Nvidia Vs. AMD: Who Gets Hit Harder By The 15% China Revenue Tax?

NVIDIA Corp NVDA and Advanced Micro Devices Inc AMD recently agreed to pay the U.S. government 15% of their AI chip revenue from China — a groundbreaking arrangement driven by export license conditions. But not all chipmakers are equally exposed. So, who suffers more when the government takes its cut?Track NVDA stock here.China Exposure: The Tale Of Two TitansNvidia's AI chips sold to China represent about 13% of its total revenue — roughly $17 billion. AMD's exposure is nearly double, with China accounting ...