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AMD must give U.S. 15% of China chip sales

Trump warned by top Senate Democrats to rethink advanced AI chip sales to China

Top Senate Democrats wrote an open letter asking President Donald Trump to rethink his decision to allow artificial intelligence chip sales to China. The deal allows chip giants Nvidia and AMD to sell advanced AI chips to China in exchange for a 15% cut of revenue from the sales.

· 5d · on MSN

Nvidia, AMD to pay 15% of China chip sale revenue to US government

· 4d · on MSN

Nvidia, AMD to pay U.S. government 15% of China AI chip sales in an unusual export agreement

· 13h

Nvidia’s efforts to please both US and China get harder as H20 becomes bargaining chip

Just two weeks after Huang concluded his third visit to China this year, the company saw its fortunes take a dramatic turn.

The Bulwark · 1d

Trump’s Unconstitutional Export Tax Is Probably Here to Stay

· 1d

Where Nvidia and AMD make their money: revenue by country

2don MSN

Why Nvidia and AMD’s China pay-to-play deal with Trump could backfire

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ones selling the processors, such as Nvidia and AMD.

4don MSN

Veteran analyst drops blunt 7-word take on AMD’s China deal

Tight supply enables Nvidia to pass much of the 15% dent to customers, keeping margin erosion to a minimum while keeping China in its customer base. Nevertheless, the risks remain, especially if Beijing discourages approved chip purchases, undercutting demand.