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In May 2026, Nvidia a Santa Clara based, US company had become the most valuable company in the world, with a market capitalization of $5.7tn. Once a niche player in graphics cards, it now stood at the centre of the artificial intelligence (AI) ecosystem, powering large language models, data centres and autonomous systems. Yet, as demand for its latest AI chips soared, CEO Jensen Huang faced a critical dilemma. Intensifying geopolitical tensions between the USA and China had triggered sweeping export restrictions, cutting Nvidia off from China, one of its largest markets and placing billions in revenue at risk. At...
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