Nvidia (NVDA) Stock Today, Nov. 5, 2025: Shares Rebound as China Tightens AI-Chip Rules; White House Bars “Blackwell” Exports
Updated Nov. 5, 2025, 19:49 UTC Key takeaways What moved NVDA on Nov. 5 1) China’s new restrictions on AI chips Reuters reported today that Chinese regulators have ordered state‑funded data center projects to use only domestically made AI chips. Projects under 30% completion must remove foreign chips or cancel plans to use them; more advanced builds will be reviewed case‑by‑case. While the directive strengthens local suppliers (e.g., Huawei, Cambricon), it raises uncertainty for foreign vendors like Nvidia—even as developers have favored Nvidia’s software ecosystem. Reuters Implication: China has been a diminished but still strategic market for Nvidia’s data‑center products.
