NVIDIA To Resume H20 AI Chip Sales To China
Digest more
Nvidia's GeForce RTX 5060 is a compelling, competitive GPU for 1080p and light 1440p play. The only caveat: Our overclocked Asus test model doesn't quite top AMD's slightly pricier 16GB Radeon RX 9060 XT for gaming.
At 40x forward earnings, AMD & Nvidia seem similar. But Nvidia has 58% margins, 86% revenue growth & $43B in net cash, while AMD has lower margins & legacy businesses holding it back. AMD's valuation assumes victory,
The tech giants said they can resume selling high-end semiconductors to China, in what appears to be a major about-face for the Trump administration.
Advanced Micro Devices, Inc. & Nvidia Corporation's are well-positioned to ride an upgraded growth outlook. Click to read more on why I prefer NVDA stock over AMD.
Apparently, this is one of several delays, with Nvidia facing problems that caused a roadblock in the CPU arriving in early 2026. While this was reportedly handled, the new N1X chip is now rumored to be suffering from another hurdle.
Even though it's based in California, AMD has had a presence in Austin since 1979 — and its current CEO lives here.
Advanced Micro Devices, Inc.'s AI strategy and market momentum challenge Nvidia's dominance. Click for my updated look at how AMD is restoring investor confidence.