NVIDIA's market value has surged past the $1 trillion mark within a span of just two months, demonstrating a robust recovery. Investors are expressing renewed confidence in the company's future prospects. Last week, NVIDIA's financial report significantly alleviated market concerns regarding US chip export restrictions to China, the increasing spending on AI by customers, and the supply capacity of its Blackwell chips. Despite the challenges posed by US tariff policies and policies towards China, NVIDIA's agreements with Middle Eastern nations and its robust product roadmap are anticipated to mitigate some of the losses incurred. Furthermore, the sustained increase in AI infrastructure investment by leading tech giants such as Microsoft and Meta has generated stable market demand for NVIDIA. Since hitting a low in April, NVIDIA's share price has rebounded by over 45%, bringing its market value close to that of Microsoft. However, it is still down approximately 8% from its peak in January this year.