Hot on the heels of NVIDIA's breakthrough, AMD has now confirmed it will resume exporting its cutting-edge MI308 artificial intelligence chips to the Chinese market. This strategic move comes mere hours after NVIDIA secured U.S. government approval for its H20 chip sales in China, signaling a seismic shift in Washington's technology export policies.

AMD revealed to industry authority Tom's Hardware that its export license applications have advanced to the review phase, with confident expectations of imminent approval. The U.S. Commerce Department recently notified AMD that its MI308 export licensing process would proceed without interruption. "We stand ready to restart shipments immediately upon final authorization," declared an AMD spokesperson, who further praised the Trump administration's "tangible progress in trade negotiations and steadfast commitment to preserving America's AI dominance."

Both semiconductor giants have weathered turbulent regulatory seas under consecutive administrations. While the Biden-era comprehensive AI proliferation controls were rescinded by the Trump administration, targeted restrictions on H20 and MI308 chips remained firmly in place. AMD previously estimated these constraints could trigger approximately $800 million in combined inventory write-downs, contractual procurement penalties, and reserve allocation losses. Though dwarfed by NVIDIA's staggering $5.5 billion impairment charge, this substantial financial exposure had placed significant pressure on AMD's balance sheet.

Wall Street responded with bullish enthusiasm as news of the policy reversal emerged. AMD shares rocketed nearly 5% in pre-market trading, mirroring NVIDIA's parallel surge. This dual regulatory thaw marks a watershed moment in U.S.-China tech relations, particularly noteworthy given NVIDIA CEO Jensen Huang's longstanding criticism of export controls. Huang has consistently lambasted such restrictions as "self-defeating measures" that ultimately undermine American technological hegemony while inadvertently accelerating China's domestic innovation capabilities.

The charismatic industry leader has repeatedly warned that stringent export limitations could catalyze competing nations to develop homegrown alternatives, potentially eroding America's AI leadership within global supply chains. This policy pivot appears to validate Huang's persistent advocacy for calibrated engagement over technological isolationism, though geopolitical tensions continue to cast long shadows over future semiconductor commerce.