Nvidia, AMD may sell high-end AI chips to China if they pay US a cut
Nvidia and AMD have reached an agreement with the U.S. government to pay a 15% revenue cut in exchange for licenses to sell their high-end AI chips to China. This development comes amid the ongoing global AI chip race, which has previously been framed as a matter of U.S. national security. The agreement allows the two semiconductor companies to access the lucrative Chinese market, while the U.S. government gains a financial stake in these sales. This arrangement highlights the shifting dynamics of the AI chip competition, where commercial interests and tariff negotiations have become intertwined with national security concerns. The report suggests a pragmatic approach by the U.S. government, balancing the need to maintain technological superiority with the desire to generate revenue from these strategic exports.
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