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China, NVIDIA and AMD

Fast Company · 21h

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.

CNN on MSN · 3d

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.

Yahoo Finance · 19h

Wedbush: Nvidia, AMD China AI Deal a 'Bullish Catalyst' for Big Tech

Analyst Daniel Ives said this unusual arrangement removes a key growth barrier for the AI industry, with potential rippl

3don MSN

Trump opens door to sales of version of Nvidia's next-gen AI chips in China

The move could open the door to China securing more advanced computing power from the U.S. even as the two countries battled ...

Investor's Business Daily on MSN16h

Nvidia, AMD, Other AI Stocks Score Price-Target Hikes Amid Strong AI Server Demand

Data indicates that production of server computers for artificial intelligence applications remains strong, prompting a Wall ...

18h

Where Nvidia and AMD make their money: revenue by country

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.

19hon MSN

Spy twist? US allegedly bugged AI chips of Nvidia and AMD bound for China with hidden trackers

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

3d

Lisa Su Runs AMD—and Is Out for Nvidia’s Blood

While everyone else has been talking about Nvidia’s GPUs, Lisa Su has discreetly turned AMD into a chipmaking phenom. And as ...

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