NVDA and AMD shares rise as report says US approves Chinese firms to buy advanced AI chips

Shares of both Nvidia and AMD moved higher after a market report said three Chinese firms had gained U.S. approval to purchase advanced AI chips used to build and run large-scale artificial intelligence systems.

According to the report carried by Yahoo Finance and republished via Stocktwits, two Chinese companies were cleared to buy Nvidia’s H200 processors. H200 is Nvidia’s data-center AI chip designed for training and running high-performance AI workloads, and it sits within a broader category of advanced accelerators targeted by U.S. export controls.

The same report said a third Chinese firm received approval to use competing AMD AI chips. AMD sells data-center accelerators and related AI hardware aimed at customers that need compute capacity for training and inference, and the approval would suggest at least some room for alternative supply paths in markets constrained by licensing rules.

The report’s framing matters because U.S. restrictions on advanced semiconductor exports to China have increasingly influenced quarterly expectations for major AI-chip vendors. Licenses and approvals can affect the timing of orders, the mix of chips that can be shipped, and the ability of buyers to scale new AI clusters.

For AMD, the potential implication is straightforward but still conditional: any approved ability for Chinese customers to deploy AMD accelerators would, if it converts into shipments, support demand at the high end of its data-center AI product lines. For Nvidia, the report points to continued demand pockets for its H200 hardware even under tighter U.S. controls, a dynamic that has helped keep investors focused on licensing outcomes rather than only on general end-market growth.

In the broader semiconductor and AI hardware sector, the news underscores how export-control administration is functioning as a swing factor for near-term sales and sentiment. Even when companies do not provide company-specific licensing details, traders tend to price in the possibility that additional approvals could broaden the pool of qualified buyers.

Notably, the report did not provide enough information in the material provided here to identify the specific Chinese firms involved, confirm the exact AMD chip model that was approved, or disclose the volume and timing of the shipments. It also did not quantify expected revenue impact for either Nvidia or AMD.

As of the timestamp on the market report, investors appeared to treat the approvals as incremental positive developments for AI hardware demand in China, a market where both companies face licensing constraints and where purchasing decisions can be sensitive to what is approved and when.