Overview

• The 15% revenue-sharing requirement applies to Nvidia’s H20 and AMD’s MI308 AI processors sold in China under newly issued export licenses.
• President Trump confirmed the deal and said he originally sought a 20% cut before Nvidia CEO Jensen Huang negotiated it down to 15%.
• Lawmakers and export-control experts have warned the unprecedented arrangement could face constitutional and statutory legal challenges.
• U.S. officials have not yet specified how the government plans to use the funds collected from the revenue share.
• Analysts estimate that if projected China sales materialize, the levy could generate billions of dollars for the U.S. government.