One of the biggest stories from last week underscores just how critical AI has become—not just for Silicon Valley, but for America’s national security.

This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new Blackwell architecture will give test-time scaling -- a technique that allows a model to think over a problem -- on models like DeepSeek R1 "a giant boost," Nvidia says.

The chip maker's shares are falling with the wider market after President Donald Trump says he intends to impose levies on imported semiconductors.