Bernstein’s Stacy Rasgon isn’t holding back on AMD’s (AMD) new path to China’s AI chip market. The tech giant struck an agreement with Washington, which effectively reopens sales of its high-end MI308 ...

These deals promised billions in revenue, with Nvidia’s H20 sales potentially adding $5 billion per quarter. Beijing’s notices discouraging Nvidia’s chips and favoring domestic suppliers now ...

President Donald Trump defended his controversial deal requiring Nvidia and AMD to fork over 15% of their China sales revenue to the US government to skirt export controls — insisting the computer ...

NEW YORK, Nov. 11, 2025 (GLOBE NEWSWIRE) -- Today at its Financial Analyst Day, AMD (NASDAQ: AMD) showcased its long-term strategy, leadership products and technology IP, underscoring the company’s ...

Nvidia and AMD have agreed to share 15% of their revenue from sales to China with the U.S. government, the White House confirmed Monday, sparking debate about whether the move could affect the chip ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. These deals, brokered by the Trump administration, came ...