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.

The US government reverses its policy, allowing Nvidia and AMD to resume selling key AI chips like the H20 and MI308 to China after intense lobbying.

A Pivotal Decision for Nvidia Nvidia (NASDAQ:NVDA) announced it had secured U.S. government approval to resume sales of its H20 artificial intelligence (AI) chips to China, which could propel the chipmaker’s financial trajectory forward on its path to a potential $20 trillion market valuation.

Nvidia announced Monday that it's filing applications to restart sales of its H20 artificial intelligence chips to China, capping a spasmodic few months

Advanced Micro Devices (NASDAQ:AMD) appears likely to meet first quarter expectations, but an $800M charge over artificial intelligence chip export restrictions to China looks to put a dent in the ...

Its acquisition is part of AMD's go-to-market strategy, enabling clients to harness and deploy AMD GPUs at scale. Likewise, collaboration with Rapt.ai aims to do the same.

Other AI chipmakers, including AMD and China’s Huawei, are reporting strong financial results. Nearly every major chipmaker is now centering its strategy on AI. One reason for AI’s slowing performance might be that models have already consumed most available digital data,

New U.S. export controls now require a license for shipping the MI308 to China, which will pull roughly $1.5 billion out of AMD’s 2025 GPU revenue forecast$700 million of that hits in Q2 alone.