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The semiconductors costing Nvidia, AMD dearly

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The semiconductors costing Nvidia, AMD dearly

AI Summary

Nvidia and AMD will pay the US government 15% of their revenue from AI chip sales to China. These chips, specifically the Nvidia H20 and AMD MI308, are less powerful versions designed for the Chinese market but are crucial for AI development. The US had previously restricted these exports due to national security concerns, causing significant financial losses for both companies. While recent policy changes allow sales, concerns remain about the chips' potential dual-use nature in advancing China's military capabilities.

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