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News

AMD, China and NVIDIA

Fast Company on MSN · 1d
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.
CNBC on MSN · 1d
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.
NBC News · 4d
What Trump's Nvidia and AMD China deal means for the world
The arrangement crafted by the Trump administration is “unusual,” analysts told CNBC, but underscores the president's transactional nature.
3don MSN

Veteran analyst drops blunt 7-word take on AMD’s China deal

Tight supply enables Nvidia to pass much of the 15% dent to customers, keeping margin erosion to a minimum while keeping China in its customer base. Nevertheless, the risks remain, especially if ...
6don MSN

AMD Shares Sink Despite Strong Growth. Is It Time to Buy the Dip?

After being a laggard to start the year, Advanced Micro Devices ( AMD 0.17%) has rallied strongly during the summer. However, its shares took a dip following the announcement of its second-quarter ...

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