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AMD revealed a troubling China sales forecast amid U.S. export restrictions, dragging both AMD and Nvidia stock lower.

Geopolitical constraints on AI chip exports are fragmenting the global GPU market; China's diminished access forces regional compute redistribution and reshapes supplier strategies.
Trade pressSlicast · February 4, 2026 23:00 · Global · Source: blockonomi.com
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Image / Slicast · Source: blockonomi.com

AMD revealed a troubling China sales forecast amid U.S. export restrictions, dragging both AMD and Nvidia stock lower.

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AMD revealed a troubling China sales forecast amid U.S. export restrictions, dragging both AMD and Nvidia stock lower. · Slicast