AMD anticipates an $800 million revenue impact from new U.S. export restrictions on AI chips to China, following its record $25.8 billion revenue in 2024. The company's Instinct MI300 Series accelerators, designed for AI and high-performance computing workloads, face limitations under the regulations. This development mirrors competitor Nvidia's situation, which expects a $5.5 billion charge related to H20 graphics processing units exported to China. The restrictions affect a significant market, as China represents Nvidia's fourth-largest sales region globally.