TLDR
- Nvidia stock closed at $174.88 on Sept. 16, down 1.61%, before falling 1.04% in pre-market trading.
- The company will deploy tens of thousands of GPUs in the UK to boost AI infrastructure.
- Microsoft and Nscale will build the UK’s most powerful supercomputer using 24,000 Nvidia Grace Blackwell Ultra chips.
- China has banned domestic companies from buying Nvidia’s AI chips, including the RTX Pro 6000D.
- NVDA has surged 1,301.68% over five years, outpacing the S&P 500’s 95.15%.
Nvidia Corporation (Nasdaq: NVDA) closed at $174.88 on September 16, 2025, down 1.61%. In pre-market trading, the stock declined further to $173.02, down 1.04%.
The slide comes as the company faces mixed global news, a major UK AI investment paired with a regulatory ban in China.
Major UK AI Investment
Nvidia announced plans to roll out tens of thousands of AI GPUs in the United Kingdom, part of a push to strengthen sovereign AI infrastructure. CEO Jensen Huang emphasized that the UK is building the foundations of the “AI industrial revolution.”
The initiative coincides with President Trump’s state visit to the UK. Partner companies include Microsoft, CoreWeave, Nscale, and OpenAI. Microsoft and Nscale are establishing the UK’s most powerful supercomputer in Loughton, powered by 24,000 Nvidia Grace Blackwell Ultra chips.
Microsoft CEO Satya Nadella noted the partnership ensures both the US and UK remain leaders in AI and cloud technology. OpenAI CEO Sam Altman added that the project, called Stargate UK, will accelerate breakthroughs and expand economic opportunity.
Nscale plans to deploy 60,000 Nvidia GPUs by 2026. Alongside this, Nvidia is working with UK universities and quantum companies to integrate GPUs with quantum computing research.
China’s Ban on Nvidia Chips
While Nvidia is strengthening its Western presence, China has moved to block the company’s AI chip sales. The Cyberspace Administration of China (CAC) ordered tech giants like ByteDance and Alibaba to halt purchases of Nvidia’s RTX Pro 6000D chips.
This new directive goes beyond previous restrictions targeting the H20, another Nvidia chip tailored for China. Regulators concluded that domestic processors now rival Nvidia’s restricted models, prompting Beijing to push for full reliance on homegrown semiconductors.
Industry insiders say the ban signals Beijing’s commitment to boosting its own AI industry, reducing dependence on US technology.
Performance Overview
Despite recent setbacks, Nvidia has delivered extraordinary long-term returns. Year-to-date, shares are up 30.25%, compared to the S&P 500’s 12.33%. Over the past year, NVDA surged 49.79%, and in three years, it soared an impressive 1,226.64%. Over five years, Nvidia has climbed 1,301.68%, dwarfing the S&P 500’s 95.15%.
Outlook
Nvidia’s dual narrative, record-breaking growth in the West and regulatory pushback in China highlight its pivotal role in global AI competition. With partnerships driving innovation in the UK and bans tightening in Asia, the company’s trajectory will depend on balancing geopolitical challenges with its unmatched technological leadership.
