AMD's China Export Nightmare! Is This the End of the AI Boom?

Oh No AMD's in Trouble?!

Hey besties! Poki here spilling the tea on some DRAMA in the tech world. So AMD you know the guys who make the stuff that makes our gaming PCs go BRRRR? Well they're potentially facing a HUGE setback. Apparently Uncle Sam's got his eye on them and it involves China. Dun dun DUUUN! They might get slapped with up to an $800 million charge because of some new export rules. As if making content isn't hard enough now companies have to deal with this too? Talk about a 'pokiRage' moment!

The China Connection: It's Complicated!

So basically these new U.S. license requirements could seriously impact AMD's ability to ship their MI308 products to China and other places. AMD even said they're going to apply for licenses but there's NO GUARANTEE they'll get them. It's like trying to get a rare Pokemon card – pure luck! And you know what happens when you can't get what you need? Inventory goes down commitments get messy and the reserves... oh honey they take a hit. I wish someone would give me the same kind of reserves for my emote!

AI: The Boom That Might Go 'Bust'?

You know how everyone's obsessed with AI? Like are we all gonna be replaced by robots soon? Well AMD is one of the big players behind the AI hardware scene. They boast about their MI300 Series being the BEST for powering AI and HPC workloads. And they even made a record $25.8 BILLION in 2025. But these new restrictions? They could seriously slow things down. It's like lagging mid game – frustrating AF! Maybe they should have used code POKIMANE to do better?!.

Nvidia Feels the Heat Too

But wait there's MORE! It's not just AMD. Their rival Nvidia is also in the same boat. They're looking at a quarterly charge of about $5.5 billion for exporting their H20 graphics thingamajigs. China is Nvidia's fourth largest region by sales behind the US Singapore and Taiwan. This whole situation makes me wanna scream 'Is this REAL LIFE?'

Blame it on the Gov?!

More than half of Nvidia's sales went to U.S. companies last year. It's just so weird that the government would interfere here. It's like the government is trying to block progression because China is buying so much stuff! Why can't we all be friends? Why can't everyone have nice things?!

What Does This All Mean?

Okay so to sum it up: AMD and Nvidia are facing HUGE challenges thanks to these new export restrictions. This could impact the whole AI boom and potentially slow down innovation. It's a big mess and honestly I'm just here to stream and sip my Boba. But hey at least we have content right? Keep it positive besties! And remember code POKIMANE gets you a free smile... probably. Okay bye!