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2w ago

U.S. Secures 15% Revenue Share From Nvidia and AMD on China AI Chips

Following Jensen Huang’s White House visit, the administration will levy 15% of revenue from China-bound AI chip exports

Depuis 2018, les restrictions à l’export se multiplient pour les puces américaines vers la Chine.
Cette décision vise à encourager les dirigeants d'entreprises à investir en Amérique pour soutenir l'emploi et la production nationale.
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Overview

  • Reports on August 11 say Nvidia and AMD agreed to allocate 15% of their China AI chip sales revenue to the U.S. government under new export-license terms.
  • Nvidia confirmed it follows U.S. export rules but did not address the reported levy, while AMD has declined to comment publicly.
  • The New York Times estimates the arrangement could generate over $2 billion in revenues for the federal government.
  • The concession follows the issuance of the first export licenses for Nvidia’s H20 and AMD’s MI308 accelerators on August 8 after the administration reversed an April ban.
  • Analysts warn the unprecedented levy represents a novel form of political leverage in the U.S.-China tech rivalry as Washington also signals plans for 100% tariffs on semiconductors.