What Trump's Nvidia and AMD China deal means for the world
1. AMD will share 15% revenue from China sales with the U.S. government. 2. Access to the Chinese market secured for AMD and Nvidia's chips. 3. Investor outlook remains positive; 85% revenue is preferable to none. 4. Uncertainty exists over potential larger revenue cuts in the long term. 5. China's reaction to U.S. revenue sharing is likely mixed.