Senior Research Analyst at Georgetown’s Center for Security and Emerging Technology and a Nonresident Fellow at the Atlantic Council.

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.

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