‘The Platform That Wins China Is Positioned to Lead Globally' Says Nvidia CEO About AI
Nvidia (NVDA) CEO Jensen Huang stated that the U.S. can't shut China out of the artificial intelligence (AI) market if it wants to dominate the field. Instead, he told analysts in a post-earnings conference call that 'the platform that wins China is positioned to lead globally.'
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Huang argued that, 'China is one of the world's largest AI markets and a springboard to global success.' It's home to roughly half of the world's AI researchers, and he noted that the country will have AI, with or without help from the U.S.
As a result, the Nvidia CEO wants to continue AI collaboration in China to ensure that its AI runs on American infrastructure. He said this will allow the country to lead the sector, as America wins when AI models, like DeepSeek, run on U.S. platforms.
Trump's Trade War Stops AI Collaboration
While Nvidia wants to work with China on AI development, President Donald Trump has different plans. The President has continued his trade war with the country and announced new limitations on exports. The latest restrictions include semiconductor technology.
President Trump's latest actions were a surprise, as many believed the trade war with China was easing. That belief came after a pause on extremely high tariffs to allow for further negotiations. However, it appears the President doesn't have any plans to back down from this economic battle.
Is Nvidia Stock a Buy, Sell, or Hold?
Turning to Wall Street, the analysts' consensus rating for Nvidia is Strong Buy, based on 33 Buy, four Hold, and one Sell ratings over the past three months. With that comes an average NVDA stock price target of $165.29, representing a potential 22.61% upside for the shares. These ratings and price targets will likely change as analysts update their coverage after the company's recent earnings report.
See more NVDA stock analyst ratings
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Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $649,102!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $882,344!* Now, it's worth noting Stock Advisor 's total average return is996% — a market-crushing outperformance compared to174%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 David Jagielski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Berkshire Hathaway, Enbridge, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
