Nvidia (NVDA) stock is back in the news, this time mostly for pleasant reasons. Last week, the company’s market capitalization reached $4 trillion as it surpassed Microsoft (MSFT) and Apple (AAPL) to achieve that milestone.

Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Ed Ludlow addresses the latest commentary from Nvidia’s chief executive officer about the fundamental role of AI hardware and infrastructure.

Nvidia co-founder Jensen Huang should be praised for traveling to China this week in pursuit of expansion in what is a crucial market for all manner of blue-chip U.S. companies. A world that is economically interconnected is a much more peaceful one.