News

China, Nvidia and Trump

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.
US/China trade truce, Nvidia, Gold: 3 Things
President Trump signs an executive order extending the trade truce between the US and China, China urges native companies to stop using Nvidia (NVDA) processors and Gold (GC=F) prices remain strong.
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).
How Nvidia’s H20 chip found itself at the center of the U.S.-China trade war
But lately Washington and Wall Street have become preoccupied with a two-year-old product with far less advanced features. The chip at the center of the fascination is the H20, a downgraded model from Nvidia’s older Hopper lineup that was specially designed to comply with export restrictions on sales of AI hardware to China.
Nvidia and AMD will give US 15% of China chip sales, reports say. But Chinese state media warns about the 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, the Financial Times reported Sunday.
Trump Is Letting Nvidia Sell Chips to China. Under One Condition.
For years, the US has restricted the sale of powerful AI chips to China. But Trump is letting sales of less-advanced chips happen.
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 [
China pushes back against Nvidia H20 chip exports amid US trade tensions
Chinese authorities have recently voiced concerns about the reauthorization of shipments for Nvidia Corporation's H20 AI chips, highlighting fears that these chips could be remotely disabled by the US.
Nvidia, AMD must give U.S. 15% of China chip sales
Nvidia and AMD will be required to give the U.S. 15% of their China chip sales, reflecting new measures on tech trade and national security.
China loves, fears Nvidia’s H20 AI chip, WSJ reports
C hina is discouraging firms from buying Nvidia’s H20 AI chip despite its role in trade negotiations with the U.S., as Chinese authorities fear reliance on U.S. technology and p
Opinion
Itemlive16mOpinion

Hiltzik: Trump’s deal with Nvidia puts our national security on sale to the highest bidder

Michael Hiltzik One thing that can be said about Donald Trump’s transactional approach to policy-making is that, as destructive as it might be to our economic health, it gives business leaders clear ...
24/7 Wall St.4d

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 ...

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.
The Japan Times3d

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 ...

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 ...

Why Trump’s Pay-for-Play Chips Deal May Not Be the Last

The Trump administration’s unorthodox Chinese export pact with Nvidia and Advanced Micro Devices is worrying trade experts.