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The US Commerce Department has closed a loophole allowing Nvidia chip exports to China, marking another escalation in the ongoing technology rivalry between the superpowers.
Prominent investor Dan Loeb's endorsement of Nvidia's current valuation signals a maturing perspective on AI investments, favoring fundamental analysis over speculation.
Nvidia's planned $150 billion annual investment in Taiwan signals a seismic shift in global AI infrastructure positioning and semiconductor geopolitics.
Nvidia strengthens board oversight by appointing former Goldman Sachs Vice Chairman Suzanne Nora Johnson, signaling institutional maturity focus.