NVIDIA (Nvda,, Financial) and micro advanced devices (Dmla,, Financial) take major measures to extend their imprint in artificial and data intelligence centers, as the US government will be held on new export restrictions and semiconductor actions are faced with a turbulent exchange.
NVIDIA will continue to sell its H20 artificial intelligence chips in China after the Trump administration has decided to impose new export restrictions, according to several media reports. The decision followed a meeting between the chief executive officer of Nvidia, Jensen Huang and President Donald J. Trump, the relaxation of investors fears that the access of the company to one of its key markets will be reduced.
Updating policy occurred in the middle of increased volatility in semiconductor stocks. Nvidia’s shares jumped almost 19% on Wednesday after Trump announced a 90 -day break on most prices, aimed at the Chinabe down 5.8% to close to $ 107.74 on Thursday.
The company also presented its latest product, The Blackwell Ultra AI Chips, at the recent conference on GPU technology. The new chips aim to meet the growing demand for high performance computing power in the development of AI and should further strengthen the position of the Nvidia market as competitors increase their own efforts.
AMD, on the other hand, closed an acquisition of $ 4.9 billion from ZT Systems, a data center equipment supplier. The agreement should help AMD extend its product offers for the main Cloud customers, including Microsoft (Msft,, Financial) and meta platforms (Meta,, Financial), because it seeks to better compete with Nvidia in infrastructure based on AI.
The company also announced a strategic partnership with Oracle (Orcl,, Financial) Develop a large -scale AI IT cluster composed of 30,000 MI355X ACCS. The chips will be manufactured by Taiwan Semiconductor Manufacturing Co. (TSM,, Financial) using its 3 -nanometers process and will include the new AMD ADNC 4 architecture. AMD said that the initiative was part of its wider roadmap for the progress of AI 2025, which includes investments in new hardware, software platforms and the development of ecosystems.
Despite these strategic advances, the AMD stock dropped 9.6% Thursday at $ 87.52 After a gain of 23.8% WednesdayIts biggest percentage of a day jumped in almost a decade. The point and the subsequent decrease reflect broader market reactions to the uncertainty of American trade policy and concerns concerning competition and traction in the space of IA chips.
The two companies position themselves to benefit from long -term trends in artificial intelligence and cloud computing, although the risks linked to regulatory policy and competitive pressure remain at stake.
This article appeared for the first time on Gurufocus.