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Bessent Sees Nvidia, AMD China Agreements

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 · 4h

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

CBS News on MSN · 1d

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

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume sales to 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 ...

Trump's unconventional chip gambit might leave Nvidia and AMD with more questions than answers

Nvidia had to write off $4.5 billion due to the ban in Q1, with an additional $8 billion hit expected in Q2, while AMD reported an $800 million loss in Q2.

5mon MSN

How Nvidia CEO Jensen Huang has become Trump’s silent partner in trade with China

China currently controls more than 80% of the global supply of neodymium. The majority of it comes from the Bayan Obo mine in ...

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