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Bessent Sees Nvidia, AMD China Agreements

CNBC on MSN · 2h

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.

Bloomberg on MSN · 6h

Bessent sees Nvidia, AMD China agreements as a model for others

Treasury Secretary Scott Bessent said the recent deal to allow Nvidia Corp. and Advanced Micro Devices Inc. to resume lower-end AI chip sales to China, on the condition they give the US government

CNN on MSN · 2d

Nvidia and AMD will give US 15% of China sales. But Chinese state media warns about their chips

Nvidia and AMD have agreed to pay the US government 15% of their revenues from semiconductor sales to China in exchange for export licenses, an unprecedented quid pro quo arrangement aimed at solidifying America’s AI business dominance while maintaining trade ties with China.

1don 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 ...

40m

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.

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