AMD has announced in its Q3 earnings call that the firm has received export approval for its Instinct MI308 AI chips, which are known to be a competitive alternative to the H20 AI chips.
AMD's Instinct MI308 AI Chips Are Heading to China, While NVIDIA's H20 Remains Deprived
While NVIDIA remains in a deadlock over whether its Blackwell AI chips will be approved for China, AMD has revealed in its earnings call that it has 'certainty' about the solution to offer for the Chinese AI market, and it is the Instinct MI308 AI chip. AMD's CEO Lisa Su revealed in the Q3 call that the firm has received licenses to export some of the MI308 AI chips; however, it appears that the firm won't be including the revenue from China in the Q4 guidance.
Sure, Joe. So look, it's still a pretty dynamic situat

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