Meanwhile Nvidia’s H20 is stuck in export limbo

AMD has received export approval for its Instinct MI308 AI chips, a move that gives it a narrow but meaningful advantage over Nvidia in the tightly restricted Chinese AI hardware market.

MI308 stays on ice 

AMD, chief financial officer, Jean Hu, slammed the breaks on China GPU production on 3 September 2025, even after getting licences from the Trump administration.