The S&P 500's spring sell-off was fast and unexpected, sparking fear that trade war uncertainty would serve as a catalyst for stagflation or outright recession. As a result, many investors sold top performers, including Nvidia, before a massive post-sell-off run higher.

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

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

Separately, stock in Dutch chip company ASML was falling sharply Wednesday after the company cut its outlook, blaming trade wars and tariffs for lower demand.

Nvidia CEO Jensen Huang described artificial intelligence models from Chinese firms Deepseek, Alibaba and Tencent as "world class" and said AI was "revolutionising" supply chains, at an exhibition in Beijing on Wednesday.

One analyst boosted his price target on Nvidia’s stock to a level that would imply a $5.7 trillion market cap, with the chip maker seemingly cleared to sell its H20 chip in China again.

Data center operators in China, which use Nvidia’s H20 chips to crunch data for various AI services, have been struggling to find a local alternative that is as good as the U.S. company’s chips.