Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ...

Analyst Daniel Ives said this unusual arrangement removes a key growth barrier for the AI industry, with potential rippl ...

This arrangement is likely unconstitutional and sets a dangerous precedent for unilateral executive imposition of taxes ...

The US government will use its 15% sales tax on NVIDIA and AMD chips sold to China to pay down US debt, in a new strategic ...

One dismayed Democratic lawmaker said the move signals to China “that American national security principles are negotiable ...

The US government is reportedly using hidden trackers in AI chip shipments to prevent illegal diversion to China, sparking ...

Wedbush said the U.S. deal to allow Nvidia (NVDA) and AMD (AMD) to secure export licenses to sell their AI chips in China ...

See where Nvidia and AMD earn their revenue, broken down by country, and why geographic exposure matters for chip investors amid U.S.-China tensions.

This morning, we learned that the US government is planning to take a 15% cut on all the AI chips that these two companies ...

Trump got Nvidia and AMD to fork over a portion of their sales of chips to China. Here's why that's unconstitutional and ...

The administration first highlighted that the chips had been suitably "tailored", leaving no room for security concerns. When ...

Trackers were placed in the packaging and sometimes inside servers from Dell and Super Micro, according to Reuters.