The China bandwagon for US chip manufacturers has started to roll once again, with NVIDIA and AMD introducing aggressive solutions in the market, but this time, the dynamics are different. By now, the reports of NVIDIA offloading the Hopper H200 AI chips to China have become mainstream, but there’s also a breakthrough with AMD, which we’ll discuss ahead as well. During the initial quarters of 2025, American chip manufacturers faced significant challenges selling their products to China, as geopolitical tensions led to policy changes that heavily impacted firms like NVIDIA and AMD. The situation reached a point where NVIDIA’s CEO, […]
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