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NVIDIA Corporation (Nasdaq: NVDA) closed at $143.85 on June 20, 2025, down 1.12% as investors weighed the company’s latest AI and nuclear energy investments against ongoing trade uncertainties with China.

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NVIDIA Corporation (NVDA)

Despite recent volatility, Nvidia stock remains near its all-time highs, supported by sustained AI demand and major global partnerships.

Nuclear Energy Investment Signals New Growth Avenues

Nvidia’s venture capital arm, NVentures, recently invested in TerraPower, a nuclear energy startup co-founded by Bill Gates. TerraPower raised $650 million to advance nuclear solutions designed to power energy-hungry data centers, an essential need as artificial intelligence applications grow. Nvidia’s Mohamed Siddeek emphasized nuclear energy’s role in AI transformation, underscoring its strategic value in supporting long-term AI infrastructure.

Nvidia wants in on the nuclear renaissance, invests in Bill-Gates backed TerraPower | TechCrunch https://t.co/oQMWfLfiin

— TechCrunch (@TechCrunch) June 20, 2025

This move highlights Nvidia’s intention to secure energy reliability for future data processing needs. Data centers, especially those powering generative AI and large language models, are becoming increasingly energy-intensive.

Global AI Partnerships Expand Reach

Nvidia continues to build its AI ecosystem outside the U.S. Recently, it announced partnerships with Deutsche Telekom in Germany to create the first industrial AI cloud for European manufacturing firms. Similar collaborations are underway in the United Kingdom, as the government ramps up national AI capabilities.

In Saudi Arabia, Nvidia has partnered with Humain, a subsidiary of the kingdom’s Public Investment Fund, to develop AI infrastructure. These moves indicate Nvidia’s strategy to diversify away from potentially restricted markets such as China, where U.S. export policies have created challenges.

Ongoing Risks from U.S.-China Trade Tensions

A key risk remains Nvidia’s dependence on China for AI chip sales. Following U.S. government restrictions on the sale of its H20 chips to Chinese firms, Nvidia wrote off $5.5 billion and expects an $8 billion impact this quarter. CEO Jensen Huang warned that being shut out from China would result in substantial losses, although efforts to manufacture AI supercomputers in Arizona and Texas aim to mitigate supply chain risks.

A temporary U.S.-China tariff truce provided brief stock support, but recent developments, including new semiconductor tariffs and blacklisting of Chinese companies, add fresh uncertainty.

Is Nvidia Stock a Buy?

Chart analysis indicates Nvidia remains in a buy zone, with support at $143.44. However, macro risks from China’s AI ambitions and new domestic competitors like Huawei’s H100 challenger could limit near-term upside. Investors should monitor U.S.-China trade developments and AI spending trends carefully before making decisions.

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