AMD reports weaker-than-expected earnings even as revenue tops estimates

How does AMD's revenue growth compare to its main competitors (NVIDIA, Intel) in the AI GPU market? How is AMD's exposure to China and other high‑risk markets quantified, and what risk mitigation strategies are in place? How will the earnings surprise affect analyst consensus estimates and target price revisions? What specific export control restrictions is AMD facing, and which regions or customers are most affected? What were the exact earnings miss and revenue beat numbers, and how do they compare to consensus estimates? How will the export controls impact AMD's AI GPU shipments and market share in the next 12–24 months? How will the weaker‑than‑expected earnings affect AMD's short‑term stock price and volatility? What are the implications for AMD's margins and cash flow given the revenue beat but earnings miss? What is the potential impact on AMD's credit facilities and debt covenants if earnings remain below expectations? Will the export controls affect AMD's strategic partnerships or licensing arrangements with other OEMs or cloud providers? What guidance did AMD provide for upcoming quarters, and how realistic is it given the current regulatory environment? Are there any revisions to the product roadmap (e.g., new GPU architectures) that could mitigate the earnings shortfall?