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AMD's revenue likely to see upside in 2025

Melius Research's Ben Reitzes: Nvidia's clearance to resume China sales is good news for AMD as well
Ben Reitzes, Melius Research managing director, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia following the company's clearance to resume sales in China, the implications for AMD,
AMD's revenue likely to see upside in 2025 as MI308X chip set to resume sales in China: Evercore
Evercore sees potential upside to 2025 estimates for AMD (AMD) after the company said it will resume shipments of its MI308X chips to China after U.S. approval.
Nvidia, AMD to resume AI chip sales to China after U.S. Reversal
Nvidia Corp. and Advanced Micro Devices Inc. plan to resume sales of some AI chips in China after securing Washington’s assurances that such shipments would get approved, a dramatic reversal from the Trump administration’s earlier stance on measures designed to limit Beijing’s AI ambitions.
AMD to resume shipments of Instinct MI308 chips to China following Department of Commerce approval
Like Nvidia’s H20 chips, AMD’s MI308 products were specifically restricted by the Trump administration following the roll-back of the Biden-era AI Diffusion Rule, which was set to restrict access to AI chips and AI model weights by countries, determined by a tiered system decided by the US government.
AMD cleared to join Nvidia and resume selling some underpowered AI chips to China
Waiting for license approval but plans to resume shipments of the MI308 accelerator soon-ish The US government has cleared AMD to resume exporting some accelerators to China.… "We were recently informed by the Department of Commerce that license applications to export MI308 products to China will be moving forward for review,
AMD reportedly to ship chips to China amid US license review
Advanced Micro Devices (AMD) announced on Tuesday that it would resume shipments of its MI308 artificial intelligence (AI) chips to China, after the US Commerce Department said that it would resume reviewing MI308 licenses,
Nvidia and AMD Set to Resume AI Chip Sales to China Amid Geopolitical Maneuvering
Nvidia is seeking U.S. government approval to resume selling its H20 AI chips to China, following export restrictions due to national security concerns. This potential reversal is part of broader U.S.
AMD Says It Will Restart MI308 Sales to China After US Review
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.
AMD to resume MI308 AI chip exports to China
The U.S. Commerce Department told AMD that it will resume reviewing license applications required to send its MI308 products to China.
AMD Reportedly Cleared To Resume MI308 AI Chip Sales To China Amid Policy Shift, Gets Retail Thumbs Up
Advanced Micro Devices Inc. (AMD) is reportedly set to restart shipments of its MI308 AI processors to China, following a provisional green light from U.S. regulators, a move that signals a notable change in approach to high-tech trade with Beijing.
AMD Shares Jump as U.S. Clears MI308 Chip Exports to China
Shares of Advanced Micro Devices Inc. (NASDAQ:AMD) climbed 5% in premarket trading Tuesday after the chipmaker received clearance from the U.S. government to resume exports of its MI308 artificial intelligence chips to China,
Why Nvidia Still Outshines AMD
Advanced Micro Devices, Inc. & Nvidia Corporation's are well-positioned to ride an upgraded growth outlook. Click to read ...
Why AMD Stock Is Surging Today
While there's still significant risk on the geopolitical front, allowing the sale of capable AI processors to China suggests ...
Observer12h
Trump Reverses China Chip Ban After Jensen Huang’s Quiet Diplomacy
The approvals mark a major reversal after April’s sweeping restrictions, imposed by the Trump administration, barred ...
Nvidia's China Revenue 'Is Far From Gone', But It Outmaneuvered US For Rare Earth In Exchange For AI Chips, Says Craig Shapiro
China has leveraged its dominance over rare earths for Nvidia chips; however, this expert says world isn't decoupling, it is ...
Investor's Business Daily on MSN5d
AMD Stock Upgraded To Buy On AI Chip Pipeline
AMD stock rose after an analyst upgraded Advanced Micro Devices to buy from hold, citing the company's AI chip pipeline.