Nvidia's market capitalization has surged to $5.4 trillion, even as the company reports zero revenue from China due to stringent U.S. export controls. These controls, enforced by the Bureau of Industry and Security since October 2022, have severely restricted Nvidia's ability to sell advanced AI chips to China, with new measures effective from April 2025 further impacting its market share. CEO Jensen Huang noted that Nvidia expects $5.5 billion in charges related to these restrictions, underscoring the geopolitical challenges faced by the company. Despite these hurdles, market predictions remain optimistic about Nvidia's future. While confidence in Nvidia reaching its May price targets has decreased, with a 13.5% probability of hitting $184, there is an 83.5% likelihood that Nvidia will become the largest company by market cap by June 30. This reflects strong investor sentiment and confidence in Nvidia's resilience amid ongoing U.S.-China tech tensions.