Nvidia and AMD will pay 15% of their revenues from AI chip sales in China to the US government to obtain export licenses. This unusual arrangement stems from the Trump administration's efforts to secure financial benefits in trade negotiations. Both companies are facing scrutiny from Beijing, which is wary of the H20 chip due to security concerns. The situation poses risks to U.S. export controls, potentially undermining U.S. credibility with allies regarding national security and trade concessions.
"This seeming quid pro quo is unprecedented from an export control perspective. The arrangement risks invalidating the national security rationale for U.S. export controls."
"It will likely undermine the US' position when negotiating with allies to implement complementary controls."
Collection
[
|
...
]