Overview

• Commerce Department signals it will grant export licenses for Nvidia’s H20 and AMD’s MI308 GPUs, reversing the April export ban.
• Nvidia and AMD have formally applied for licenses and say they expect deliveries to China to restart soon.
• Rep. John Moolenaar filed a protest letter demanding a briefing and warning that the chip exports could bolster Chinese AI and military capabilities.
• Chinese commentators have derided the H20 as “poisoned wine,” citing severe performance cuts that restrain training power and prolong dependence.
• Malaysia now requires a trade permit for any export, transshipment or transit of U.S.-origin high-performance AI chips.