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What CEOs really think about Nvidia and AMD’s China export deal: ‘Brilliant, a tariff that we don’t have to pay’
In today’s CEO Daily: Diane Brady on Nvidia and AMD’s deals to give the U.S. government a 15% cut of their chip sales to China. The big story: China tariff deal pushed off.
Revenue-sharing deal between Nvidia, AMD and U.S. government covers AI chip sales to China, a key market worth billions for ...
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 ...
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