IP #101 Nvidia Gets Government Green Light to Export Chips to China
Failed to add items
Add to basket failed.
Add to Wish List failed.
Remove from Wish List failed.
Follow podcast failed
Unfollow podcast failed
IP #101 Nvidia Gets Government Green Light to Export Chips to China
-
Narrated by:
-
By:
About this listen
Send us a text
In this episode of Investor’s Playbook, we're unpacking one of the tech world’s most eyebrow-raising moves: the U.S. government has struck a deal with Nvidia and AMD that gives Washington 15% of the revenue from their AI chip sales to China.
We’ll break down how the deal came to be: after a brief export ban, Nvidia’s CEO met with President Trump, and suddenly the long-blocked chips were cleared for sale, just with a price tag attached in the form of that 15% revenue-sharing agreement.
On the investor front, we’ll explore the ripple effects: how this could hit chipmakers’ margins, alter market expectations, and create new uncertainty around U.S.-China tech trade and future export policy.
Instagram: @Investorsplaybookllc
YouTube: @Investorsplaybookllc