NVIDIA To Resume H20 AI Chip Sales To China
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Whether it’s tariffs or some other reason, CPU makers seem to be pushing downward into cheaper alternatives, expanding their available market. The most recent example is AMD’s latest addition: the Ryzen AI 5 330, its most entry-level option in the Ryzen AI 300 family designed for Copilot+ laptops.
AMD is expanding its Ryzen AI 300 series lineup of mobile processors with the quiet addition of a new entry-level model, the Ryzen AI 5 330.
AMD stock jumps 8% as analysts grow bullish on its AI chip momentum, China export approval, and hyperscaler demand.
The S&P 500 and Nasdaq Composite only gained 5% during the first half of the year, but some growth stocks look poised for a second-half bounce.
We had a lot of questions, but one of the most pressing was "what does Intel have to respond to this with" and the answer so far has been "absolutely nothing." That may change next year, as regular Intel leaker Jaykihn has just posited the existence of something codenamed Nova Lake-AX.
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AMD stock soars 8% after unveiling its powerful MI350 AI chips, signaling a bold challenge to Nvidias dominance in AI hardware. Backed by HSBCs upgrade and a price target boost to $200, AMD is finally stepping out of Nvidias shadow.
Advanced Micro Devices, Inc.'s AI strategy and market momentum challenge Nvidia's dominance. Click for my updated look at how AMD is restoring investor confidence.
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While there's still significant risk on the geopolitical front, allowing the sale of capable AI processors to China suggests the potential for a significant improvement in U.S. trade relations. If so, AMD stock could continue to see bullish business-specific catalysts in addition to valuation tailwinds for the broader market.
Now there are three. AMD is adding the Ryzen AI 5 330 as a new mobile chip for lower-cost laptops and mini PCs. It still has an NPU that delivers up to 50 TOPS of AI performance, but it’s a significantly less powerful chip than others in the family.