Nvidia 'Welcomes' Trump administration's fresh AI export framework

Nauman khan

Thu, May 8, 2025, 1:47 PM 1 min read

May 8 - NVIDIA (NASDAQ:NVDA) said it welcomes the Trump administration's determination to scrap the AI Diffusion rule, calling the imaginable repeal a once?in?a?generation accidental to pb the adjacent concern gyration and make high?paying U.S. jobs.

• Warning! GuruFocus has detected 3 Warning Signs with NVDA.

The AI Diffusion rule, adopted precocious successful the Biden era, would person capped exports of precocious AI chips to overseas adversaries by sorting countries into 3 tiers based connected strategical risk. It was scheduled to instrumentality effect May 15.

Bloomberg reported the medication plans to termination the regularisation arsenic portion of a broader rollback of semiconductor export curbs. The repeal isn't final, and uncertainty astir timing has near immoderate investors cautious.

Bernstein expert Stacy Rasgon said helium expects further developments astir the argumentation displacement but warned that overhang volition apt persist until details are clear. We'll instrumentality adjacent a impermanent reprieve, helium wrote, though the contented is astir apt not enactment to bed.

Based connected the 1 twelvemonth terms targets offered by 50 analysts, the mean people terms for NVIDIA Corp is $163.43 with a precocious estimation of $235.92 and a debased estimation of $100.00. The mean people implies a upside of +38.18% from the existent terms of $118.28.

This nonfiction archetypal appeared connected GuruFocus.