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US regulators close AI chip export loophole affecting AMD and Nvidia shipments to China, while AMD raises CPU market opportunity estimate to more than US$120b by 2030 on agentic AI demand.

US regulators have closed an export loophole that had allowed AMD and Nvidia to ship advanced AI chips to Chinese customers via non-Chinese subsidiaries. This change directly affects AMD's addressable international AI chip market and introduces new considerations for supply chains and compliance.

Yahoo Finance AI1h ago
US regulators close AI chip export loophole affecting AMD and Nvidia shipments to China, while AMD raises CPU market opportunity estimate to more than US$120b by 2030 on agentic AI demand.

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