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What the China export easing means for Nvidia, AMD, and other chips stocks
The US government is reportedly considering loosening export restrictions, which could allow the tech giants to resume sales of some lower-end AI chips to China. This policy shift comes after April's export ban blocked chips such as Nvidia’s H20 AI accelerator and AMD's MI308.
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Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that licenses will be granted.
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