NVIDIA (NVDA) shares traded on Monday as market turmoil put pressure on chipmaker stocks, covering up shares in AI Chip News during Computex Taipei Tech Expo.

Stocks recovered from early losses to a slight decline after Moody's lowered their U.S. credit rating, which raised concerns about federal debt growing as federal debt. Treasury Secretary Scott Bessent warned that the Trump administration could maintain tariffs at its initially planned “reciprocity” rate after the Trump administration paused after 90 days if the U.S. did not reach a trade deal with other countries.

President Trump announced unprecedented high tariff rates in many countries before the suspension on April 2.

NVIDIA fell 2% before its sales losses before opening Monday. Its initial decline is reflected by other chip stocks. The stock had a big gain last week, when the stock gained 16% interest in the optimism of AI chipmakers' operations abroad.

Chip Stocks focus on Monday during the Computex Technology Trade Show in Taipei.

During the Tech Expo, NVIDIA announced that it will allow its customers to build semi-regular AI servers with other companies’ AI chips along with NVIDIA’s own ARM-based CPUs (central processing unit, or more traditional computer chips) and use its newly unveiled NVLINK FUSION FUSION technology.

More specifically, customers can build AI servers using customized AI chips from partners such as Marvell Technology (MRVL) and Alchip (3661.TW) - further opening up the AI ​​chip market to smaller players while keeping NVIDIA's larger AI II infrastructure on Fortfront.

Bank of America analyst Vivek Arya reiterated his buy rating for the stock after the announcement.

Arya said NVIDIA's speech at Computex highlighted its "key differences" in the AI ​​market: its ability to "scalate its addressable market across multiple vectors of silicon, systems, software and services", "drive scale with global supply chain partners" (e.g., its recently announced partner, Saudi Arabia's Humain ans human and solicit Bloughtsent) and its "solid balance" efforts to make strategic investments.

Arya said the Computex announcement showed chipmakers’ “expanding portfolio”, and what NVIDIA is talking about the trillion-dollar AI factory industry.

NVIDIA is scheduled to release its quarterly earnings results on May 28.

In other news on Computex, Chip company Qualcomm (QCOM) said it plans to release its own CPU that can pair with Nvidia's AI chips and struggling chip maker Intel makes its debut on AI chips. Qualcomm shares were less than 1% on Monday.