路透：两名知情人士透露，美国当局已秘密在他们认为极有可能转移到中国的先进芯片的目标货物中放置位置跟踪装置，以对违反美国出口管制而获利的个人和公司提起诉讼。5位AI服务器供应链的人士表示，他们了解到戴尔和超微电脑等制造商的服务器发货中使用了追踪器，其中涉及英伟达和AMD的芯片。 https://t.co/6N4vc5w3Sl外汇交易员 (@myfxtrader):美国司法部表示，两名中国公民在加利福尼亚州被捕并被指控在2022年10月至2025年7月期间向中国运送价值数千万美元的AI芯片，其中包括英伟达H100。为美国商务部工作的美国特工称，两人成立的公司ALX Solutions向新加坡和马来西亚的货运代理公司发送了20多批货物，而这些公司被用作转运至中国的中转站。 ...

Every other trade deal has been concluded very quickly. What is the pace of this one telling you. Well, there's not a lot of time for these negotiations to proceed.So I think it's extremely important that both sides have agreed to a tariff rollover. So now they can really put their energies and attention on the key outstanding issues, including export controls, critical minerals, excess capacity, you name it. There's lots of issues on the agenda and not a lot of time to come up with negotiated solutions.Let ...

There is a lot to unpack here, but it's interesting that Aean brings up the the national security point because remember that's how this whole thing got started in terms of requiring export controls on this very unique sector as a said it's because of national security effort and all of a sudden 15% it makes that go away seemingly. Let's hone in on in Yes. And we're going to discuss AMD and Nvidia and what appears to be, you know, paytoplay type of thing.But, you know, the Intel calling for your res calling ...

Turning now to two of America's premier semiconductor makers and their massive deal with White House, which gives the US government a 15% cut of some of their profit from sales to China. That's right, the agreement involves Nvidia and AMD. The companies make chips that are crucial to the artificial intelligence boom.This unusual business move integrating the US government in private enterprise. So, with that said, we got to bring in the perfect guy. NBC News business and data correspondent Brian Chung.Good ...

Riva, you have more than two decades of experience as a geopolitical strategist advising companies on what on earth is happening around the world. Have you ever seen the United States impose what is essentially an export tax in exchange for those companies being able to export technology to a specific market. Well, unorthodox is an understatement here, right.And there's that whole pesky detail of what about Article one, Section nine of the Constitution that says no tax or duty shall be laid on articles expo ...

Well, Andrew, Beijing has been messaging that the H20, which is a chip that China has had wanted, um, is potentially bad for the country. In a series of posts, the state media uh, social media uh, linked account linked to, um, state TV has been arguing that China should not buy this chip. Uh, Yuan Tenan called the H20 far from safe for China.It says that Nvidia needs to substantiate its claims that it has no so-called backdoors. It alleges that installing back doors is a condition by the US government to ea ...

How is this going to work. 15% of sales, 15% of the revenues that they make from those sales into the China market. Of the 20 when it comes to NVIDIA or AMD's equivalent.Once they start shipping those, they will get the export license. According to this report, if they pay that 15% into the US Treasury, that apparently is how it's going to work. There are legal questions around this. If this is categorized as an export tax, potentially there are legal challenges to this.But according to our reporting, this ...

The reversal of America’s export controls once again allows Nvidia to sell its powerful H20 chips in China. Making these available to tech firms there will remove hurdles that are slowing their growth https://t.co/LZVXStUR0S ...

The reversal of America’s export controls once again allows Nvidia to sell its powerful H20 chips in China. Making these available to tech firms there will remove hurdles that are slowing their growth https://t.co/k5vw4Aboo1 ...

The reversal of America’s export controls once again allows Nvidia to sell its powerful H20 chips in China. Making these available to tech firms there will remove hurdles that are slowing their growth https://t.co/LvbZSDyf5F ...