Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ...

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 ...

Treasury Secretary Scott Bessent said the recent deal to allow Nvidia Corp. and Advanced Micro Devices Inc. to resume ...

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

The US government is reportedly using hidden trackers in AI chip shipments to prevent illegal diversion to China, sparking ...

Wedbush said the U.S. deal to allow Nvidia (NVDA) and AMD (AMD) to secure export licenses to sell their AI chips in China ...

One dismayed Democratic lawmaker said the move signals to China “that American national security principles are negotiable ...

See where Nvidia and AMD earn their revenue, broken down by country, and why geographic exposure matters for chip investors amid U.S.-China tensions.

The latest move risks creating a pay-for-play framework for the sale of sensitive technologies to U.S. adversaries, according ...

A couple of solid AI-related catalysts should help semiconductor designer AMD fly higher in the wake of its recent hiccup.

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