While Nvidia could get shut out of China, it has a big opportunity to grow in other international markets over time.

The Nvidia CEO said his company would "stay agile and keep moving on" and do "whatever's in the best interest of our country."

Jensen Huang, the CEO of Nvidia, emphasized the significance of the Chinese market for the future of artificial intelligence (AI) during an interview at ServiceNow’s Knowledge 2025 conference in Las Vegas.

Nvidia shares rose on a report that the Trump administration plans to revise a set of chip trade restrictions called the "AI diffusion" rule. The chip restrictions were scheduled to take effect on May 15.

The U.S. government plans to withdraw a rule introduced under the Biden administration that had aimed to restrict exports of advanced AI chips — a policy that had posed challenges for major semiconductor companies like Nvidia (NVDA) and AMD (AMD).

Nvidia shares are climbing on reports the Trump administration plans to reverse AI chip export restrictions. Here’s what it means for investors.