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Nvidia and AMD strike major revenue-sharing deal with US government over China chip sales

1. AMD and Nvidia to share 15% revenue from AI chip sales to China. 2. Trump administration discusses resuming chip exports after previous restrictions. 3. China accounted for 24% of AMD's revenue in 2024, a significant market. 4. Experts see unusual revenue-sharing as blurring national security and economics. 5. U.S. could gain hundreds of millions quarterly from this revenue-sharing deal.

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FAQ

Why Bullish?

AMD's agreement opens avenues for revenue growth and increased market presence.

How important is it?

The revenue-sharing agreement signifies potential for AMD to expand its market base and revenue.

Why Long Term?

If exports normalize, AMD could see sustained growth, similar to post-2019 recovery.

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