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NVIDIA Resumes AI Chip Sales to China

Nvidia to Resume China AI Chip Sales Amid U.S. Rare Earth Talks

According to the company, the United States has assured Nvidia that it will receive the necessary export licenses soon. Nvidia had previously projected a $15 billion revenue loss

· 2d · on MSN

Nvidia, AMD to Resume Some AI Chip Sales to China in US Reversal

· 1d · on MSN

Nvidia says it will restart sales of a key AI chip to China, in a reversal of US restrictions

· 1d

After meeting with Trump, Nvidia CEO says the sale of AI chip is back on in China

Nvidia’s CEO Jensen Huang says the technology giant has won approval from the Trump administration to sell its advanced H20 computer chips used to develop artificial intelligence to China.

· 1d

NVIDIA says it can resume selling key AI chips to China

· 1d

US stocks drift mostly higher as Nvidia leads gains for tech

· 22h

Nvidia CEO downplays role in lifting US ban on chip sales to China

Huang said his company would likely be able to recover some of its losses but it's unclear how much.

· 1d

Chinese firms rush for Nvidia chips as US prepares to lift ban

· 1d

Nvidia to resume H20 AI chip sales to China in US reversal

Trump to unveil $90B AI, energy investment

Digest more

· 22h · on MSN

Is Trump handing China a win in the AI chip war?

Nvidia is back in business with China. So is AMD. The Biden-era export controls on advanced AI chips used to be the cornerstone of America’s tech advantage. But they have been partially rolled back by the Trump administration.

· 1d

Trump to unveil $70B investment plan to win AI war with China

· 1d · on MSN

Trump to unveil $90B AI, energy investment in major push for US lead innovation over China

· 1d

Trump joins tech and energy executives amid AI push

President Donald Trump will join executives from some of the largest U.S. tech and energy companies for a summit in Pittsburgh on Tuesday as the administration prepares fresh measures to power the U....

· 1d

Trump unveils more than $100B in AI, energy investments as part of major push for US to lead innovation over China

· 1d

White House AI czar says US must outcompete China in technology innovation

SOXX: China Reopens To Chips, Timing Is Perfect

SOXX offers the best balance of AI exposure and diversification among semiconductor ETFs. Read why I rate SOXX a buy seeking AI exposure.

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 the potential for a significant improvement in U.S. trade relations. If so, AMD stock could continue to see bullish business-specific catalysts in addition to valuation tailwinds for the broader market.

1don MSN

AMD stock surges 8%: here’s why analysts are bullish on the chipmaker

AMD stock jumps 8% as analysts grow bullish on its AI chip momentum, China export approval, and hyperscaler demand.

16h

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 AMD stock ahead of Q2 earnings.