NVIDIA vs AMD Chip Sales 2025 – U.S. Market Trends & China Export Deal Analysis

U.S. Chip-Sales Landscape: Where Things Stand

1. U.S. Government Takes 15% of China AI-Chip Sales
In a groundbreaking and unprecedented arrangement, the U.S. government now receives 15% of the revenue from NVIDIA’s and AMD’s AI chip sales to China—specifically NVIDIA’s H20 and AMD’s MI308 products—as a condition for export license approval.The Washington PostReutersFortune This marks a novel departure from traditional export controls, blending trade policy with revenue sharing.AxiosBloomberg.com

Despite regulatory headwinds, this deal allows both companies to reclaim access to a critical market. China accounted for $17 billion (13% of total) of NVIDIA’s revenue, and $6.2 billion (24% of total) for AMD.ReutersThe Economic Times

2. July’s U.S. GPU Sales: NVIDIA Stays on Top
July Amazon U.S. data shows:

• NVIDIA dominates with 74.15% of GPU unit sales (~25,000 units), totaling roughly $14 million in revenue.

• The RTX 5070 leads as the top-selling model.

• AMD trails with about 22.7% of sales.

• Some surprising purchases of legacy GPUs (like GT710s) were still recorded—likely for basic computing uses.PC Gamer

This underscores NVIDIA’s strong pricing power and market presence in the retail segment.

3. AMD’s Mixed Q2 Performance and Q3 Outlook
AMD’s Q2 2025 results reveal a 32% YoY revenue surge to $7.67 billion, with explosive gains in:

• Client (desktop/laptop): 67% to ~$2.5B

• Gaming: 73% to ~$1.1B

• Data Center: 14% to ~$3.2B—slightly below forecasts
  However, results were weighed down by an $800 million inventory charge tied to U.S. export restrictions on MI308 chips destined for China.InvestopediaIndiatimes

Looking ahead, AMD forecasts Q3 revenue between $8.4 billion and $9.0 billion, excluding further China-related exposure—this implies continued momentum despite trade friction.Investopedia

That said, investor sentiment remains cautious. Shares dipped following the data center miss, despite enthusiasm for AMD’s planned MI350 and MI400 AI GPU lineup. Analysts note AMD still trails NVIDIA in rack-scale AI solutions.Barron'sReuters

Summary At a Glance

In short, NVIDIA continues to lead both in sales and market dominance, while AMD experiences impressive growth—especially in consumer and gaming segments—even as policy levers add complexity. The evolving dynamics in U.S.–China policy add a geopolitical layer impacting profitability and strategic planning for both firms