President Donald Trump’s move to extract a 15% sales tax from Nvidia Corp. on certain semiconductors sold in China did nothing to damp investor enthusiasm for the world’s most valuable company.

President Trump’s reversal on previously blocked chip sales to China has sparked cries that the White House is selling out America’s security concerns in a bid to raise revenue. Trump on Monday agreed to allow tech giants Nvidia and AMD to secure export licenses to sell their advanced artificial intelligence (AI) chips in China

The stakes are high for Nvidia as it looks to restart China chip sales in the face of fast-evolving geopolitical tensions.

China trade negotiations for months. But Beijing has repeatedly pushed Chinese chip buyers to support domestic suppliers whenever possible. Raffaele Huang _

Trump said on Monday that he might allow Nvidia to sell a more advanced artificial intelligence chip in China based on the chipmaker’s latest and most advanced Blackwell platform. The performance of H20 chips sold to China is restricted compared with those more advanced processors sold to customers in the US.

Trackers were placed in the packaging and sometimes inside servers from Dell and Super Micro, according to Reuters.

U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk of illegal diversion to China, according to two people with direct knowledge of the previously unreported law enforcement tactic.