Nvidia, AMD Take A $17 Billion Hit In The AI Arms Race, While Broadcom Remains Shielded, Says Analyst

Nvidia and AMD face major revenue losses as the US government imposes new license requirements for selling their AI-focused chips to China and other countries.

Latest Ratings for AMD

Date Firm Action From To
Feb 2022 Bernstein Upgrades Market Perform Outperform
Feb 2022 Daiwa Capital Upgrades Outperform Buy
Feb 2022 Mizuho Maintains Buy

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