NVIDIA's stock price rose by about 3% on Tuesday, after it had fallen to near $200, far below its previous record high of over $243.

This rebound occurred after President Trump delivered a speech on Israel and Iran on Fox News. The related remarks boosted market hopes for a diplomatic agreement, drove down oil prices, and led to an increase in tech stocks.

Signals from the demand side also provide support. The New York Times reported that Anthropic is expected to have a computing power of over 3.5 gigawatts by the end of 2026.

NVIDIA's influence in the chip supply chain is also expanding. Bloomberg reports that the CEOs of Marvell and Lumentum communicated with NVIDIA CEO Jensen Huang before agreeing to proceed with a deal worth approximately $115 billion; NVIDIA has already invested $2 billion in each of these two companies.

However, risks still exist, including customer financing pressures, power shortages in data centers, and intensified competition from customized chips such as Google's TPU.

CoinPedia Tip

CoinPedia has been providing updates on cryptocurrencies and blockchain since 2017. All content is written by a team of analysts and journalists and follows editorial guidelines. The articles also mention that readers should conduct their own research before making investments, and that the authors and publishers are not responsible for financial decisions. The website also explains that sponsored content and affiliate links may appear on the pages, with advertisements clearly labeled, while editorial content remains independent.