"Permanent Residence" 2025 News Headlines! Review of NVIDIA Corporation's (NVDA.US) Top 15 Key Events of the Year

It is hard to imagine which company in 2025 will have a greater impact on Wall Street and the artificial intelligence industry than NVIDIA Corporation(NVDA.US). Investors closely track the every move of the company's CEO Huang Renxun, whether it is his meetings with U.S. President Trump or his nights out for fried chicken and beer with executives from Samsung and Hyundai. NVIDIA Corporation's revenue soared in 2025, reaching $187.1 billion. Its market value continued to climb, briefly surpassing $5 trillion before falling back and stabilizing in the $4 trillion range. NVIDIA Corporation had many highlights and intense fluctuations in 2025, and the following 15 events were undoubtedly the most important turning points. January 6: CES 2025 NVIDIA Corporation kicked off the new year at CES 2025 with a series of product releases, from new ultra-small AI chips to more powerful gaming graphics cards. Huang Renxun's keynote covered a variety of topics, including physical AI (Siasun Robot&Automation), desktop AI systems, and a series of AI software updates, setting the tone for the company's development in 2025. January 27: "DeepSeek Event" Despite nearly all indicators showing amazing achievements for NVIDIA Corporation in 2025, the year began with a shocking start. In January, DeepSeek released its R-1 model, claiming that the model was trained without using the most advanced processors. This news caused huge volatility in the AI trading, with NVIDIA Corporation's market value evaporating nearly $600 billion in a single day. However, after the initial panic, concerns that AI companies no longer needed high-performance chips were proven to be exaggerated, as training AI models and running models are two different things. According to NVIDIA Corporation, using more powerful chips to run models can significantly improve overall performance. As more companies acknowledged this view, the market gradually calmed down, but NVIDIA Corporation's stock price did not return to pre-DeepSeek levels until June. March 18: NVIDIA Corporation releases Blackwell Ultra chip at GTC conference NVIDIA Corporation's annual GTC conference used to be a medium-sized tech event, but this year was different. Huang Renxun's keynote speech was full to capacity, held at the SAP Center, the home of the San Jose Sharks, and NVIDIA Corporation almost "took over" a large area in downtown San Jose, including a large food tent area covering 2.3 acres of Caesar Chavez Square. In his speech, Huang Renxun released the Blackwell Ultra chip - the successor to the Blackwell GPU, as well as the GB300 super chip, which integrates two Blackwell GPUs and one Grace CPU together. Huang Renxun said that these products were created for the "AI inference era," and models like DeepSeek's R-1 will run better on NVIDIA Corporation's latest and most powerful chips. April 2: "Liberation Day" On April 2, Trump announced a series of tariffs on countries and goods, calling this day "Liberation Day." This move caused a stock market crash, forcing Trump to partially retract measures a week later. NVIDIA Corporation was not spared. The company's stock price dropped from $110 on April 2 to $94.31 on April 4, and the stock price did not truly recover until April 25 from the levels before "Liberation Day." April 15: H20 chip effectively banned April did not improve for NVIDIA Corporation. The Trump administration implemented new chip restrictions, requiring NVIDIA Corporation to obtain a license to export the H20 chip to China, effectively banning sales of this chip to China. The GPU was specifically designed by NVIDIA Corporation to comply with the restrictions set during the Biden administration, but Trump halted this "China-exclusive" chip citing national security concerns. NVIDIA Corporation recorded a $4.5 billion related impairment charge in the first quarter and an additional $4 billion in the second quarter. July 9: NVIDIA Corporation's market value exceeds $4 trillion Despite the impact of the DeepSeek event and the H20 sales ban in China, NVIDIA Corporation's stock price continued to rise. In July, the company became the first company to exceed a market value of $4 trillion. It is worth noting that NVIDIA Corporation broke the $1 trillion market value in 2023, adding $3 trillion in just three years, thanks to its dominant position in the AI chip market. July 14: NVIDIA Corporation can sell H20 to China again In July, there was another turning point in the relationship between the U.S. and China. NVIDIA Corporation announced that the Trump administration had assured the company that it would allow sales of the H20 chip to China. Huang Renxun convinced Trump successfully, stating that the U.S. could fall behind in competition if it completely cuts off the sale of technology to China. Ultimately, Trump agreed to allow NVIDIA Corporation to resume sales of H20 to China. August 11: NVIDIA Corporation must pay 15% of sales revenue to China Despite the White House's approval of NVIDIA Corporation's chip sales to China, it announced that it would take a 15% cut from these sales. This rule also applies to NVIDIA Corporation's competitor AMD (AMD.US). While revenue will be reduced, Wall Street investors were not overly concerned - receiving 85% of revenue is obviously better than zero revenue from sales to China as before. September 22: NVIDIA Corporation announced a $100 billion investment in OpenAI In September, NVIDIA Corporation announced a investment of over $100 billion in the developer of ChatGPT, OpenAI. This collaboration will allow OpenAI to build at least 10 gigawatts of data center capacity for training and running GPT models. This transaction raised concerns from some analysts, who warned that this type of "circular investment" - NVIDIA Corporation investing in customer OpenAI, and the latter using the funds to purchase NVIDIA Corporation chips - could artificially inflate AI spending. NVIDIA Corporation's similar deal with CoreWeave (CRWV.US) had also been criticized, intensifying discussions about an AI bubble. October 17: First U.S.-manufactured Blackwell chip Like the Biden administration before, the Trump administration also viewed chip manufacturing reshoring as a national priority. Although NVIDIA Corporation does not manufacture chips itself (it is subcontracted to Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR), the company celebrated the completion of the first U.S.-manufactured Blackwell chip in October. October 29: NVIDIA Corporation's market value touches $5 trillion At the end of October, NVIDIA Corporation's market value exceeded $5 trillion, just a few months after surpassing $4 trillion. At a time of high market sentiment, NVIDIA Corporation announced new partnerships with companies like Uber Technologies, Inc. (Uber.US) at its first GTC conference held in Washington, D.C. Market expectations were high for a potential agreement between the U.S. and China to allow NVIDIA Corporation to sell chips to China, but it did not materialize in the end. October 30: Viral photo of Huang Renxun dining with Samsung and Hyundai executives Huang Renxun became a superstar in 2025. In October, journalists and onlookers flocked to a Korean fried chicken restaurant just to catch a glimpse of him dining with executives from Samsung and Hyundai. A photo of the three of them dining together quickly went viral on the internet. November 19: NVIDIA Corporation approved to export chips to the Middle East In November, NVIDIA Corporation was approved to export computing power equivalent to over 60,000 Blackwell chips to Saudi Arabia and the UAE, continuing to expand opportunities to sell processors to more countries. In 2025, NVIDIA Corporation continued to promote the concept of "sovereign AI," stating that it allows countries to build independent AI data centers without relying on other countries. November 25: NVIDIA Corporation's "Alphabet Inc. Class C Tweet" NVIDIA Corporation faced potential threats from customers, including Microsoft Corporation (MSFT.US) and Amazon.com, Inc. (AMZN.US) developing their own AI chips. In November, there were reports that Alphabet Inc. Class C might provide its own TPU chips to Meta (META.US) for data centers, causing market concerns. NVIDIA Corporation then released a viral tweet, congratulating Alphabet Inc. Class C on the performance of its chips, while emphasizing that their own GPUs are a generation ahead and highlighting that NVIDIA Corporation's chips are the only ones that can run all AI models. December 9: NVIDIA Corporation approved to sell H200 to China After a year of back and forth, Trump took to social media to announce his approval of NVIDIA Corporation's sales of the H200 chip to China. The H200 lags two generations behind the current Blackwell Ultra processor. However, there are still uncertainties in this arrangement. NVIDIA Corporation has become a "chip" in U.S.-China negotiations, just like Apple Inc. did before, and there is still a risk of another ban on its chips in the future.