In an unusual move, two of the world’s largest chipmakers have reportedly agreed to hand over some of their revenues to secure export licenses. In a historically unusual move, two of the world’s largest chipmakers,

“While AMD has made significant progress, we view Nvidia hardware as generally ahead by 0.5-1 year, particularly in the system/rack approach, where AMD currently has no experience of building in large scale,” wrote BofA Securities analyst Vivek Arya in research note on Wednesday. He rates AMD stock at Buy with a $200 price target.

The arrangement crafted by the Trump administration is “unusual,” analysts told CNBC, but underscores the president's transactional nature.