To sell GPUs to China, Nvidia and AMD sign an amazing agreement with Donald Trump

Sell gpus china, nvidia amd: This article explores the topic in depth.

Moreover,

Sell gpus china. Nevertheless, nvidia amd:

The same day of the deadline of August 12 set for a trade agreement between the United States and China, the Trump administration concluded an arrangement to say the least surprising with two heavy goods vehicles, NVIDIA and AMD. Furthermore, The two companies have agreed to donate 15 % of the income generated by the sale of so -called “advanced” fleas to China. Meanwhile, in exchange for export licenses for their H20 (NVIDIA) and Mi308 (AMD) models, reports the Financial Times.

A sample never seen from sales to China

This sample is deemed unusual by observers. For example, In essence. Therefore, the debate is as follows: either the sale of these chips represents a risk to national security, and in this case the US government should not authorize it. Meanwhile, Either it does not represent a risk, and then why impose this sell gpus china, nvidia amd penalty?

Analysts fear that this agreement will weaken the American position in terms of export control. For example, which was originally established to limit the transfer of sensitive technologies to Beijing. Nvidia had estimated its potential losses at 8 billion dollars in the event of blocking H20 sales in China. while AMD anticipated a billion shortfall.

For its defenders. this agreement allows companies to preserve access to a crucial Chinese market, while bringing revenue to the US Treasury. For his detractors, he looks like a barter of strategic protections against short -term income. “” It’s like exchanging national security for a check Summates a former advisor to the Commerce Department.

Risks are not limited to H20 or MI308. Beijing would also seek to obtain the lifting of restrictions on large -band memory fleas (HBM). which are essential for the development of advanced AI. Joe Biden had prohibited their export to sell gpus china, nvidia amd China in 2024 to slow down the rise of Huawei.

Experts warn: Reduing Restrictions on HBMs would return to ” Help Huawei to make better AI fleas to replace Nvidia “. According to Gregory Allen, specialist at the Center for Strategic and International Studies. This could also divert rare resources to the Chinese market. to the detriment of American production, while demand for data center in the United States should already mobilize most of the world supply until 2030.

For the time being. the H20 agreement does not provide a change on HBM, but the temptation to expand concessions could grow over the discussions with Beijing. In this context. several American officials ask Donald Trump to restore the measures put in place under Biden to block certain chip exports. Any additional opening could accelerate the technological stranglehold of China in the AI -. at the same time weakens the American sell gpus china, nvidia amd position in the long term.

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Sell gpus china, nvidia amd

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