Donald Trump Rejects AI Slowdown Calls, Reshaping Landscape for Nvidia and AMD
Yahoo Finance ·
On September 13, 2026, President Donald Trump rejected proposals to decelerate frontier artificial intelligence development, emphasizing the necessity of maintaining America's technological supremacy over China. This definitive stance critically impacts NVIDIA Corporation (NASDAQ: NVDA) and Advanced Micro Devices, Inc. (NASDAQ: AMD). Market participants had briefly priced in the opposite risk on September 14, driving Nvidia shares down 3% and AMD down 4.4% following industry calls for a safety-driven hiatus. However, Trump dismissed these concerns, arguing that dominance in artificial intelligence is paramount. Nvidia previously reported second-quarter Data Center revenue of $89.0 billion on August 26, surging 117% year over year, while AMD announced on August 4 that its Data Center revenue reached $6.7 billion, up 107%. Institutional interest remained robust in Q2 2026, with hedge funds long on Nvidia rising to 285 from 275, and those holding AMD climbing from 134 to 164. While the administration's position reinforces ongoing domestic competition, commercial questions regarding chip-buyer purchasing momentum persist.
AI 시장 분석
President Donald Trump rejected demands to slow down advanced AI development, citing the hegemony competition with China. This decision lowers the risk of voluntary slowdowns by AI labs, directly acting as a tailwind to sustain demand for NVDA and AMD computing systems. Investors view the alleviation of U.S. government regulatory risks positively for the continuity of semiconductor hardware investments.
상승 영향
- AI — As Trump rejected calls to slow down AI development and stated his policy to maintain U.S.-China hegemony, an environment has been created where chip demand and data center revenue growth for AI semiconductor companies like NVDA and AMD can continue.
DYAX 전담 분석
Trump's policy to maintain the pace of AI development provides a powerful driver to continue the growth momentum of NVDA's Q2 data center revenue of $89 billion (a 117% increase year-over-year) and AMD's data center revenue of $6.7 billion (a 107% increase). As voluntary regulations lose effectiveness amid the U.S.-China hegemony competition, hardware demand is projected to persist.
The bullish scenario involves continued large-scale infrastructure investments by Big Tech companies, leading to a surge in chip sales, while the bearish scenario centers on concerns over worsening profitability relative to massive capital expenditures (Capex). Key indicators to monitor going forward include whether major clients achieve GPU purchase milestones and metrics related to financing pressures.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 49% · Bearish (Short) 51%
478 participants
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