Investor’s Playbook
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Investor’s Playbook
IP #101 Nvidia Gets Government Green Light to Export Chips to China
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In this episode of Investor’s Playbook, we're unpacking one of the tech world’s most eyebrow-raising moves: the U.S. government has struck a deal with Nvidia and AMD that gives Washington 15% of the revenue from their AI chip sales to China.
We’ll break down how the deal came to be: after a brief export ban, Nvidia’s CEO met with President Trump, and suddenly the long-blocked chips were cleared for sale, just with a price tag attached in the form of that 15% revenue-sharing agreement.
On the investor front, we’ll explore the ripple effects: how this could hit chipmakers’ margins, alter market expectations, and create new uncertainty around U.S.-China tech trade and future export policy.
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