贝塔投资智库·2025-08-11 04:00Core Viewpoint - Nvidia (NVDA.US) and AMD (AMD.US) have agreed to pay 15% of their revenue from advanced computer chip sales to China to the U.S. government, as part of a deal involving AI application chips, including Nvidia's H20 and AMD's MI308 [1][2]. Group 1 - The U.S. government, led by President Donald Trump, had previously suspended the sale of H20 chips to China in April, but Nvidia announced last month that the U.S. would allow the company to resume sales soon [1]. - The U.S. Department of Commerce has begun issuing licenses for the sale of H20 chips to China, indicating a shift in policy [2]. - Nvidia's spokesperson stated that the company complies with U.S. government rules for participating in the global market, expressing hope that export control rules will enable competition in China and globally [2]. Group 2 - The agreement for chip manufacturers to pay 15% of their sales revenue to the U.S. is a condition for obtaining export licenses for their semiconductor products, including AMD's MI308 chip [2]. - U.S. Commerce Secretary Howard Lutnick mentioned that the plan to resume sales of AI chips is part of negotiations with China regarding rare earth issues, highlighting the strategic importance of these technologies [2]. - Lutnick emphasized that allowing Chinese companies to use U.S. technology aligns with American interests, even if the most advanced technologies are restricted from export [2].