Nvidia’s Pivotal Deal: US-China AI Chip Agreement Signals a New Era in Tech Trade

Key Points

1. Nvidia and AMD can sell high-end AI chips to China under the condition that 15% of the revenue goes to the U.S. government.

2. The U.S. government has begun issuing licenses for these sales, indicating a change from outright bans to a revenue-sharing approach.

3. Nvidia has adapted to U.S. export controls by designing specific chips like the H20 for the Chinese market.

4. The deal has implications for China's AI development, providing access to advanced chips despite restrictions.

5. Critics raise national security concerns, fearing the potential misuse of advanced technology by adversaries.