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China, NVIDIA and AMD

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.

TweakTown · 2h

US government will use 15% sales tax on NVIDIA and AMD AI GPUs to China to pay down debt

The US government will use its 15% sales tax on NVIDIA and AMD chips sold to China to pay down US debt, in a new strategic move from the Trump admin.

Yahoo Finance · 8h

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

U.S. Reportedly Embeds Trackers in AI Chip Shipments

TechRepublic · 6h

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.

U.S. News & World Report · 1d

Exclusive-US Embeds Trackers in AI Chip Shipments to Catch Diversions to China, Sources Say

U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk of illegal diversion to China, according to two people with direct knowledge of the previously unreported law enforcement tactic.

Hosted on MSN · 17h

U.S. Reportedly Embeds Trackers in AI Chip Shipments to Stop Smuggling to China

A Reuters report says U.S. authorities have embedded hidden location trackers in shipments from companies like Dell and Super Micro containing advanced Nvidia and AMD chips. The goal is to catch individuals and companies bypassing U.

AMD Brushes Off China AI Sales Hit as Citi Calls Impact 'Largely Immaterial'

Advanced Micro Devices (NASDAQ:AMD) grabbed attention this week after reports revealed the chipmaker agreed to give the U.S.

Investor's Business Daily on MSN8h

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

Data indicates that production of AI servers remains strong, prompting a Wall Street firm to raise its price targets on ...

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 ...

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.

CNN on MSN3d

How the world’s most valuable company got caught in the middle of Trump’s spat with China

Nvidia, the world’s most valuable company, has found itself caught in the middle of President Donald Trump’s historic trade war with China. The result: an extraordinary concession from a $4.5 trillion ...

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