Nvidia ( NVDA 1.06%) has proven itself to be the bellwether of the artificial intelligence (AI) industry. The company is the leading AI chip designer and has been among the first to speak of what's next in the field -- from sovereign AI to humanoid robots.

Nvidia founder and CEO Jensen Huang has been active on the government relations and lobbying front, and now he’s got something big to show for his efforts: the Trump Administration has agreed to lift a ban on selling Nvidia H20 AI chips to China.

Anita Ramaswamy, columnist at The Information, joins Marketplace’s Meghan McCarty Carino for “Tech Bytes: Week in Review.”

Nvidia ( NVDA -0.42%) stock has returned 29% this year, and its market value currently stands at $4.2 trillion. Meanwhile, Palantir ( PLTR -0.34%) shares have advanced 104%, and its market value currently stands at $360 billion. That brings their collective valuation to $4.5 trillion.

Robust demand for artificial-intelligence chips makes for attractive buying opportunities in several semiconductor stocks headed into earnings season, according to J.P. Morgan.

At the Beijing Expo, Jensen Huang also announced plans for a new chip for Chinese clients that is designed for robotics and smart factories.

Nvidia CEO Jensen Huang contradicts Anthropic CEO's 'white-collar apocalypse' prediction, suggesting AI will augment jobs while encouraging workers to adapt.

AI-related stocks have delivered explosive gains for the past two and a half years. Nvidia (NASDAQ:NVDA) turned its GPUs into the picks and shovels of the new gold rush and became the planet’s most valuable company.