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AMD must give U.S. 15% of China chip sales

Barron's on MSN · 11h

Nvidia Stock Wavers, AMD Gains. What’s Driving the AI Chip Players.

AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next generation could face a delay.

CNBC on MSN · 10h

What experts say about Nvidia and AMD paying the U.S. government 15% of China AI chip sales

Nvidia and AMD have agreed to pay 15% of revenue from chip sales to China to the U.S. government. That has sparked a debate about whether the move could impact the chip giants’ business and whether Washington might seek out similar deals.

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.

NVIDIA's next-gen Rubin AI GPUs not delayed, no changes to fight AMD Instinct MI450 AI chips

NVIDIA's next-gen Rubin AI GPUs rumored to be delayed, redesigns happening to better compete with AMD's upcoming Instinct ...

14hon MSN

Bessent sees Nvidia, AMD China agreements as a model for others

Treasury Secretary Scott Bessent said the recent deal to allow Nvidia Corp. and Advanced Micro Devices Inc. to resume ...

1h

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.

12h

AMD CEO Dr. Lisa Su Discusses NVIDIA Rivalry, AI Strategy And More In Expansive Interview

However, one person who's just as relevant right now is the much less-discussed Lisa Su, who's been leading AMD since 2014 ...

1don MSN

China cautions tech firms over Nvidia H20 AI chip purchases, sources say

Chinese authorities have summoned domestic companies including major internet firms Tencent and ByteDance over their ...

1d

Billionaire David Tepper Is Selling Nvidia and AMD for a Cutting-Edge Company With an Addressable Market in Excess of $200 Billion

Appaloosa's billionaire investor has swapped out two artificial intelligence (AI) hardware goliaths for a rapidly growing ...

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