Nvidia can sell its AI chips in China, and hyperscalers are spending more heavily on data center infrastructure than Wall Street anticipated.

Nvidia ( NVDA -0.85% ) stock has rocketed 35% year to date, and that momentum could continue in the coming months. Shareholders just received good news from President Donald Trump regarding export restrictions. They also got good news from Wall Street about how much money hyperscale cloud companies are spending on artificial intelligence (AI) infrastructure.

Here's what investors should know.

President Trump will let Nvidia sell more chips in China

Since 2022, the U.S. government has progressively tightened export controls on AI technologies to keep sophisticated semiconductors and equipment away from the Chinese government and milita

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