Core Viewpoint - The U.S. Department of Commerce is re-evaluating the export license for AMD's AI chip MI308 to restart sales to China, which has led to a significant increase in AMD's stock price by over 7% [1] Group 1: AMD and NVIDIA Developments - AMD previously reported a loss of $800 million due to export controls on the MI308 chip to China [2] - NVIDIA's CEO announced that the H20 chip will receive U.S. approval for sales to China, with modifications made to meet regulatory requirements [2] - Both MI308 and H20 chips are specifically developed for the Chinese market in response to U.S. export restrictions [2] Group 2: U.S. Policy Shift - U.S. Commerce Secretary Howard Lutnick explained the policy shift aims to create dependency of Chinese companies on U.S. technology by selling them sufficient AI chips [2] - Currently, Chinese companies are only receiving NVIDIA's fourth-best performing chips [2] Group 3: Chinese AI Chip Development - Analysts indicate that China has developed the capability to independently create AI chips and infrastructure, reducing reliance on U.S. technology [2] - Research director He Hui from Omdia noted that the resumption of U.S. AI chip sales will still face significant uncertainties due to fluctuating U.S.-China policies [3] Group 4: NVIDIA's Product Line - NVIDIA's Blackwell series is recognized as the best AI chip for cloud computing and data center manufacturers, with the latest Blackwell Ultra generation starting installations in data centers [3] - The next-generation Vera Rubin chip is expected to be launched by NVIDIA in 2027 [3]

Group 1 - The strategy of the U.S. government is to sell enough AI chips to Chinese companies to create a dependency on American technology [1][3] - AMD's MI308 chip export to China faced restrictions, resulting in a loss of $800 million for the company [1] - NVIDIA's CEO announced that the H20 chip will receive U.S. approval for sales to China, despite modifications to reduce performance [3] Group 2 - The U.S. government previously restricted AI chip exports to China due to national security concerns [3] - Analysts indicate that Chinese companies are developing their own AI chips and infrastructure, reducing reliance on U.S. technology [3] - Omdia's semiconductor research director highlighted the uncertainty surrounding U.S. AI chip sales and the need for Chinese companies to diversify their supply chains [4] Group 3 - NVIDIA's Blackwell series is currently the leading AI chip for cloud computing and data center manufacturers [4] - The latest Blackwell Ultra generation has begun installation in data centers and will be shipped in bulk in the second half of the year [4] - NVIDIA plans to launch the next-generation Vera Rubin chip in 2027 [4]