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史无前例,英伟达AMD中国芯片收入将上缴!美政府被炮轰变相赚钱,或增收20亿美元
美股研究社·2025-08-11 11:44

Core Viewpoint - The article discusses the unprecedented arrangement where Nvidia and AMD will pay 15% of their AI chip sales revenue to the U.S. government in exchange for export licenses to China, raising questions about the implications of using national security as a means for financial gain [6][7]. Group 1: Export License Agreement - Nvidia and AMD are expected to pay 15% of their revenue from AI chip sales in China to the U.S. government as a condition for receiving export licenses for their H20 and MI308 chips [6]. - This arrangement is described as unprecedented, with experts noting that no U.S. company has previously agreed to share revenue in exchange for export licenses [6][7]. Group 2: Financial Impact - Nvidia is projected to sell over 1.5 million H20 chips to China by the end of the year, generating approximately $23 billion in revenue [7]. - AMD anticipates $620 million in revenue from chip sales in China for 2024, indicating the significant financial stakes involved [6][7]. - The agreement could potentially yield over $2 billion (approximately 14.4 billion RMB) in revenue for the U.S. government [7]. Group 3: Market Significance - China represents a crucial market for both Nvidia and AMD, with Nvidia earning $17 billion from China, accounting for 13% of its total sales, and AMD generating $6.2 billion, which is 24% of its total revenue [6][7]. - The U.S. government’s actions are seen as a way to maintain competitiveness in the global market while navigating complex geopolitical tensions [7].