Jonathan Kanter on Trump's Nvidia deal: We're not China

Government Intervention & Nationalization Concerns - Taking 15% of Nvidia and AMD's revenues is viewed as a tax and a form of nationalizing the business [2] - Offering Claude to the government for $1 blurs the lines between the state and the free market [2] - Blurring the lines between the state and enterprises makes the US look more like China [1][2] National Security & Free Market - Government intervention raises national security questions [2] - The approach of taking a percentage of profits is not the right way to address deficits [1]