NVIDIA stock quickly recovered from a brief 1.4% dip, triggered by a 25% federal surcharge on H200 chip exports to China, as market confidence was bolstered by strong demand signals.
- The recovery was fueled by Taiwan Semiconductor Manufacturing Company (TSMC) confirming insatiable demand for AI hardware.
- Investor focus is shifting to the upcoming "Vera Rubin" architecture, unveiled at CES 2026, which promises a 5x leap in AI inference performance.