NVIDIA To Resume H20 AI Chip Sales To China
Digest more
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.
Advanced Micro Devices, Inc. & Nvidia Corporation's are well-positioned to ride an upgraded growth outlook. Click to read more on why I prefer NVDA stock over AMD.
American chip makers have grown thanks to generative AI. But new tariffs, export bans, and China's emergence as a key competitor present new challenges. Motley Fool's Shelby McFaddin and AlixPartners' Markus Bolte explore what's next.
The return of Nvidia's H20 chip is set to increase foreign chip imports in China, where Huawei has been gaining ground, analysts say.
1don MSN
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.
AMD stock soars 8% after unveiling its powerful MI350 AI chips, signaling a bold challenge to Nvidias dominance in AI hardware. Backed by HSBCs upgrade and a price target boost to $200, AMD is finally stepping out of Nvidias shadow.
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.
Nvidia Corporation remains a top AI infrastructure pick despite risks, and Advanced Micro Devices offers tactical opportunity. Click for more on AMD and NVDA.