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

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.

Seeking Alpha on MSN · 4h

Nvidia, AMD's China AI chip sales deal with US a bullish sign for AI related tech stocks: Wedbush

Wedbush said the U.S. deal to allow Nvidia (NVDA) and AMD (AMD) to secure export licenses to sell their AI chips in China "takes down a key barrier of growth in the AI Revolution."

CNBC on MSN · 19h

What experts say about Nvidia and AMD paying the U.S. government 15% of China AI chip sales

Nvidia and AMD have agreed to pay 15% of revenue from chip sales to China to the U.S. government. That has sparked a debate about whether the move could impact the chip giants’ business and whether Washington might seek out similar deals.

U.S. Reportedly Embeds Trackers in AI Chip Shipments

TechRepublic · 11h

US Reportedly Hid Trackers in Shipments to Monitor AI Chips Diverted to China

Trackers were placed in the packaging and sometimes inside servers from Dell and Super Micro, according to Reuters.

U.S. News & World Report · 1d

Exclusive-US Embeds Trackers in AI Chip Shipments to Catch Diversions to China, Sources Say

U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk of illegal diversion to China, according to two people with direct knowledge of the previously unreported law enforcement tactic.

Hosted on MSN · 7h

U.S. Reportedly Embeds Trackers in AI Chip Shipments to Stop Smuggling to China

A Reuters report says U.S. authorities have embedded hidden location trackers in shipments from companies like Dell and Super Micro containing advanced Nvidia and AMD chips. The goal is to catch individuals and companies bypassing U.

5hon MSN

Nvidia’s Trump Tax of Little Worry to Investors Eyeing AI Riches

President Donald Trump’s move to extract a 15% sales tax from Nvidia Corp. on certain semiconductors sold in China did ...

NVIDIA, AMD to Hand Over 15% of China AI Revenue to US Government

The US has sought to maintain its sovereignty in AI, citing national security concerns and financial motivations.

AI Weekly: Nvidia's future in China and $1 AI offers

From Nvidia possibly getting the green light for next-gen chip sales in China, to a $1 AI deal, we round up the week's big ...

China tells Alibaba, ByteDance to justify purchases of Nvidia AI chips

Trump said on Monday that he might allow Nvidia to sell a more advanced artificial intelligence chip in China based on the ...

Nvidia H20 sales to China unlikely to change country’s AI policy trajectory

The resumption of Nvidia’s H20 AI chip shipments to China is “unlikely to change” Beijing’s long-term artificial intelligence policy, according to Macquarie analysts.

15h

Letter: China’s Communist party is real Nvidia deal beneficiary

Nvidia and AMD may well be willing to accept a 15 per cent kickback as the cost of doing business in Trump’s Washington. But as American companies that generate the plurality of their revenue in the ...

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