Below is likely partly familiar information regarding how Nvidia and AMD are reopening doors to the Chinese market with new sales deals, even though regulatory risks and tariffs continue to cause friction.
Nvidia is preparing shipments of H200 chips for February, while AMD has reportedly already received a significant order from Alibaba for its China-tailored MI308 chips. However, both companies must pay a substantial portion of their revenue to the U.S. government in exchange for export licenses.
For investors, cooperation with China certainly offers massive growth potential, but it also requires preparing for geopolitical surprises and tightening local competition.