The policy shift also signals a broader recognition that US innovation leadership depends on global scale, not isolation. "The market sees this for what it is: a strategic retreat from a hardline position that was damaging American competitiveness," he adds. "Trump's administration now appears to be choosing economic leverage over blanket restrictions. That's bullish not only for Nvidia but for every Nasdaq-listed firm plugged into the AI economy." Huang is currently in Beijing and is expected to give a press conference this week, further reinforcing Nvidia's re-engagement with Chinese clients. Analysts are already revising sales projections upward, anticipating a surge in orders for the H20 chip. "This move confirms that Nvidia remains the indispensable supplier of the AI age - and it keeps the Nasdaq firmly in the lead globally," says Nigel Green. "Investors should expect sharp upside moves, especially across semiconductor and cloud names, as the market prices in renewed top-line growth from Asia."