Nvidia, AMD to resume AI chip sales to China
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Nvidia's GeForce RTX 5060 is a compelling, competitive GPU for 1080p and light 1440p play. The only caveat: Our overclocked Asus test model doesn't quite top AMD's slightly pricier 16GB Radeon RX 9060 XT for gaming.
The tech giants said they can resume selling high-end semiconductors to China, in what appears to be a major about-face for the Trump administration.
AMD posts 36% revenue growth in Q1, driven by AI and Data Center momentum. Renewed China access strengthens its outlook. Read why I'm raising my AMD rating to Strong Buy.
Whether it’s tariffs or some other reason, CPU makers seem to be pushing downward into cheaper alternatives, expanding their available market. The most recent example is AMD’s latest addition: the Ryzen AI 5 330, its most entry-level option in the Ryzen AI 300 family designed for Copilot+ laptops.
Advanced Micro Devices Inc. said that it plans to restart shipments of its MI308 chips to China after the US said it would approve the sales, following a similar decision on an Nvidia Corp. semiconductor.
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The new AMD Ryzen Threadripper PRO 9000 Series processors, available through Allnodes’ bare-metal hosting solutions, include the 9965WX and 9975WX models, featuring up to 32 cores, 64 threads, 5.4 GHz Max Boost, and up to 1024GB of memory.
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.
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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.
Over the last few years, AMD CPUs have quickly made an impressive push in the market, providing better and faster performance than their Intel counterparts in many instances. Since building a new PC or upgrading your current one can be quite expensive, it's important to save every dollar you can by picking up components on sale throughout the year.
Key Takeaways AMD shares climbed again Wednesday amid optimism about the company's plans to restart exports of its MI308 chips to China. AMD shares had gapped above a tight rectangle formation in Tuesday’s trading session,