Nvidia has been an artificial intelligence leader and major winner over the past few years. On July 16, CEO Jensen Huang may address one of the company's biggest challenges. But Nvidia has encountered one major hurdle along this path,

Nvidia Corporation continues to lead in AI & data centers, fueling stock growth despite risks & high valuations. Click for my NVDA update.

NVIDIA's upcoming China-specific B30 AI GPU has estimated 75% of the performance of H20, with demand for B30 'significant' and orders already placed.

Nvidia CEO Jensen Huang downplayed US concerns about Chinese military use of Nvidia chips, arguing China doesn’t need them for defense. He criticized US export controls.

The Chinese firm has reached out to potential clients in the UAE, Saudi Arabia and Thailand about buying its Ascend 910B processors.

China plans to build 39 AI data centers using over 115,000 restricted Nvidia GPUs, with 70% going to a massive site in Xinjiang, potentially defying U.S. export bans and raising concerns over sourcing.

Nvidia Corporation remains a top AI infrastructure pick despite risks, and Advanced Micro Devices offers tactical opportunity. Click for more on AMD and NVDA.

Stacy Rasgon, Bernstein senior semiconductor analyst, joins 'Squawk Box' to discuss Nvidia's rally to a $4 trillion market cap, the ban on sales to China and what's next for the semiconductor sector.