Nvidia is caught in a geopolitical storm, with U.S. export restrictions, rising competition from China’s DeepSeek, and pressure from both Wall Street and Washington. Now, the Trump administration faces a critical decision: tighten AI restrictions even further or ease up to keep U.S. companies competitive. In this episode, we break down Nvidia’s latest earnings, the battle over AI dominance, and what’s next for the most important tech company in the world.

Listen to Leading Indicator episode with Nvidia analyst Gil Luria here

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Rule Changes → Chip Charges