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News

NVIDIA and AMD Stocks Face Fresh Risk

Digest more
 · 3d · on MSN
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.

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 · 6d · on MSN
Nvidia, AMD to pay 15% of China chip sale revenue to US government
TipRanks on MSN · 11h
Nvidia and AMD Stocks Face Fresh Risk as Democrats Oppose Trump’s China Chip Deal
12h

1INTC, META : Scott Bessent Sees Nvidia-AMD China Deal As Blueprint, Facebook Users...

Facebook's $725M settlement payouts, a U.S. revenue-sharing deal with Nvidia and AMD, Intel stake talks, an AI ...
6don MSN

Nvidia and AMD said to strike unprecedented deal with White House for China access

Nvidia Corp. and Advanced Micro Devices Inc. will give 15% of their chip revenue from sales in China to the U.S. government ...
5don 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 ...

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