We recently compiled a list of the 10 Best Strong Buy Tech Stocks to Buy. NVIDIA Corporation stands second on our list.
NVIDIA Corporation (NASDAQ:NVDA), a global leader in GPU and AI chip design, is reentering the Chinese market after receiving U.S. government approval to resume sales of its H20 AI GPU. These sales were previously halted due to export restrictions, making the July 2025 resumption a major development in the ongoing U.S.-China tech tensions. To further strengthen its position in China, the company launched a new RTX Pro GPU tailored to meet local regulatory requirements, specifically for AI-driven applications such as smart manufacturing and logistics.
This strategic move aligns with NVIDIA Corporation (NASDAQ:NVDA)’s broader goal to expand its AI technology footprint in one of the world’s fastest-growing AI markets. CEO Jensen Huang has been active in fostering AI cooperation between the U.S. and China, advocating for open-source research and global innovation. His diplomatic outreach reflects the company’s commitment to making AI accessible worldwide while navigating geopolitical complexities.
To support this expansion, NVIDIA Corporation (NASDAQ:NVDA) has reportedly placed large H20 chip orders with TSMC, signaling robust demand and a ramp-up in production. Analysts estimate these China-bound chips could generate up to $15 billion in revenue, marking a significant financial opportunity for the company.
While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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Disclosure: None.