Nvidia AMD 15% China AI Chip Deal: US Revenue Share for Export Licenses | Unprecedented Terms & Analysis
Nvidia AMD 15% China AI Chip Deal: US Revenue Share for Export Licenses | Unprecedented Terms & Analysis Key Takeaways Nvidia and AMD agreed to pay 15% of China AI chip revenue to US government Deal covers Nvidia's H20 and AMD's MI308 chips specifically First arrangement of its kind in export control history Jensen Huang met with Trump before deal announcement Constitutional questions raised by legal experts Part of broader tariff strategy against China Export licenses granted in exchange for revenue sharing Follows Trump's 100% semiconductor tariff threats The Deal Nobody Saw Coming The phone rings at 3 AM and you answer it expecting bad news. Sometimes you get worse news. Nvidia and AMD just agreed to hand over 15% of their China AI chip revenues to the US government in exchange for export licenses. This isn't your typical export control story. Companies don't usually cut the government in like some kind of mob protection racket. But here we are. Nvidia...