US gov't warned Nvidia CEO Jensen Huang, Tim Cook, and Lisa Su that China could invade Taiwan by 2027
Nvidia still hasn’t sold a single H200 to China nearly three months after getting the green light from the White House
Whether AMD's MI308 has fared better is unclear, but the company is thought to be actively moving forward with shipments. The more powerful MI325X , which delivers 1,300 TFLOPS of FP16 performance and pairs 256 GB of HBM3E with 6 TB/s of bandwidth, moved from a presumption of denial to case-by-case review under a Bureau of Industry and Security rule that took effect in January this year. That rule also covers Nvidia's H200 and carries a separate 25% tariff on chips that pass through the U.S. before export.
Following Su’s diplomatic outreach in Beijing, she delivered a keynote at AMD’s AI Developer Day in Shanghai. At the event, she predicted that roughly five billion people worldwide would use AI daily by 2030 and described China as a critical part of AMD's global footprint and “the world’s most dynamic AI ecosystem.” The company employs more than 4,000 engineers across R&D centers in Beijing, Shanghai, Shenzhen, and Taipei.
AMD is simultaneously scaling its commitments on the U.S. side of the chip divide. The company is building a gigawatt-scale data center for OpenAI , with the first phase scheduled for the second half of this year. Maintaining access to the Chinese market while deepening its role in American AI infrastructure requires AMD to deftly navigate the political waters of both sides of the Pacific, and Su's meeting is part of that ongoing corporate diplomacy.
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