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Nvidia, AMD Deal Sets Bad Precedent: Bernstein’s Rasgon
Bloomberg Technology· 2025-08-11 18:18
Stacey, we start with what you say initially. Look, 85% looks better than 0% in terms of revenues. But what is the precedent here.What is their long term access to China to. Yeah. So, again, I don't like the precedent that it sets.It feels like a very slippery slope. Again, like I said, 85% better than zero. I think it's better for them both for them as frankly as well as for for the U.S. in general to be able to sell into China.Like you don't want to hand the Chinese market for air over to Huawei. We want ...
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Bloomberg· 2025-08-11 06:20
Nvidia and AMD will pay 15% of their China AI chip revenue to the US for export licensesGet the latest on this and the rest of the days news with the Bloomberg Daybreak Europe podcast. https://t.co/oItkXevifY ...
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Bloomberg· 2025-07-03 09:32
The Trump administration has lifted export license requirements for chip design software sales in China, implementing a trade deal to ease some restrictions on essential technologies.: Here is your Evening Briefing. https://t.co/Ak8RUggdSD ...