It seems that AMD is also readying itself to sell its own "China-compliant" GPU for the domestic market, as the firm is seeking export license approval.
AMD Is Looking For Approval To Sell Its Instinct MI308 Chip To China After NVIDIA's H20 Breakthrough
The Trump administration has apparently relaxed its stance towards American technology flowing into China. After several restrictions, it is now giving GPU manufacturers new exemptions. Recently, NVIDIA revealed that the company is in line to sell its H20 AI GPUs to China after imminent approval from Washington. Now, AMD representatives have started to confirm that they are also looking for regulatory approval for their Instinct MI308 AI accelerator, which would be a massive win for NVIDIA-AMD in the AI segment.
The ease in regulatory measures comes after Jensen's visit to China and the lowering of trade hostilities between the US and China after their trade deal. For AMD in particular, the approval of Instinct MI308 could prove to be massive, given that the company hasn't had much influence over China's AI markets. Given how big of a demand NVIDIA sees for its own solutions, Team Red will definitely look to capitalize on the segment. With this, it is also safe to say that AMD and NVIDIA are now head-to-head in China as well, now that both of them are competing in a heated market.
The specifications of the Instinct MI308 aren't confirmed for now; however, based on information available to us, they are likely to be closer to NVIDIA's H20 AI accelerators. It would be interesting to see how the revenue for both NVIDIA and AMD changes once the US administration gives them the green light to sell China-compliant solutions in the market, but for now, we would need to wait and see what happens ahead, especially since the Trump administration is quick to change decisions.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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