$NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ have reportedly agreed to pay the US government a 15% revenue share on sales of certain AI chips to China. This arrangement allows them to obtain export licenses for their chips, specifically Nvidia's H20 and AMD's MI308, which were developed to comply with US export restrictions.
*Key Points:*
- *Revenue Share:* Nvidia and AMD will pay 15% of their revenue from sales of these chips to the US government.
- *Export Licenses:* The US government has started issuing licenses to Nvidia and AMD, enabling them to sell their chips to China.
- *Chip Specifications:* The H20 and MI308 chips are designed to meet US export restrictions while still providing significant computing power for AI applications.
- *Estimated Earnings:* The US government could earn over $2 billion
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- gleezy·2025-08-19TOPThis could significantly impact Nvidia and AMD's profit margins.1Report
- Porter Harry·2025-08-19TOPBelieve in Nvidia!🐂1Report
- YuzuYogi·2025-08-20TOPAny worst yet coming??1Report