Nvidia's rally faces a threat from tariffs on chip imports. Talks over a potential deal to split Intel could lessen the risk.

Preparing for Nvidia's earnings? Explore important information about the stock's performance and upcoming report.

The stock soared about 85% over the last year, yet it is lower than it was four months ago, even as the S&P 500 has a total return of about 4% in that time. But now it looks like there are over 300 billion more reasons to buy the stock.

Tech giant Nvidia (NASDAQ: NVDA) has been at the forefront of generative artificial intelligence (AI) growth. With roughly 88% of revenue ($30.8 billion) coming from its data center segment, Nvidia is very overexposed to the market for generative AI hardware.