President Trump Pushed for Nvidia China Deal — but It’s AMD’s Chips Beijing Wants

3 hours ago 5

Rich Duprey

Tue, May 19, 2026 astatine 10:35 AM CDT 5 min read

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Nvidia (NVDA) won support to merchantability H200 AI chips to 10 Chinese companies including Alibaba, JD.com, and ByteDance, but Beijing rapidly placed Nvidia’s GPUs nether tighter authorities scrutiny, signaling constricted applicable marketplace access. Advanced Micro Devices (AMD) CEO Lisa Su met with China’s vice premier astatine his petition to deepen cooperation, positioning AMD arsenic a perchance much workable semipermanent spouse contempt holding lone a tiny stock of China’s AI market.
Trump’s commercialized opening with China appears to payment AMD much than Nvidia due to the fact that Beijing views AMD arsenic strategically little threatening fixed its smaller humanities footprint successful China, portion Nvidia’s ascendant 80-90% AI GPU marketplace stock makes it a geopolitical liability.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and AMD wasn't 1 of them. Get them present FREE.

The AI roar has turned semiconductors into geopolitical bargaining chips. One minute, Washington is tightening export controls. The next, commercialized delegations are backmost successful Beijing trying to reopen markets worthy tens of billions of dollars. For investors, the bigger question is simple: Which institution really benefits erstwhile the governmental theatre ends?

President Donald Trump’s caller China travel appeared, astatine archetypal glance, to manus Nvidia (NASDAQ:NVDA) a large victory. But surprisingly, the headlines whitethorn person obscured the much important improvement -- Beijing seems acold much funny successful deepening ties with Advanced Micro Devices (NASDAQ:AMD) instead.

Trump Helped Nvidia Reopen the Door to China

Trump traveled to China with a delegation of U.S. executives arsenic portion of a broader propulsion to revive concern ties betwixt the world’s 2 largest economies. At the decision of the visit, aggregate agreements were announced, including a woody allowing Nvidia to merchantability its H200 AI chips to 10 Chinese companies.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and AMD wasn't 1 of them. Get them present FREE.

Among the reported buyers were Alibaba (NYSE:BABA), JD.com (NASDAQ:JD), ByteDance, and Lenovo -- each large players successful China’s unreality computing and AI infrastructure markets.

That mattered due to the fact that China was erstwhile 1 of Nvidia’s astir important maturation markets. China antecedently accounted for astir 20% to 25% of information center-related income earlier export restrictions imposed nether some the Biden and Trump administrations narrowed entree to precocious AI chips.

The H200 statement concisely suggested Nvidia mightiness regain portion of that mislaid business. And fixed Nvidia’s dominance successful AI accelerators, it made consciousness wherefore the announcement dominated headlines. After all, Nvidia inactive controls an estimated 80% to 90% stock of the AI GPU market.

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