儘管存在“地緣政治問題”，人工智慧熱潮仍推動英偉達發展

Nvidia, a leading computer chip designer, has seen its business soar thanks to the growing demand for artificial intelligence, or AI, among major technology companies. Despite ongoing tensions between the United States and China, Nvidia reported a huge increase in revenue, reaching $46. 7 billion for the second three months of the year, which is a 56 percent jump compared to the same period last year. However, the company is still facing challenges due to the trade war between the US and China, and its shares dropped in after-hours trading. Nvidia has had to adapt to changing US government policies that aim to keep America ahead in AI development, especially under the Trump administration.

Nvidia's advanced chips are a key part of the current AI boom. The company said that demand for its products remains strong, especially from big tech firms like Meta, which owns Instagram, and OpenAI, the creator of ChatGPT. These companies are racing to improve their AI capabilities, and Nvidia's CEO Jensen Huang said that spending from four major tech firms has doubled to $600 billion per year. Huang believes that AI will eventually help the economy grow faster, and Nvidia's role in building AI infrastructure is crucial. Colleen McHugh, chief investment officer at Wealthify, told the BBC that Nvidia is 'at the heart of this AI boom' and faces little competition in the market for AI chips. She also pointed out that Nvidia relies heavily on tech giants for its revenue, and as long as these companies keep buying chips, Nvidia's profits and share price should continue to rise.

Nvidia's revenue from data centers, which are essential for running AI programs, also jumped by 56 percent to $41. 1 billion, although it was slightly below what analysts expected. Eileen Burbridge, an investor and founding partner of Passion Capital, said that the small drop in share price was because the data center division did not perform as strongly as hoped. Still, she described Nvidia's growth as 'unbelievable' and suggested that there might be too much excitement or even a bubble in the AI market. In July, Nvidia became the world's first $4 trillion company, and it expects its revenue to grow to $54 billion in the next quarter, beating Wall Street's predictions.

Despite its success, Nvidia remains vulnerable to geopolitical tensions between the US and China. In July, the company announced it would resume sales of its high-end AI chips to China after CEO Jensen Huang convinced the Trump administration to reverse a ban on the sale of its H20 chips, which were made for the Chinese market. The ban was originally put in place because of concerns that the chips could help the Chinese military as well as AI developers. Recently, the US government started reviewing licenses for sales of H20 chips to Chinese customers, but Nvidia has not shipped any yet, even though some Chinese companies have received licenses. The US government expects to get 15 percent of the revenue from these sales. Nvidia did not include H20 in its forecast for the current quarter and is also trying to get approval to sell its Blackwell chips to China, which is the largest market for chips.

Meanwhile, analysts say that US export restrictions are encouraging China to develop its own chip industry, which could eventually compete with Nvidia. Jacob Bourne, an analyst at Emarketer, said that the big question now is whether Nvidia's move into robotics will help it keep its position as the leader in the AI economy. Nvidia is still a major player in technology, and many people are watching to see how it will handle these challenges and what it will do next.