Investors ignore Nvidia's China tax

Nvidia's stock remains strong despite a new 15% sales tax on certain semiconductors sold in China. The tax, impacting about 80% of Nvidia's $5.5 billion China sales, is seen as a minor cost for the AI chip giant, which generates billions in profit quarterly. Investor focus remains on AI demand and Nvidia's Blackwell product line, overshadowing trade policy concerns and potential Chinese chip avoidance.