AMD Prepares for Major Triumph with Instinct MI308 AI Accelerator as Export Approval for China Approaches After NVIDIA’s H20

AMD Seeks Approval to Introduce Instinct MI308 Chip into China Following NVIDIA’s H20 Success

Recent developments have indicated a shift in the U. S.government’s approach regarding the export of technology to China. Following a series of restrictions, authorities are now offering new exemptions for GPU manufacturers. In a significant move, NVIDIA announced its pending approval to sell H20 AI GPUs within the Chinese market. Meanwhile, AMD representatives have confirmed that they, too, are pursuing regulatory approval for their Instinct MI308 AI accelerator, positioning both companies for potential victories in the AI sector.

Looks like $AMD MI308 for 🇨🇳is a go as well. Statement from @AMD below: pic.twitter.com/mesdbvWyw9

— Patrick Moorhead (@PatrickMoorhead) July 15, 2025

This relaxation of regulatory measures follows Jensen Huang’s recent visit to China and a perceived thaw in trade relations between the U. S.and China, after the two nations reached a new trade agreement. For AMD, gaining approval for the Instinct MI308 could significantly enhance its presence in a competitive AI market where it has traditionally held a weaker position compared to NVIDIA. With NVIDIA witnessing substantial demand for its products, AMD is eager to leverage this new opportunity.

While the specifications for the Instinct MI308 have yet to be confirmed, current insights suggest they may align closely with those of NVIDIA’s H20 AI accelerators. It will be intriguing to observe how revenue streams for both NVIDIA and AMD evolve once the U. S.government grants approval for these compliance-ready solutions in China. However, the dynamic nature of U. S.policies necessitates a patient wait-and-see approach on future developments.

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