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Bessent sees 15% cut on Nvidia, AMD AI chip sales to China

Barron's on MSN · 2d

Nvidia Stock Wavers, AMD Gains. What’s Driving the AI Chip Players.

AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next generation could face a delay.

PCMag on MSN · 4d

Nvidia, AMD to Pay 15% of Revenue From China AI Chip Sales to US Government

On Monday, President Trump confirmed that the US 'negotiated a little deal' with Nvidia. Some experts note, however, that the US Constitution forbids export taxes.

CBS News on MSN · 3d

Nvidia, AMD to pay U.S. government 15% of China AI chip sales in an unusual export agreement

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume sales to China.

1d

Wedbush: Nvidia, AMD China AI Deal a 'Bullish Catalyst' for Big Tech

Analyst Daniel Ives said this unusual arrangement removes a key growth barrier for the AI industry, with potential rippl ...

12hon MSN

Nvidia, Palantir, and AMD Have a Nearly $13 Billion Warning for Wall Street -- but Are You Paying Attention?

While their respective share price appreciation indicates everything is going great for Nvidia, Palantir, and AMD, all three ...

1h

AMD: Reiterating Strong Buy, Don't Count It Out But Expectations Are High

Advanced Micro Devices, Inc.'s growth potential shines despite the Q2 dip. Click for more on AMD's robust demand, CPU ...

1don MSN

Spy twist? US allegedly bugged AI chips of Nvidia and AMD bound for China with hidden trackers

The US government is reportedly using hidden trackers in AI chip shipments to prevent illegal diversion to China, sparking ...

NVIDIA's next-gen Rubin AI GPUs not delayed, no changes to fight AMD Instinct MI450 AI chips

NVIDIA's next-gen Rubin AI GPUs rumored to be delayed, redesigns happening to better compete with AMD's upcoming Instinct ...

16h

AMD: Winner In The Age Of Physical AI

AMD's chiplet innovation and Xilinx acquisition fuel data center growth and AI advances, challenging Nvidia. Read here for ...

1don MSN

Why Advanced Micro Devices (AMD) Stock Soared Wednesday

Shares of Advanced Micro Devices ( AMD 5.44%) jumped 5.4% Wednesday. The chip maker and closest competitor of rival Nvidia ...

2d

AMD CEO Dr. Lisa Su Discusses NVIDIA Rivalry, AI Strategy And More In Expansive Interview

However, one person who's just as relevant right now is the much less-discussed Lisa Su, who's been leading AMD since 2014 ...

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