Nvidia and AMD will soon begin selling new GPUs made for AI workloads in China to comply with US chip export restrictions.

In a bid to maintain its lead in the high-stakes AI race, the US government has sought to keep Nvidia’s advanced GPUs out of China by tightening export rules.

Nvidia CEO Jensen Huang had a lot to say about the China restrictions and praised President Donald Trump during the company's Q1 earnings call.

Is there anything that can rain on Nvidia’s parade after another well-received earnings report? Well, criticism from U.S. lawmakers over plans for a facility in Shanghai might introduce a small storm cloud.

The semiconductor industry has faced a number of headwinds, from uncertainty around tariff policy in the U.S. and chip export restrictions to China.

Despite Wall Street’s general approval of Nvidia’s results and outlook without China, Huang isn’t giving up on the region. The CEO issued a dire warning during the company’s earnings call, saying that whatever chip AI platform wins in China is positioned to lead globally.

Nvidia stock is up less than a percentage point this year. Follow live coverage and analysis of the chip maker's first-quarter earnings report.

While many analysts still count Nvidia as a top tech pick, they're also cautious on overhangs related to China restrictions and tariffs.

Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billion in sales from the company's current quarter,