Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company faced another selloff Wednesday.

U.S. President Donald Trump's administration is considering tightening restrictions on artificial intelligence leader Nvidia's sales of its H20 chips designed for the China market, Bloomberg News reported on Wednesday.

Nvidia’s AI leadership remains intact, despite DeepSeek concerns. Read why NVDA stock’s steep drop represents a great opportunity for long-term investors.

Chinese startup DeepSeek has achieved what many (including experts) thought impossible: create a foundational, competitive AI model for just $5.6 million. By comparison, OpenAI’s unreleased GPT-5 (codenamed “Orion”) reportedly requires $500 million for six months of training.

What just happened to Nvidia — and the S&P 500 as a whole, really — embodies so much of the uncertainty surrounding the global AI war. But where Big Tech may be failing, opportunities are opening up for competitors and investors alike.