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

Why Nvidia and AMD’s China pay-to-play deal with Trump could backfire

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ones selling the processors, such as Nvidia and AMD.

Seeking Alpha on MSN · 4h

Nvidia, AMD's China AI chip sales deal with US a bullish sign for AI related tech stocks: Wedbush

Wedbush said the U.S. deal to allow Nvidia (NVDA) and AMD (AMD) to secure export licenses to sell their AI chips in China "takes down a key barrier of growth in the AI Revolution."

CNBC on MSN · 20h

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.

U.S. Reportedly Embeds Trackers in AI Chip Shipments

TechRepublic · 12h

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.

U.S. News & World Report · 1d

Exclusive-US Embeds Trackers in AI Chip Shipments to Catch Diversions to China, Sources Say

U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk of illegal diversion to China, according to two people with direct knowledge of the previously unreported law enforcement tactic.

Hosted on MSN · 8h

U.S. Reportedly Embeds Trackers in AI Chip Shipments to Stop Smuggling to China

A Reuters report says U.S. authorities have embedded hidden location trackers in shipments from companies like Dell and Super Micro containing advanced Nvidia and AMD chips. The goal is to catch individuals and companies bypassing U.

Investor's Business Daily on MSN19m

Nvidia, AMD, Other AI Stocks Score Price-Target Hikes Amid Strong AI Server Demand

Data indicates that production of AI servers remains strong, prompting a Wall Street firm to raise its price targets on ...

AMD Brushes Off China AI Sales Hit as Citi Calls Impact 'Largely Immaterial'

Advanced Micro Devices (NASDAQ:AMD) grabbed attention this week after reports revealed the chipmaker agreed to give the U.S.

CNN on MSN2d

How the world’s most valuable company got caught in the middle of Trump’s spat with China

Nvidia, the world’s most valuable company, has found itself caught in the middle of President Donald Trump’s historic trade war with China. The result: an extraordinary concession from a $4.5 trillion ...

1don MSN

The China-U.S. tariff truce lives on — thanks to Nvidia

The majority of it comes from the Bayan Obo mine in Inner Mongolia — one of the largest rare-earth element deposits in the world. Getting access to that and other rare earths was the centerpiece of ...

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