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President Trump has confirmed that the US government will receive 15% of the sale of Nvidia's ( NVDA) H20 chips to China. The ...
Eurasia Group's China Practice Director Amanda Hsiao discusses Beijing's likely policy response to the US allowing some AI chips from Nvidia and AMD to be sold in China. Hsiao joins Caroline Hyde and ...
If MAGA means anything, it means fairer trade for our workers. So why would Trump punish business for getting China to buy ...
Critics warn that even reduced Blackwell chips could help China build world-class AI supercomputers if purchased in large ...
The latest move risks creating a pay-for-play framework for the sale of sensitive technologies to U.S. adversaries, according ...
Nvidia paid. AMD paid. Intel will follow. And the White House gets its cut. Workers win. Nvidia and AMD win. The markets win. For now, the U.S. skims the take. But you can bet that one day the student ...
Nvidia and AMD agreed to pay 15% of AI chip revenue from China to US government. AMD, with 24% China exposure, may suffer ...
Decades ago, designers etched microscopic doodles onto silicon chips to leave their marks. Now, techno-archaeologists search ...
The White House said on Tuesday that perhaps deals could be expanded to other chip companies after Nvidia and Advanced Micro ...
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 ...
A Fragile Foothold in China Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) recently secured U.S. approval to ...
Tesla shuts down its Dojo AI supercomputer, ending in-house chip efforts as Elon Musk shifts focus to AI5/AI6 chips and ...