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Nvidia, AMD may sell high-end AI chips to China if they pay US a cut

techcrunch.com Ram Iyer 2025-12-01 18:09:13

The AI chip race narrative used to be about U.S. national security, but apparently now it’s about tariffs: Nvidia and AMD have agreed to pay the U.S. government 15% of the revenue they make from sales of high-end AI chips to China in exchange for licenses to sell to those chips in the country, the Financial Times reported, citing anonymous sources. According to the FT’s government source, Nvidia will share revenues from sales of its H20 AI chips in China, and AMD would share a cut of MI308 chip

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What Trump's Nvidia and AMD China deal means for the world

cnbc.com Arjun Kharpal 2025-12-01 23:54:04

In this article NVDA AMD Follow your favorite stocks CREATE FREE ACCOUNT watch now Nvidia and AMD have agreed to share some of their revenue from sales to China with the U.S. government, according to several reports, sparking debate about whether the move could impact the chip giants' business and whether Washington might seek out similar deals. In exchange for 15% of revenues from the chip sales, the two semiconductor firms will receive export licenses to sell Nvidia's H20 and AMD's MI308 ch

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It shocked the market but has China's DeepSeek changed AI?

feeds.bbci.co.uk Unknown 2025-11-30 21:06:23

It shocked the market but has China's DeepSeek changed AI? 1 day ago Share Save Lily Jamali • @lilyjamali North America Technology Correspondent Reporting from San Francisco Share Save Shutterstock US President Donald Trump had been in office scarcely a week when a new Chinese artificial intelligence (AI) app called DeepSeek jolted Silicon Valley. Overnight, DeepSeek-R1 shot to the top of the Apple charts as the most downloaded free app in the US. The firm said at the time its new chatbot riv

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Nvidia and AMD to pay 15% of China chip sales to US

feeds.bbci.co.uk Unknown 2025-12-02 11:01:59

Nvidia and AMD to pay 15% of China chip sales to US Nvidia told the BBC: "We follow rules the US government sets for our participation in worldwide markets." Security experts, including some who served during President Donald Trump's first term, recently wrote to the administration expressing "deep concern" that Nvidia's H20 chip was "a potent accelerator" of China's AI capabilities. The US had previously banned the sale of powerful chips used in areas like artificial intelligence (AI) to Chi

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Trump Is Undermining Trust in Official Economic Statistics. China Shows Where That Path Can Lead

wired.com Louise Matsakis 2025-11-28 08:11:17

Welcome back! Louise here. On Friday, President Trump fired one of the nation’s top economists after her agency published a disappointing jobs report. Trump claimed the numbers were “RIGGED,” but there’s no evidence that Erika McEntarfer or the Bureau of Labor Statistics (BLS) did anything improper. The new employment data, however, suggested Trump’s policies are having a negative impact on the US economy. In the days since, Republicans have piled on, baselessly accusing McEntarfer of putting o

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China Shows Off Armed Attack Robots

futurism.com Unknown 2025-12-03 08:09:57

It's no secret that China is blazing full-steam into the future, developing technological marvels like levitating bullet trains, robot boxing fights, and a supercomputer network in space. But as geopolitical tensions simmer, the People's Republic is also using its technological savvy to build cutting-edge weapons tech. The Chinese state broadcaster CCTV recently released a brief video series showing off its newly developed "robot wolves," equipped with combat rifles, in simulated combat drills

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AMD stock slumps 6% on earnings miss, China AI chip concerns

cnbc.com Samantha Subin 2025-12-08 09:08:26

Lisa Su, president and CEO of AMD, talks about the AMD EPYC processor during a keynote address at the 2019 CES in Las Vegas, Nevada, U.S., January 9, 2019. Shares of Advanced Micro Devices slumped more than 6% after the chipmaker's earnings fell short of earnings expectations and raised concerns about the timing of a restart in China shipments. The Santa Clara, California-based company reported adjusted earnings of 48 cents per share, falling short of the 49 cents per share expected by analyst

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AMD stock slumps 7% on earnings miss, China AI chip concerns

cnbc.com Samantha Subin 2025-12-09 09:27:48

Lisa Su, president and CEO of AMD, talks about the AMD EPYC processor during a keynote address at the 2019 CES in Las Vegas, Nevada, U.S., January 9, 2019. Shares of Advanced Micro Devices slumped more than 7% after the chipmaker's earnings fell short of earnings expectations and raised concerns about the timing of a restart in China shipments. The Santa Clara, California-based company reported adjusted earnings of 48 cents per share, falling short of the 49 cents per share expected by analyst

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AMD stock slumps 5% on earnings miss, China AI chip concerns

cnbc.com Samantha Subin 2025-12-09 14:01:03

Lisa Su, president and CEO of AMD, talks about the AMD EPYC processor during a keynote address at the 2019 CES in Las Vegas, Nevada, U.S., January 9, 2019. Shares of Advanced Micro Devices slumped more than 5% after the chipmaker's earnings fell short of earnings expectations and raised concerns about the timing of a restart in China shipments. The Santa Clara, California-based company reported adjusted earnings of 48 cents per share, falling short of the 49 cents per share expected by analyst

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What to Know About Traveling to China for Business

wired.com Mitch Moxley 2025-12-09 18:00:00

Amid growing tensions and an escalating trade war between the United States and China, international business travelers may be understandably wary about traveling to the Chinese mainland. The US Department of State currently has a Level 2 travel advisory for China, instructing visitors to “exercise increased caution” because of the “arbitrary enforcement of local laws.” The reality on the ground is more complicated. While there have been instances of detention of US nationals, exit bans, and ra

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Nvidia rejects US demand for backdoors in AI chips

theverge.com Dominic Preston 2025-12-10 10:27:18

Posts from this author will be added to your daily email digest and your homepage feed. Nvidia’s chief security officer has published a blog post insisting that its GPUs “do not and should not have kill switches and backdoors.” It comes amid pressure from both sides of the Pacific, with some US lawmakers pushing Nvidia to grant the government backdoors to AI chips, while Chinese officials have alleged that they already exist. “To mitigate the risk of misuse, some pundits and policymakers propo

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U.S. charges two Chinese nationals for illegally shipping Nvidia AI chips to China

cnbc.com Dylan Butts 2025-12-10 12:42:12

China is one of Nvidia's largest markets, particularly for data centers, gaming and artificial intelligence applications. Two Chinese nationals in California have been arrested and charged with the illegal shipment of tens of millions of dollars' worth of AI chips, including those made by Nvidia , the Department of Justice said Tuesday. Chuan Geng, 28, and Shiwei Yang, 28, exported the sensitive chips and other technology to China from October 2022 through July 2025 without obtaining the requi

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Apple planning ‘National Fitness Day’ Apple Watch Challenge in China

9to5mac.com Marcus Mendes 2025-12-11 09:19:49

Since 2008, China has observed National Fitness Day on August 8. And in recent years, Apple has marked the occasion with an exclusive Apple Watch challenge. This year will be no exception. National Challenge Day set for August 8 As in previous years, Apple will challenge users in China to complete a 20-minute workout to unlock a custom animated sticker pack to be used in iMessage, FaceTime, and other messaging apps, as well as a special achievement in the Fitness app trophy gallery. Here’s Ap

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US iPhones: ‘Made in India’, built in China

9to5mac.com Zac Hall 2025-12-13 23:16:47

Apple may say that most iPhones sold in the U.S. are now assembled in India, but that doesn’t necessarily mean Apple has reduced its reliance on China. Patrick McGee, who literally wrote the book on Apple in China, explains. For the last two quarters, Apple CEO Tim Cook has noted that iPhones sold in the U.S. are sourced from India. The move, of course, allows Apple to avoid those pesky Trump tariffs on products exported from China and sold in the United States. Responding to a technically tru

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Nvidia's set to regain some China access. But it still faces eroding AI chip market share

cnbc.com Dylan Butts 2025-12-16 02:43:15

Nvidia 's H20 chips are likely to return to China, but tech experts don't expect them to be met with the same fanfare in the market in light of new competition and regulatory scrutiny. The Trump administration last month gave Nvidia assurances that it would be permitted to resume sales of its H20 chips to China, after their exports had been effectively banned in April. It also announced a new "fully compliant" made-for-China chip. The move was seen as a huge win for the company, which had flag

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A backlog at the Commerce Department is reportedly stalling Nvidia’s H20 chip licenses

techcrunch.com Rebecca Szkutak 2025-12-16 09:30:14

In Brief Earlier in July, U.S. Secretary of Commerce Howard Lutnick gave chipmakers like Nvidia the green light to start selling certain AI chips in China again, but his department is said to be holding things up. According to reporting from Reuters, Nvidia has yet to receive a license to sell its H20 AI chips. The U.S. Department of Commerce is currently sitting on a backlog of licensing applications due to turmoil within the department, in large part because of a loss of staff and a breakdo

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Nvidia denies its China-bound H20 AI chips have 'backdoors' after Beijing's security concerns

cnbc.com Dylan Butts 2025-12-18 09:19:03

China is one of Nvidia's largest markets, particularly for data centers, gaming and artificial intelligence applications. Nvidia has denied that its chips have any "backdoors" that would allow anyone to access or control them, after Chinese regulators summoned officials from the company to explain risks associated with its H20 chip. While Nvidia was given assurances by Washington that it would be allowed to resume exports of its made-for-China H20 general processing units, the AI chips have at

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Apple confirms iPhone rebound in China, says upgraders hit record high

9to5mac.com Marcus Mendes 2025-12-18 18:53:10

Following recent market reports that suggested iPhone sales were bouncing back in China, Apple CEO Tim Cook confirmed today that the company managed to reverse the slowdown, with overall revenue in the region rising 4% last quarter. Apple’s joining of government-backed subsidies in China paid off During Apple’s Q3 2025 earnings call today, Cook said iPhone sales accelerated across Greater China, with the company growing revenue in the region by 4% compared to the previous quarter. Cook said t

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Trump suspends trade loophole for cheap online retailers globally

arstechnica.com Unknown 2025-12-19 23:09:45

E-commerce giants everywhere felt the sting Wednesday when President Donald Trump announced that the US will be "suspending duty-free de minimis treatment for low-value shipments" worth $800 or less from anywhere in the world. Americans will likely soon feel the crunch, with one recent study estimating that the cost of eliminating the trade loophole overall to US consumers could fall between $10.9 billion and $13 billion while "disproportionately" hurting "lower-income and minority consumers" w

Topics: amazon china consumers shein trade

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Inside the Summit Where China Pitched Its AI Agenda to the World

wired.com Zeyi Yang 2025-12-20 04:04:47

Three days after the Trump administration published its much-anticipated AI action plan, the Chinese government put out its own AI policy blueprint. Was the timing a coincidence? I doubt it. China’s “Global AI Governance Action Plan” was released on July 26, the first day of the World Artificial Intelligence Conference (WAIC), the largest annual AI event in China. Geoffrey Hinton and Eric Schmidt were among the many Western tech industry figures who attended the festivities in Shanghai. Our WIR

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China claims Nvidia built backdoor into H20 chip designed for Chinese market

arstechnica.com Unknown 2025-12-20 14:28:28

Beijing has summoned Nvidia over alleged security issues with its chips, in a blow to the US company’s push to revive sales in the country after Washington granted approval for the export of a made-for-China chip. China’s cyber regulator on Thursday said it had held a meeting with Nvidia over what it called “serious security issues” with the company’s artificial intelligence chips. It said US AI experts had “revealed that Nvidia’s computing chips have location tracking and can remotely shut dow

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China summons Nvidia over potential security concerns in H20 chips

techspot.com Rob Thubron 2025-12-20 18:46:00

What just happened? Nvidia's relief at being allowed to resume export of its China-specific H20 chips may be short-lived. The country's cyberspace regulator says that it met with Nvidia to discuss national security concerns related to the H20, including potential tracking and backdoors. The Cyberspace Administration of China (CAC) said that Nvidia was asked to "clarify and submit relevant supporting documentation regarding security risks, including potential vulnerabilities and backdoors, assoc

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Nvidia’s China-bound H20 AI chips face Beijing scrutiny over ‘tracking’ and security concerns

cnbc.com Dylan Butts 2025-12-20 14:29:47

China is one of Nvidia's largest markets, particularly for data centers, gaming and artificial intelligence applications. While Nvidia has been given assurances by Washington that it will be allowed to resume exports of its made-for-China H20 general processing units, the AI chips' return may be met with increased scrutiny from Beijing. According to the Cyberspace Administration of China, Nvidia met with Beijing officials on Thursday regarding national security concerns posed by the H20 chips,

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Most US iPhones are now made in India as Apple responds to tariffs

9to5mac.com Ben Lovejoy 2025-12-21 05:49:56

Most US iPhones are now made in India rather than China, as Apple rejigs its supply chain to avoid tariffs on products imported into America from China. The strategy will certainly be of significant help to Apple at present, but there are two reasons why this could prove to be only a temporary solution … Apple getting closer to its long-term goal The vast majority of iPhones are still assembled in China, but Apple has for many years been working on boosting the number of phones made in other

Topics: apple china india iphone tariffs

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New report doubles down on iPhone rebound in China, despite overall market decline

9to5mac.com Marcus Mendes 2025-12-23 14:13:15

A few weeks ago, a report from Counterpoint Research suggested Apple may be turning things around in China. Now, new data from Canalys shows iPhone shipments in mainland China rose during the second quarter of 2025, even as the broader smartphone market declined. Here’s the breakdown. iPhone picks up, but Apple still in fifth Canalys’ numbers show that Apple shipped 10.1 million iPhones in Q2 2025, placing it fifth in China’s smartphone rankings, behind Huawei, vivo, OPPO, and Xiaomi. As note

Topics: apple canalys china huawei quarter

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The U.S. May Change Strategy in Its Battle With China for AI Dominance

gizmodo.com Ece Yildirim 2025-12-25 04:59:24

This weekend, Shanghai was host to China’s annual “World Artificial Intelligence Conference,” a government-organized AI showcase packed with tech giants from both China and the U.S. including Huawei, Tesla, and Amazon. The theme was “Global Solidarity in the AI Era,” and Chinese Premier Li Qiang opened the conference with a sweeping proposal: the establishment of a global AI cooperation organization, potentially headquartered in Shanghai. The Chinese foreign ministry has since released an actio

Topics: ai china chinese global nvidia

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Trump caving on Nvidia H20 export curbs may disrupt his bigger trade war

arstechnica.com Unknown 2025-12-24 09:04:07

The next front in Donald Trump's trade war will be chip tariffs—which could come by next month—but national security experts are warning that the president may have already made a huge misstep that threatens to disrupt both US trade and national security. In a letter Monday to Department of Commerce Secretary Howard Lutnick, 20 policymakers and professionals with a background in national security policy urged Trump to reverse course and block exports of Nvidia's H20 chips to China. In April, t

Topics: china chips national security trump

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Rare earths are China’s bargaining chip in the trade war — the U.S. is trying to fix that

cnbc.com Magdalena Petrova Jeniece Pettitt Jason Reginato 2025-12-26 09:00:01

Rare earths refer to 17 elements on the periodic table whose atomic structure gives them special magnetic properties. They're also the most important bargaining chip in the U.S. and China trade war. That's because these rare earth magnets power everything from electric vehicles and wind turbines to defense equipment, data centers and high-tech consumer electronics. The United States used to be an industry leader of rare earth production, but for the last several decades, the U.S. and the rest o

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India overtakes China in smartphone exports to the U.S. as manufacturing jumps 240%, report shows

cnbc.com Anniek Bao 2025-12-26 20:45:30

Workers assemble smartphones at Dixon Technologies' Padget Electronics Pvt factory in Uttar Pradesh, India, on Jan. 28, 2021. Bloomberg | Bloomberg | Getty Images India has overtaken China to become the top exporter of smartphones to the U.S., according to research firm Canalys, reflecting the shift in manufacturing supply chain away from Beijing amid tariff-fueled uncertainty. Smartphones assembled in India accounted for 44% of U.S. imports of those devices in the second quarter, a significant

Topics: china india manufacturing said smartphones

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20 national security experts urge Trump administration to restrict Nvidia H20 sales to China

techcrunch.com Rebecca Szkutak 2025-12-28 14:29:44

Not everyone is happy that the Trump administration gave Nvidia the green light to start selling its H20 advanced AI chips in China again. A group of 20 national security experts and former government officials wrote a letter to the U.S. Department of Commerce Secretary Howard Lutnick on Monday urging the Trump administration to reverse its recent decision to let Nvidia resume selling its H20 AI chips in China. The letter called the Trump administration’s recent decision a “strategic misstep”

Topics: ai china disrupt h20 letter

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Latest Tech News

Nvidia, AMD may sell high-end AI chips to China if they pay US a cut

What Trump's Nvidia and AMD China deal means for the world

It shocked the market but has China's DeepSeek changed AI?

Nvidia and AMD to pay 15% of China chip sales to US

Trump Is Undermining Trust in Official Economic Statistics. China Shows Where That Path Can Lead

China Shows Off Armed Attack Robots

AMD stock slumps 6% on earnings miss, China AI chip concerns

AMD stock slumps 7% on earnings miss, China AI chip concerns

AMD stock slumps 5% on earnings miss, China AI chip concerns

What to Know About Traveling to China for Business

Nvidia rejects US demand for backdoors in AI chips

U.S. charges two Chinese nationals for illegally shipping Nvidia AI chips to China

Apple planning ‘National Fitness Day’ Apple Watch Challenge in China

US iPhones: ‘Made in India’, built in China

Nvidia's set to regain some China access. But it still faces eroding AI chip market share

A backlog at the Commerce Department is reportedly stalling Nvidia’s H20 chip licenses

Nvidia denies its China-bound H20 AI chips have 'backdoors' after Beijing's security concerns

Apple confirms iPhone rebound in China, says upgraders hit record high

Trump suspends trade loophole for cheap online retailers globally

Inside the Summit Where China Pitched Its AI Agenda to the World

China claims Nvidia built backdoor into H20 chip designed for Chinese market

China summons Nvidia over potential security concerns in H20 chips

Nvidia’s China-bound H20 AI chips face Beijing scrutiny over ‘tracking’ and security concerns

Most US iPhones are now made in India as Apple responds to tariffs

New report doubles down on iPhone rebound in China, despite overall market decline

The U.S. May Change Strategy in Its Battle With China for AI Dominance

Trump caving on Nvidia H20 export curbs may disrupt his bigger trade war

Rare earths are China’s bargaining chip in the trade war — the U.S. is trying to fix that

India overtakes China in smartphone exports to the U.S. as manufacturing jumps 240%, report shows

20 national security experts urge Trump administration to restrict Nvidia H20 sales to China

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