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NVIDIA to resume H20 chip sales to China

Seeking Alpha on MSN · 9h

AMD's revenue likely to see upside in 2025 as MI308X chip set to resume sales in China: Evercore

Evercore sees potential upside to 2025 estimates for AMD (AMD) after the company said it will resume shipments of its MI308X chips to China after U.S. approval.

CNBC on MSN · 7h

Melius Research's Ben Reitzes: Nvidia's clearance to resume China sales is good news for AMD as well

Ben Reitzes, Melius Research managing director, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia following the company's clearance to resume sales in China, the implications for AMD,

Bloomberg on MSN · 1d

Nvidia, AMD to resume AI chip sales to China after U.S. Reversal

Nvidia Corp. and Advanced Micro Devices Inc. plan to resume sales of some AI chips in China after securing Washington’s assurances that such shipments would get approved, a dramatic reversal from the Trump administration’s earlier stance on measures designed to limit Beijing’s AI ambitions.

4h

AMD Doesn't Have A Presence In China, Yet

Advanced Micro Devices, Inc. gains momentum with China expansion, AI adoption, and OpenAI ties. Click for my updated look at ...

DatacenterDynamics13h

AMD to resume shipments of Instinct MI308 chips to China following Department of Commerce approval

Like Nvidia’s H20 chips, AMD’s MI308 products were specifically restricted by the Trump administration following the ...

1don MSN

Why AMD Stock Is Surging Today

While there's still significant risk on the geopolitical front, allowing the sale of capable AI processors to China suggests ...

1don MSN

AMD Says It Will Restart MI308 Sales to China After US Review

Advanced Micro Devices Inc. said that it plans to restart shipments of its MI308 chips to China after the US said it would ...

13h

Nvidia's China Revenue 'Is Far From Gone', But It Outmaneuvered US For Rare Earth In Exchange For AI Chips, Says Craig Shapiro

China has leveraged its dominance over rare earths for Nvidia chips; however, this expert says world isn't decoupling, it is ...

1d

Nvidia and AMD Soar as Chip Trade Curbs Fall

The tech giants said they can resume selling high-end semiconductors to China, in what appears to be a major about-face for ...

Investor's Business Daily on MSN6d

AMD Stock Upgraded To Buy On AI Chip Pipeline

AMD stock rose after an analyst upgraded Advanced Micro Devices to buy from hold, citing the company's AI chip pipeline.

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