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Positive near-term bias for NVDA from continued data-center investment and no-regulation posture; risk if policy actions constrain deployment.
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The AI safety debate has drawn unlikely bipartisan support and spirited exchanges among industry leaders. Huang argues against new regulations and highlights data-center expansion as a key driver for Nvidia. The policy backdrop could influence near-term AI hardware spending, with NVDA poised to benefit if deployment accelerates.
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