The nvidia giant AI rebounds but challenges remain

Actions in Nvidia engendered almost 20% following a 90 -day suspension WE Prices, raising Wall Street to one of its strongest performances of a day for decades. The technology giant, whose chips underpin a large part of the AI ​​boom, from tools like chatgpt to drone technologies, added $ 440 billion to its market value in a single session, stressing its central role in the world of AI.

Despite the rally, serious concerns remain. While some prices have been temporarily interrupted, President Donald Trump has raised samples Chinese Importing to 125% up to 125%. For Nvidia, whose supply chain strongly depends on advanced manufacturing in Asia, in particular Taiwan And South KoreaThis decision threatens to disrupt costs and production times. Analysts warn that such a commercial friction could dissuade investments in IA Infrastructure, which is still at the start of commercial return.

Even with strong income and continuous domination in AI equipment, Nvidia faces a growth in opposite winds. The recent crisis on the part of the company reflected a broader anxiety as to whether the expenses of the AI ​​culminated, in addition to the rise in cheaper open-source alternatives. Additional pressure of high energy requests, regulatory risks and tighter capital markets could further complicate growth. Industry observers warn that prices can undermine the very conditions that AI needs to flourish: stable supply chains, affordable power and investors’ confidence.

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