CNBC·2025-08-13 12:00Core Viewpoint - The recent deals between major tech companies and the U.S. government, particularly regarding tariffs and chip sales to China, highlight the importance of securing tariff relief for these firms amid ongoing trade tensions [3][4][5]. Group 1: Company Actions - Apple plans to increase its U.S. investment commitment to $600 billion over the next four years, seen as a strategy to mitigate tariff impacts [3][6]. - Nvidia and AMD have been allowed to sell advanced chips to China, with the U.S. government receiving a 15% cut of their revenues from these sales [2][8]. Group 2: Industry Impact - The deals are expected to trigger a "domino effect" within the tech industry, as companies seek to navigate the challenges posed by tariffs [5]. - Analysts note that all major tech companies have been negatively affected by tariffs, which could lead to significant profit reductions if additional fees are incurred [4][6]. Group 3: Government Relations - The arrangement with Nvidia and AMD has sparked debate over its implications, with some viewing it as a potential "shakedown" or unconstitutional [7][10]. - The legality and mechanics of the 15% export tax are still being finalized, with indications that similar agreements may be pursued with other companies in the future [8][12]. Group 4: Investor Sentiment - Initial investor reactions to the Nvidia and AMD deal were positive, as it secured access to the Chinese market, but concerns remain about the arbitrary nature of government decisions [11][12]. - The stability of government policy is a significant concern for investors, as fluctuating policies could impact company operations and market access [14].