What experts say about Nvidia and AMD paying the U.S. government 15% of China AI chip sales

Market Trends & Regulatory Impact - Nvidia and AMD reportedly agree to give the US government 15% of revenue from AI chip exports to China in exchange for export licenses [1] - The agreement raises questions about national security concerns and whether the government is arbitrarily intervening in business deals [2][3] - China is reportedly downplaying the importance of the chips, citing potential security issues [4][5] - The situation sets a unique precedent for government intervention in the market, potentially mirroring China's approach [7][8] - The shift from viewing export controls as a national security issue to a trade issue is a concerning precedent [9][10] Company Performance & Competitive Landscape - The 15% revenue share may disproportionately affect AMD due to its lower margins compared to Nvidia [2][3] - The agreement could potentially benefit Nvidia more than AMD due to Nvidia's stronger margin position [3] - The involvement of the White House as a backer for Nvidia is seen as a powerful advantage [8] Potential Expansion & Future Implications - There are concerns that companies like Tesla and Apple could eventually be affected by similar regulations [6] - The situation may expand beyond AMD and Nvidia to include other chip players [6]