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DARK SECRETS: 119 - The Real Truth

Nvidia responds to claim China is urging local companies to avoid Nvidia H20 — report claims authorities have sent notices discouraging use, especially for government-related purposes

A new report claims that China is urging local companies to avoid using Nvidia's H20 chip.

Tom’s Hardware

Hisense U8QG vs. TCL QM8K: which Mini-LED TV is right for you?

Is the Hisense U8QG a standout Mini-LED TV, or will TCL's flagship reign supreme?

Tom’s Guide

What CEOs really think about Nvidia and AMD's China export deal: 'Brilliant, a tariff that we don’t have to pay'

Also: All the news and watercooler chat from Fortune.

Fortune

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Mark Cuban Says Trump's Nvidia, AMD Export Tax Is What Warren, AOC, Sanders Should've Done — Kevin O'Leary Calls It 'Blackmail'

Mark Cuban and Kevin O’Leary have weighed in on President Donald Trump’s controversial deal with Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD), with Cuban praising it as a progressive move and O’Leary calling it corporate “blackmail.”

Benzinga

China Raises Security Red Flags Over Nvidia's H20 Chips As Trump Pushes For 15% Revenue Share: Report

China has reportedly raised security concerns about Nvidia Corp.’s (NASDAQ:NVDA) H20 chips, especially regarding potential backdoor risks, while the U.S. government, spearheaded by Donald Trump, pushes for a 15% revenue share from sales to China as part of its deal with the chipmaker.

Benzinga

Trump sparks concern after suggesting he might allow sales of Nvidia’s advanced AI chips in China

President says he could make deal for Nvidia to sell downgraded version of Blackwell chip in China but expert warns that could help Beijing compete in AI

The Guardian - AU

Trump Open To Scaled-Down Nvidia Blackwell AI Chip For China: Jensen Huang Is 'Coming To See Me Again About That'

U.S. President Donald Trump has expressed openness to Nvidia Corporation's (NASDAQ:NVDA) proposal to sell a downgraded version of its next-generation Blackwell AI chip to China, with performance reductions of up to 50%, despite concerns over national security.

Benzinga

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“American National Security Principles Are Negotiable for the Right Fee” — Why NVIDIA and AMD Agreed to Pay the US Government 15% of China AI Chip Revenue

Just a couple of weeks after the US government rescinded the ban on NVIDIA's H20 AI chip sales to China, it was announced that both NVIDIA and AMD will hand over 15% of their revenue from specific AI GPUs in order to receive export licenses.

Windows Central

Trump may allow Nvidia to ship hobbled current-gen Blackwell AI GPUs to China — U.S. gov't would get 15% of related revenue, China firms would get access to far faster GPUs

Trump signaled he may allow Nvidia to sell heavily downgraded Blackwell AI processors to China in exchange for 15% of related sales revenue to the U.S. government, a move that could give Chinese firms far faster hardware than current H20-based offerings.

Tom’s Hardware

AMD and Nvidia to Divert 15% of China Chip Sales to US – What It Means for Market Share and the Global Chip Industry

The agreement—covering Nvidia's H20 and AMD's MI308 AI chips—is a precondition for obtaining export licenses, according to multiple officials.

International Business Times UK

Ryzen 7 5700X3D reportedly reaches 'end-of-life' — AMD's last eight-core Zen 3 3D V-Cache CPU ends production

AMD's Ryzen 7 5700X3D has finally reached end-of-life status. Various retailers have allegedly confirmed that AMD is no longer selling the 5700X3D.

Tom’s Hardware

Trump Says Nvidia To Give US Cut Of China Chip Sales

President Donald Trump on Monday confirmed reports that semiconductor giant Nvidia would pay the United States 15 percent of its revenues from sales of certain artificial intelligence chips to China.

International Business Times

Chip makers Nvidia and AMD agree to pay 15 percent of Chinese revenue to America in deal to make Trump happy

Tech giants Nvidia and AMD agree to highly unusual terms as part of requirements to help them obtain export licenses for China

The Independent UK

Intel Jumps Ahead Of Trump Meeting, Bitcoin Tops 120,000: What's Moving Markets Monday?

U.S. equities opened the week with little momentum as traders kept risk-taking in check ahead of a packed economic and geopolitical calendar. Tuesday brings the release of July's inflation report, with economists expecting both headline and core annual inflation to tick higher to 2.9% and 3%, respectively.

Benzinga

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Reason

U.S. Revenue Grab on Chip Exports Raises Legal, Economic Alarms

The Trump administration will allow Nvidia and AMD to sell chips in the Chinese market—in exchange for 15 percent of their revenue.

MarketBeat

Invest in AI and Energy Infrastructure With These 5 ETFs

AI and electrification are interlinked megatrends, with AI driving power demand and energy infrastructure enabling AI’s expansion.

Benzinga

AMD Stock Rallies After US Clears China AI Chip Sales With 15% Cut To Washington

Advanced Micro Devices (NASDAQ:AMD) shares climbed Monday after the chipmaker agreed to pay 15% of its China AI chip sales revenue to the U.S. government in exchange for export licenses for its MI308 processors.

Tom’s Hardware

Nvidia and AMD reportedly sharing 15% of their China GPU revenue in exchange for export licenses — 'unprecedented' export revenue sharing deal may have been struck

Nvidia and AMD have reportedly agreed to pay the U.S. government 15% of China-sourced revenues to unlock export licenses for previously restricted chips.

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Barchart

Options Traders Price in Volatile Nvidia Earnings Reaction After U.S. Government Deal on AI Chips

NVDA and AMD are in focus this morning after an unusual revenue-sharing deal with the U.S. government on AI chip sales to China.

The Independent UK

Nvidia, AMD to pay 15% of China chip sale revenue to U.S. government

Nvidia and AMD agreed to share 15% of their revenues from chip sales to China with the U.S. government, a U.S. government official has confirmed

Tom’s Hardware

Intel CEO Lip-Bu Tan expected to visit Trump to address China links — duo tipped to have 'wide-ranging' conversation to address national security concerns

Intel CEO Lip-Bu Tan, facing pressure from Trump over China ties, will reportedly meet the president to clarify his background and stress Intel’s national security role. Tan, who led Cadence Design, aims to secure support for Intel’s U.S. manufacturing amid strategic board tensions and slowed plant progress.

Barchart

Advanced Micro Devices Stock: Is Wall Street Bullish or Bearish?

Advanced Micro Devices has outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

International Business Times

Nvidia, AMD To Hand Over 15% Of China AI Chip Revenue To US Government

Chipmakers agree to revenue-sharing arrangement to resume shipments ahead of trade deadline; analysts warn of margin hit and legal challenges.

Benzinga

Advanced Micro's Mixed Earnings Results Add Fuel To Direxion's AMD-Focused Bull And Bear Funds

Amid growing concerns about economic stability and the implementation of President Donald Trump's trade tariffs, investors have been anxious this earnings season. Case in point is semiconductor giant Advanced Micro Devices Inc. (NASDAQ:AMD), which recently disclosed a mixed performance for its financial disclosure. Initially, the results sent AMD stock plunging…

The Guardian - UK

Nvidia and AMD agree to pay 15% of China chip export revenues to US

Unprecedented deal, an apparent reversal of security restrictions, is in return for licences to sell to China

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