Nvidia's upcoming GPU platform, Rubin, was discussed by Jensen Huang. BofA advised that a significant date for Nvidia investors is May 15, coinciding with the implementation of new AI chip regulations that could impact NVDA positively. Despite potential restrictions on chip sales and market implications, Bank of America maintained its "buy" rating and set a $200 price target for Nvidia stock. The so-called AI Diffusion Rule is set to be enforced on May 15 by the US government, aiming to regulate access to high-tech chips from the US by foreign nations. Bank of America strategists expressed optimism that Nvidia could rebound from recent challenges once geopolitical concerns are better understood and priced in by the market. Additionally, they highlighted other factors that could drive Nvidia stock up, such as potential growth in GM following its partnership with Nvidia and the introduction of Nvidia's new Blackwell Ultra chip, which CEO Jensen Huang stated has seen remarkable demand. Bank of America's bullish outlook led them to reiterate their "Buy" recommendation and a price prediction of $200 per share, suggesting a substantial increase from current levels. Despite facing setbacks this year with concerns about US AI dominance and economic uncertainties, Nvidia aims to capitalize on emerging trends.