Advanced Micro Devices, Inc. (AMD)
A Look At Nvidia And AMD's $3 Billion Export “Tax” Deal With Trump
Two of the largest companies in the world, Nvidia and AMD, have agreed to pay the U.S. 15% of their revenues from sales of chips and semiconductors to China. This agreement can be viewed as a win-win for technology conglomerates and the U.S. government, as it enables Nvidia and AMD to expand their market share for their products while allowing the U.S. to collect upwards of $3 billion more in incremental revenue from export activities.
AMD: Way Too Early To Take Profits Now
Advanced Micro Devices, Inc. has staged an incredible comeback, driven by robust Q2 results and momentum in its data center CPU and AI chip businesses. Despite cyclical volatility in Client and Gaming segments, AMD's forward valuation remains attractive, with upside potential as AI chips start to scale. Geopolitical risks and China export complexities pose near-term uncertainties.
Nvidia, AMD Agree to Pay 15% of China Chip Revenues to US
Nvidia (NVDA) and Advanced Micro Devices (AMD) plans to resume sales of key AI chips to China are set to come with some big strings attached.
Nvidia and AMD cut a chip revenue-sharing deal with Trump. Here's how their stock prices are reacting
In a historically unusual move, two of the world's largest chipmakers, Nvidia and Advanced Micro Devices (AMD), have reportedly cut a deal with the Trump administration to hand over 15% of their revenues from certain chip sales to the U.S. government. Here's what to know about the deal and how Nvidia's and AMD's stock prices are reacting.
Nvidia-AMD export deal could shake up global supply chains, analysts say
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) and Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD)'s new deal to hand over 15% of their chip sales revenue in China to the US government is a game-changer that export controls, usually about national security, into a way for the government to collect money, according to analysts. The deal centers on Nvidia's H20 chip and AMD's MI308 chip, both specifically designed for the Chinese market amid ongoing US export restrictions on advanced chips used in artificial intelligence applications, citing national security concerns.
Nvidia and AMD reportedly strike deals with Trump — but analysts see a ‘slippery slope'
After months of pushing the U.S. government to reverse restrictions on certain chip sales to China, it seems that Nvidia Corp. and Advanced Micro Devices Inc. will be able to sell there again — but newly reported details on the arrangement have some analysts worried that a dangerous precedent has been set.
Advanced Micro Devices, Inc. (AMD) Is a Trending Stock: Facts to Know Before Betting on It
Advanced Micro (AMD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Nvidia, AMD Agree to Pay 15% of China Chip Revenues to US, Report Says
Nvidia (NVDA) and Advanced Micro Devices (AMD) plans to resume sales of key AI chips to China could come with some big strings attached.
Nvidia, AMD may sell high-end AI chips to China if they pay US a cut
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.
Wall Street eyes records, inflation data, and a curious Nvidia–AMD deal
8:30am: Calm futures US stock futures were calm Monday morning as investors set their sights on another possible round of record highs. The Dow futures rose about 0.3%, S&P 500 futures added 0.1%, and Nasdaq futures hovered near the flatline.
What Trump's Nvidia and AMD China deal means for the world
Nvidia and AMD have agreed to pay 15% of revenues from chip sales to China to the U.S. goverenment, the FT reports. Analysts said the deal is still positive for both AMD and Nvidia as they get access to a huge market.
AMD: Much Better Than Investors Realize
AI chip exports to China are resuming, setting AMD up for a strong margin recovery and improved profitability in the coming quarters. The ramp-up of MI355X accelerators and robust 3Q25 sales guidance position AMD for renewed growth, especially in the data center segment. AMD trades at a lower valuation than peers like Nvidia and Broadcom, offering significant re-rating potential with an intrinsic value estimate of $210.
