Nvidia and AMD stand to benefit from the easing of export restrictions to China, with Nvidia leading in GPU sales and AMD seeing an opportunity for growth in the Chinese market. The U.S. government’s decision to relax chip export rules has opened up new revenue streams for both companies.

Nvidia will be able to resume selling its H20 GPUs in China after a halt in April due to new regulations. The company stands to gain billions in revenue, with the reassurance of license approvals from the U.S. government. Nvidia’s focus on AI innovation and compliance with export rules has positioned it as a key player in the market.

AMD is set to restart shipments of its MI308 AI chips in China, with expectations of increased revenue once license reviews resume. The company’s niche in AI inference and involvement in the UALink standard consortium give it a competitive edge in the market. With China back in play, AMD’s growth potential has expanded significantly.

Investors looking to capitalize on the AI market should consider Nvidia and AMD as key players in the industry. Both companies have unique strengths and opportunities for growth, especially with the recent developments in China. The future looks promising for these tech giants as they continue to innovate and expand their market presence.

Read more at Nasdaq: Nvidia and AMD Shares Jump With Sales Set to Resume to China. Is It Too Late to Buy the Stocks?