NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Technology Stocks to Buy for the Long Term. On March 6, Stacy Rasgon from Bernstein released a research note stating that reports suggest that Washington is drafting new regulations which will require licensing for AI chip exporters to sell chips internationally. The analyst noted that it could directly impact major companies including NVIDIA Corporation (NASDAQ:NVDA), Advanced Micro Devices, and Broadcom.

Earlier on March 5, Rasgon reiterated a Buy rating on Nvidia with a price target of $300. The analyst highlighted that the regulation has not been finalized yet and can be changed or abandoned. He also noted that this regulation does not mean a ban on exports but will allow the government to gatekeep AI exports.

Rasgon highlighted in the research note that Nvidia’s latest 1,000 chip shipment is expected to go through a “fairly simple review” process. He noted that Nvidia will be impacted by the regulation as much of the company’s revenue is US-led. The company’s fiscal 2026 revenue consisted of 70% sales from the US, while Taiwan based customers accounted for only 20% of the total revenue.

NVIDIA Corporation (NASDAQ:NVDA) is headquartered in Santa Clara, California. It designs and sells advanced semiconductors, primarily graphics processing units and AI accelerators, that power gaming, professional visualization, data centers, and autonomous systems.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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