With President Trump's global trade war rapidly morphing into a tit-for-tat tariff-related one-upmanship between the US and China, NVIDIA is now finding itself at the very center of this maelstrom, replete with opportunities and challenges that such a strategic position almost always entails. We got a glimpse of NVIDIA's elevated negotiating power recently when it was able to win an unfettered exemption from the Trump administration to continue selling AI-critical H20 GPUs in China. Now, UBS is out with a fresh note that leverages Taiwan's surging exports - presumably boosted by tariff-related pull-ins - to quantify the upside for NVIDIA's […]