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The Latest Breaking News from Nvidia

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.

Tom’s Hardware

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.

Barchart

Micron Stock Jumps After Boosting Sales And Profit Outlook On Soaring AI Chip Demand

Micron Technology (NASDAQ:MU) stock gained on Monday after the company lifted its fourth-quarter fiscal 2025 guidance, citing stronger-than-expected pricing, particularly in DRAM, and solid operational execution.

Benzinga

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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

The Independent UK

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.

Tom’s Hardware

Are Wall Street Analysts Bullish on NVIDIA Stock?

NVIDIA has considerably outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Barchart

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.

International Business Times

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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

The Guardian - UK

Desperate for a cheap GPU? AMD's RX 7400 just arrived – but I'd forget about that, and start hoping the rumored Intel B380 is real

I wouldn't bet on the new AMD RX 7400 being your budget GPU savior – that might be Intel's B380 instead.

TechRadar

Intel CEO set to meet with President Trump and probably discuss company's woes, domestic chip manufacturing, and that awkward moment Trump called for his resignation last week

That was one way to force Intel to the negotiating table...

PC Gamer

Stocks Set for Muted Open as Investors Await U.S. Inflation Data and Trump-Putin Summit

September S&P 500 E-Mini futures (ESU25) are up +0.09%, and September Nasdaq 100 E-Mini futures (NQU25) are up +0.05% this morning, pointing to a muted open on Wall Street as investors await key U.S. economic data, especially the inflation report, and a summit between U.S. President Donald Trump and Russia’s…

Barchart

15% of Nvidia and AMD China chip sales to go to US government - new export licenses subject to ‘unprecedented’ sales tariff despite ‘national security problem’

AMD and Nvidia will have to hand over 15% of the revenue from new China chips sales to US government in 'unprecedented' sales deal.

TechRadar

The hidden mathematics of AI: why your GPU bills don't add up

AI workloads are breaking cloud economics. Here’s why smarter teams are rethinking their infrastructure strategy.

TechRadar

Chipmakers Nvidia and AMD to pay 15% of China revenue to US government

The unprecedented deal is part of a bargain to secure US export licenses for the Chinese market.

Euronews

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Benzinga

Peter Schiff, The Kobeissi Letter Warn Of 'Federal Shakedown' Over Nvidia, AMD's 15% China Chip Revenue Deal With Trump Administration

Economist Peter Schiff and capital markets commentator The Kobeissi Letter have sharply criticized Nvidia Corp.'s (NASDAQ:NVDA) and Advanced Micro Devices, Inc.'s (NASDAQ:AMD) agreement to pay 15% of their China chip revenues to the U.S. government, calling it a “federal shakedown.”

Al Jazeera

Nvidia, AMD to pay 15% of China chip sales to US government

Trade experts express concern about reported deal linking exports controls to monetary payments.

Benzinga

Nvidia's H20 Chips Under Fire In China Over Security Fears As US Export Deal Sparks Backlash: Report

Nvidia Corporation's (NASDAQ:NVDA) H20 artificial intelligence chips are facing mounting security concerns in China, with state media and regulators raising alarms about potential backdoor risks while the U.S. government secures revenue-sharing deals with the chipmaker for export licenses.

International Business Times

Asian Markets Waver To Start Key Week For Trade, US Data

Asian markets mostly rose Monday as investors eyed a week dominated by speculation about US inflation data and a prolonged pause for Washington's tariffs on China.

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news in one place.

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PC Gamer

Nvidia and AMD will reportedly pay 15% of their Chinese revenue to the US government so they can sell AI-capable chips there, despite warnings from security experts

Benzinga

Nvidia Says There Are No 'Backdoors' In Its Chips As Beijing Demands Answers: 'No Kill Switches, No Spyware'

Nvidia Corp. (NASDAQ:NVDA) issued a forceful denial days after China's cyberspace regulator summoned the company over alleged "tracking and positioning" risks in H20 AI chips newly cleared for some exports, calling hidden controls nonexistent and dangerous.

Benzinga

Nvidia And AMD Reportedly Agree To Pay 15% Of China Chip Revenues To Trump Administration For Export Licenses: 'Beijing Must Be Gloating'

Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) have reportedly agreed to pay 15% of their China chip sales revenues to the U.S. government as part of their deal for export licenses.

The Guardian - US

Trump news at a glance: Epstein case haunts administration even as Vance blames Democrats for mishandling

Vice-president tries to deflect criticism of government’s refusal to release so-called Epstein files, triggering renewed calls for transparency – key US politics stories from Sunday 10 August

Fortune

Exclusive: Former Intel CEO Craig Barrett outlines rescue plan to save Intel and America's advanced chip manufacturing

Intel needs a cash infusion of roughly $40 billion to remain at the leading edge of chip manufacturing, according to former CEO Craig Barrett. The U.S. government is unlikely to be the main savior—instead cash rich chip customers like Nvidia, Apple, and Google need to step up.

Tom’s Hardware

China state media says Nvidia H20 GPUs are unsafe and outdated, urges Chinese companies to avoid them — says chip is ‘neither environmentally friendly, nor advanced, nor safe’

A social media account linked to China state media says that users should avoid Nvidia chips.

Windows Central

ASUS Doubles Down on Performance—But Is the 2025 Zephyrus G14 Too Much Laptop?

The ASUS ROG Zephyrus G14 (2025) is once again a fantastic laptop for gaming and everything else, but ASUS pursued more power at a cost, and I'm conflicted.

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