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China, NVIDIA and H20

The Wall Street Journal · 6h

Q&A: Why China Is Discouraging Its Firms From Buying Nvidia H20 Chips

Nvidia’s H20 AI chip has been at the center of U.S.-China trade negotiations for months. Raffaele Huang and Robbie Whelan explain why China loves and fears Nvidia’s chip. Beijing wants [

MarketWatch on MSN · 4h

How Nvidia’s H20 chip found itself at the center of the U.S.-China trade war

The stakes are high for Nvidia as it looks to restart China chip sales in the face of fast-evolving geopolitical tensions.

CNN on MSN · 2d

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.

Trump, NVIDIA and China

TIME on MSN · 1d

What to Know About Trump’s Nvidia Deal and China’s Response

Trump said Monday that he has cut a deal with chipmaker Nvidia, allowing it to sell certain artificial intelligence chips to China in exchange for a cut of the revenue, which would go to the U.S. government. Trump said he also negotiated a similar deal with chipmaker Advanced Micro Devices (AMD).

MarketWatch on MSN · 22h

How Nvidia CEO Jensen Huang has become Trump’s silent partner in trade with China

U.S. export restrictions on tech to China still exist. But on those items, Chinese companies can simply turn to friendlies in Singapore. Or, like the pirates of old, China can create a black market for chips. Some Nvidia chips faced export restrictions even in the Biden years.

Barron's on MSN · 2d

Trump Expands ‘Pay-for-Play’ in Trade Policy With Nvidia, AMD Deal

The government will take a 15% cut of the revenue the chip makers generate by selling certain chips to China, according to media reports.

32m

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.

3h

Nvidia’s Trump tax of little worry to investors eyeing AI riches

President Donald Trump’s move to extract a 15% sales tax from Nvidia Corp. on certain semiconductors sold in China did ...

23h

Trump's unusual Nvidia deal raises new corporate and national security risks, lawmakers and experts say

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

The Japan Times15h

Trump’s deal with Nvidia offers path forward in global trade war

Experts and people familiar with the matter said the surprise deal, in which Nvidia and Advanced Micro Devices agreed to pay ...

24/7 Wall St.2d

Intel May Be Next in Line for a Targeted Trade Deal. Should You Buy INTC Now?

Semiconductor Trade Deals Stir Controversy The U.S.-China trade landscape has been a high-stakes chessboard, with ...

1d

Q&A: Why Is China Discouraging Its Firms From Buying Nvidia H20 Chips?

China trade negotiations for months. But Beijing has repeatedly pushed Chinese chip buyers to support domestic suppliers ...

2don MSN

Trade Tracker: Brian Belski buys more Broadcom, Nvidia and AMD

Brian Belski, Chief Investment Strategist at BMO Capital Markets, joins 'Halftime Report' to detail his latest portfolio ...

2d

Trump draws backlash over deal to sell Nvidia export control license

President Donald Trump defended a deal he struck with Nvidia CEO Jensen Huang to allow the sale of certain semiconductor ...

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