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China, NVIDIA and AI

Fast Company · 1d

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.

Bloomberg on MSN · 3d

Nvidia, AMD Reach Deal to Give US a Cut of China AI Chip Sales

Nvidia Corp. and Advanced Micro Devices Inc. have agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in an unusual, legally questionable deal that reflects the Trump administration’s willingness to soften export controls in exchange for financial payouts.

Yahoo Finance · 1d

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

1don 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 ...

Investor's Business Daily on MSN22h

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 ...

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 ...

1don MSN

Hiltzik: Trump's deal with Nvidia puts our national security on sale to the highest bidder

Trump got Nvidia and AMD to fork over a portion of their sales of chips to China. Here's why that's unconstitutional and scary.

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