Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from Chinese AI chip sales to the US ...

The Financial Times first reported on this “highly unusual” arrangement that is part of reopening the gate for Nvidia and AMD ...

Tight supply enables Nvidia to pass much of the 15% dent to customers, keeping margin erosion to a minimum while keeping China in its customer base. Nevertheless, the risks remain, especially if ...