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The Latest Breaking News from China

Trump may allow Nvidia to ship hobbled current-gen Blackwell AI GPUs to China — U.S. gov't would get 15% of related revenue, China firms would get access to far faster GPUs

Trump signaled he may allow Nvidia to sell heavily downgraded Blackwell AI processors to China in exchange for 15% of related sales revenue to the U.S. government, a move that could give Chinese firms far faster hardware than current H20-based offerings.

Tom’s Hardware

US President Donald Trump extends pause on China tariffs for another 90 days

Trump has extended his tariff pause on China for another 90-days just hours before the last trade truce was set to expire.

Euronews

AMD and Nvidia to Divert 15% of China Chip Sales to US – What It Means for Market Share and the Global Chip Industry

The agreement—covering Nvidia's H20 and AMD's MI308 AI chips—is a precondition for obtaining export licenses, according to multiple officials.

International Business Times UK

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Trump Says Dealing 'Nicely' With China As Tariff Deadline Looms

President Donald Trump said Monday that the United States has been "dealing very nicely with China" -- while Beijing said it was seeking positive outcomes -- hours before a tariff truce between both countries was due to expire.

International Business Times

Nvidia Nears 52-Week High As AI Frenzy, China Chip Export Deal Drive Momentum

Nvidia Corp. (NASDAQ:NVDA) traded Monday just shy of its 52-week high of $183.88, driven by ongoing artificial intelligence optimism and a major resolution in its China chip export dispute.

Benzinga

Trump Says Nvidia To Give US Cut Of China Chip Sales

President Donald Trump on Monday confirmed reports that semiconductor giant Nvidia would pay the United States 15 percent of its revenues from sales of certain artificial intelligence chips to China.

International Business Times

How Should You Play NVDA Stock as Nvidia Agrees to China Chip Revenue Deal?

The U.S. government agreed to issue export licenses in exchange for 15% of Nvidia’s H20 sales to China. Wells Fargo says NVDA shares could rally to $220 on the back of this deal.

Barchart

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Chip makers Nvidia and AMD agree to pay 15 percent of Chinese revenue to America in deal to make Trump happy

Tech giants Nvidia and AMD agree to highly unusual terms as part of requirements to help them obtain export licenses for China

The Independent UK

U.S. Revenue Grab on Chip Exports Raises Legal, Economic Alarms

The Trump administration will allow Nvidia and AMD to sell chips in the Chinese market—in exchange for 15 percent of their revenue.

Reason

3 Auto Stocks To Consider As Tariff Troubles Play Out

Ongoing tariff battles have taken a toll on the auto industry’s mainstays, with losses reaching $11.7 billion through the first half of 2025, according to industry figures.

Benzinga

Trump announces another 90-day pause on China tariffs

President signs executive order extending deadline for higher tariffs hours before agreement was due to expire

The Guardian - US

AMD Stock Rallies After US Clears China AI Chip Sales With 15% Cut To Washington

Advanced Micro Devices (NASDAQ:AMD) shares climbed Monday after the chipmaker agreed to pay 15% of its China AI chip sales revenue to the U.S. government in exchange for export licenses for its MI308 processors.

Benzinga

Stocks Turn Mixed Ahead of This Week's Key Inflation Reports

The S&P 500 Index ($SPX ) (SPY ) today is down -0.06%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.08%. September E-mini S&P futures (ESU25 ) are down -0.05%, and September E-mini Nasdaq futures...

Barchart

Ford Is Building a $30,000, Mid-Size Electric Pickup Truck

Jim Farley and Ford’s answer to the “existential threat” that China poses to the Western automakers is here. Almost. The Blue Oval revealed today its “Model T” moment, and it’s more than just a car, or even a range of cars. Ford is introducing its new “Universal EV Platform” alongside…

Motor1

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Barchart

Stocks Supported by Fed Rate Cut Speculation and Strength in Chip Makers

The S&P 500 Index ($SPX ) (SPY ) today is up +0.06%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.04%. September E-mini S&P futures (ESU25 ) are up +0.04%, and September E-mini Nasdaq futures...

Tom’s Hardware

Nvidia and AMD reportedly sharing 15% of their China GPU revenue in exchange for export licenses — 'unprecedented' export revenue sharing deal may have been struck

Nvidia and AMD have reportedly agreed to pay the U.S. government 15% of China-sourced revenues to unlock export licenses for previously restricted chips.

Barchart

Options Traders Price in Volatile Nvidia Earnings Reaction After U.S. Government Deal on AI Chips

NVDA and AMD are in focus this morning after an unusual revenue-sharing deal with the U.S. government on AI chip sales to China.

The Guardian - UK

Why Peak China may finally have arrived

The technological and strategic brilliance of its world-class companies are being swamped by macroeconomic troubles

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The Conversation

South Africa and China set up a quantum communication link: how we did it and why it’s historic

A major breakthrough in quantum technology was achieved in October 2024: the first-ever quantum satellite communication link between China and South Africa. The connection spanned a remarkable 12,900km: the longest intercontinental quantum communication link established to date. The longest before this was 7,600km and within the northern hemisphere only.

The Independent UK

Nvidia, AMD to pay 15% of China chip sale revenue to U.S. government

Nvidia and AMD agreed to share 15% of their revenues from chip sales to China with the U.S. government, a U.S. government official has confirmed

Benzinga

Alibaba Faces Fierce AI Talent Poaching As Rivals Lure Top Qwen Model Engineers

Alibaba Group (NYSE:BABA) has become a prime target in China’s artificial intelligence (AI) talent war as rival tech giants poach senior experts from its Tongyi Lab, the developer of the widely used open-source Qwen models.

Tom’s Hardware

Intel CEO Lip-Bu Tan expected to visit Trump to address China links — duo tipped to have 'wide-ranging' conversation to address national security concerns

Intel CEO Lip-Bu Tan, facing pressure from Trump over China ties, will reportedly meet the president to clarify his background and stress Intel’s national security role. Tan, who led Cadence Design, aims to secure support for Intel’s U.S. manufacturing amid strategic board tensions and slowed plant progress.

InsideEVs

America Has Completely Blown Any Sort Of EV Transition

The rest of the world is moving away from gasoline more quickly than the United States is, including the Global South.

International Business Times

Nvidia, AMD To Hand Over 15% Of China AI Chip Revenue To US Government

Chipmakers agree to revenue-sharing arrangement to resume shipments ahead of trade deadline; analysts warn of margin hit and legal challenges.

The Guardian - UK

Nvidia and AMD agree to pay 15% of China chip export revenues to US

Unprecedented deal, an apparent reversal of security restrictions, is in return for licences to sell to China

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