$NVIDIA(NVDA)$ NVDA's Jensen Huang and AMD's Lisa Su were both at the White House state dinner with President Trump and President Xi, with AI, chips, trade, and U.S.-China technology policy still front-and-center.
That detail stands out. Semiconductors have turned into strategic infrastructure, tied directly to AI leadership, data centers, national competitiveness, and global trade.
When the CEOs of NVDA and AMD are sitting in rooms like that, it says a lot about how important this industry has become. The broader semiconductor ecosystem benefits from that importance: $Broadcom(AVGO)$ $Micron Technology(MU)$ $ARM Holdings(ARM)$ QCOM.
AI chips are no longer some side industry. They're sitting at the center of the global economic conversation.
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