Nvidia (BDR:) and AMD () agreed to pass 15% of the revenue obtained with sales of artificial intelligence chips to China to the United States government, in an unprecedented agreement to release exports, according to information obtained by several newspapers and news agencies, as Wall Street Journal, Financial Times, The New York Times, Reuters e Bloomberg.
According to publications, the hit was closed after meeting last Wednesday (6), between NVIDIA CEO Jensen Huang and President Donald Trump. Two days later, the Trade Department began issuing licenses for exporting the H20 chip, Nvidia, and M308, from AMD. Sales of these models have been suspended since April for safety restrictions.
According to Financial Timesthe measure establishes an “unprecedented biproquó”, as there is no record of American companies paying part of the revenue to obtain export licenses. The amount passed on to the government has no defined destination yet. Bernstein estimates point that Nvidia could sell 1.5 million H20 units by 2025, generating about $ 23 billion, while AMD could earn $ 800 million with the M308.
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O New York Times Informs that the agreement can yield more than $ 2 billion to the US government. The H20 was developed in 2023 to serve the Chinese market after restrictions imposed on Biden management to more advanced chips. Although less powerful than state -of -the -art models, the chip is seen by safety experts as capable of boosting China’s AI capabilities, including military applications.
Critics inside and outside the government opposed release, alleging risk to the strategic advantage of the US. “Beijing must be exultant to see Washington transform export licenses from sources of revenue,” said Liza Tobin, former member of the National Security Council, Financial Times.
Nvidia said, in a note sent to WSJthat “follows the rules that the US government establishes for our participation in world markets” and reiterated that its chips contain no backdoors (secret access) or remote control risks.
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Licenses for Nvidia and AMD were some of the few issued in the context of ongoing trade negotiations between Washington and Beijing. The Trump government maintains the ban for China to get more advanced chips, but seeks US companies to lead the technology supply globally.
