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On Monday, President Trump confirmed that the US 'negotiated a little deal' with Nvidia. Some experts note, however, that the ...
Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from Chinese AI chip sales to the US ...
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 ...