Advanced Micro Devices, Inc. (AMD)
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15% "Tax" on NVDA & AMD: What It Means for A.I. Outlook
Published: August 11, 2025 by: Schwab Network
Sentiment: Negative
John Freeman says the 15% revenue pull from Nvidia (NVDA) and AMD Inc. (AMD) Chinese chip revenue is still better than the alternative of not making profits at all. That said, he still believes both companies should be allowed to see all their products without having part of their revenue pulled.
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Nvidia, AMD Deal Sets Bad Precedent: Bernstein's Rasgon
Published: August 11, 2025 by: Bloomberg Technology
Sentiment: Negative
Bernstein Senior Analyst Stacy Rasgon says the US government's plans to charge Nvidia and AMD 15% of the revenues from AI chip sales to China sets a bad precedent. He speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.
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Nvidia, AMD Agree to Pay 15% of China Chip Revenues to US
Published: August 11, 2025 by: Investopedia
Sentiment: Positive
Nvidia (NVDA) and Advanced Micro Devices (AMD) plans to resume sales of key AI chips to China are set to come with some big strings attached.
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Nvidia and AMD to Pay the U.S. 15% of AI Chip Sales to China to Secure Export Licenses
Published: August 11, 2025 by: CNBC Television
Sentiment: Negative
The Investment Committee debate what it means for both companies. CNBC's Eamon Javers joins ‘Halftime Report' to discuss the latest.
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Nvidia and AMD cut a chip revenue-sharing deal with Trump. Here's how their stock prices are reacting
Published: August 11, 2025 by: Fast Company
Sentiment: Negative
In a historically unusual move, two of the world's largest chipmakers, Nvidia and Advanced Micro Devices (AMD), have reportedly cut a deal with the Trump administration to hand over 15% of their revenues from certain chip sales to the U.S. government. Here's what to know about the deal and how Nvidia's and AMD's stock prices are reacting.
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Nvidia-AMD export deal could shake up global supply chains, analysts say
Published: August 11, 2025 by: Proactive Investors
Sentiment: Neutral
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) and Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD)'s new deal to hand over 15% of their chip sales revenue in China to the US government is a game-changer that export controls, usually about national security, into a way for the government to collect money, according to analysts. The deal centers on Nvidia's H20 chip and AMD's MI308 chip, both specifically designed for the Chinese market amid ongoing US export restrictions on advanced chips used in artificial intelligence applications, citing national security concerns.
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Nvidia, AMD to pay U.S. 15% of AI chip sales in China to secure export licenses
Published: August 11, 2025 by: CNBC Television
Sentiment: Neutral
CNBC's Eamon Javers joins 'Halftime Report' to discuss the latest trade negotiation headlines from Trump's morning presser.
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Nvidia and AMD reportedly strike deals with Trump — but analysts see a ‘slippery slope'
Published: August 11, 2025 by: Market Watch
Sentiment: Neutral
After months of pushing the U.S. government to reverse restrictions on certain chip sales to China, it seems that Nvidia Corp. and Advanced Micro Devices Inc. will be able to sell there again — but newly reported details on the arrangement have some analysts worried that a dangerous precedent has been set.
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Trump Expands ‘Pay-for-Play' in Trade Policy With Nvidia, AMD Deal
Published: August 11, 2025 by: Barrons
Sentiment: Negative
The government will take a 15% cut of the revenue the chip makers generate by selling certain chips to China, according to media reports.
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S&P500 Today: Indices Steady, Nvidia and AMD Weigh on Tech Stocks
Published: August 11, 2025 by: FXEmpire
Sentiment: Neutral
S&P500 and Nasdaq 100 hold steady near highs as traders await key CPI data; chip stocks slip after Nvidia, AMD revenue deal on China sales.
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Nasdaq Hits Record As Earnings Beat Forecasts; CPI, PPI Reports Ahead
Published: August 11, 2025 by: Forbes
Sentiment: Positive
Key Takeaways
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Advanced Micro Devices, Inc. (AMD) Is a Trending Stock: Facts to Know Before Betting on It
Published: August 11, 2025 by: Zacks Investment Research
Sentiment: Positive
Advanced Micro (AMD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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Nvidia, AMD Agree to Pay 15% of China Chip Revenues to US, Report Says
Published: August 11, 2025 by: Investopedia
Sentiment: Positive
Nvidia (NVDA) and Advanced Micro Devices (AMD) plans to resume sales of key AI chips to China could come with some big strings attached.
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NVDA & AMD Tariffs, Inflation Data, Geopolitical Risk to Dominate the Week
Published: August 11, 2025 by: Schwab Network
Sentiment: Neutral
President Trump is expected to meet with Vladimir Putin. Kevin Hincks talks about the stakes of a ceasefire in Ukraine and its impact on volatility ahead.
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Nvidia, AMD may sell high-end AI chips to China if they pay US a cut
Published: August 11, 2025 by: TechCrunch
Sentiment: Neutral
The AI chip race narrative used to be about U.S. national security, but apparently now it's about tariffs: Nvidia and AMD have agreed to pay the U.S. government 15% of the revenue they make from sales of high-end AI chips to China in exchange for licenses to sell to those chips in the country, the Financial Times reported, citing anonymous sources.
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Wall Street eyes records, inflation data, and a curious Nvidia–AMD deal
Published: August 11, 2025 by: Proactive Investors
Sentiment: Positive
8:30am: Calm futures US stock futures were calm Monday morning as investors set their sights on another possible round of record highs. The Dow futures rose about 0.3%, S&P 500 futures added 0.1%, and Nasdaq futures hovered near the flatline.
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What Trump's Nvidia and AMD China deal means for the world
Published: August 11, 2025 by: CNBC
Sentiment: Positive
Nvidia and AMD have agreed to pay 15% of revenues from chip sales to China to the U.S. goverenment, the FT reports. Analysts said the deal is still positive for both AMD and Nvidia as they get access to a huge market.
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Advanced Micro's Mixed Earnings Results Add Fuel To Direxion's AMD-Focused Bull And Bear Funds
Published: August 11, 2025 by: Benzinga
Sentiment: Neutral
Amid growing concerns about economic stability and the implementation of President Donald Trump's trade tariffs, investors have been anxious this earnings season. Case in point is semiconductor giant Advanced Micro Devices Inc. AMD, which recently disclosed a mixed performance for its financial disclosure.
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Nvidia, AMD to give U.S. government 15% of revenue from two AI chips exported to China: Report
Published: August 11, 2025 by: CNBC Television
Sentiment: Negative
CNBC's Joe Kernen reports on the latest news.
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Trump Has Put Nvidia, AMD, China in a Jam. How It Plays Out for Markets.
Published: August 11, 2025 by: Barrons
Sentiment: Negative
Inflation data coming this week, Tesla's third-quarter sales get a boost, private markets fintech iCapital hires Bloomberg vet, and more news to start your day.
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AMD: Much Better Than Investors Realize
Published: August 11, 2025 by: Seeking Alpha
Sentiment: Positive
AI chip exports to China are resuming, setting AMD up for a strong margin recovery and improved profitability in the coming quarters. The ramp-up of MI355X accelerators and robust 3Q25 sales guidance position AMD for renewed growth, especially in the data center segment. AMD trades at a lower valuation than peers like Nvidia and Broadcom, offering significant re-rating potential with an intrinsic value estimate of $210.
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Nvidia And AMD Slip In Premarket As Reports Say U.S. Will Take 15% Cut Of China AI Chip Sales
Published: August 11, 2025 by: Forbes
Sentiment: Negative
$2.25 billion. That is how much money the U.S. government could earn from Nvidia as part of the deal.
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These Stocks Are Moving the Most Today: Coinbase, MicroStrategy, Sarepta, Nvidia, AMD, and More
Published: August 11, 2025 by: Barrons
Sentiment: Neutral
Coinbase and MicroStrategy stocks rose as Bitcoin price surged. Shares of Sarepta, Nvidia and AMD were falling in early trading Monday.
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Nvidia, AMD Stocks Fall. Trump Wants U.S. to Get Cut of China AI Chip Sales: Report.
Published: August 11, 2025 by: Barrons
Sentiment: Negative
The unusual arrangement will apply to Nvidia's H20 chip and AMD's MI308.
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Stock Market Today: Dow Futures Inch Higher; Nvidia, AMD to Give U.S. Cut on China Chip Sales
Published: August 11, 2025 by: WSJ
Sentiment: Positive
Gold prices drop; Bitcoin rallies above $121,000
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Nvidia and AMD to pay US 15% of China revenues in rare export deal
Published: August 11, 2025 by: Proactive Investors
Sentiment: Negative
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) and Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) have struck an unprecedented agreement to pay the US government 15% of their revenues from chip sales in China to secure export licences. This follows US restrictions on advanced chips, particularly those used in artificial intelligence, amid national security concerns.
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Nvidia and AMD strike major revenue-sharing deal with US government over China chip sales
Published: August 11, 2025 by: Fox Business
Sentiment: Positive
Revenue-sharing deal between Nvidia, AMD and U.S. government covers AI chip sales to China, a key market worth billions for both companies.
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Trump Administration to Take 15% Cut of Nvidia and AMD Chip Sales to China
Published: August 10, 2025 by: WSJ
Sentiment: Negative
The unusual arrangement follows Nvidia CEO Jensen Huang's meeting with President Trump.
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Nvidia, AMD to pay 15% of China chip sale revenues to US: report
Published: August 10, 2025 by: New York Post
Sentiment: Neutral
Nvidia and AMD have agreed to give the US government 15% of their revenues from chip sales in China, under an arrangement to obtain export licenses for the semiconductors, the Financial Times reported on Sunday.
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U.S. Government to Take Cut of Nvidia and AMD A.I. Chip Sales to China
Published: August 10, 2025 by: NYTimes
Sentiment: Negative
In a highly unusual arrangement with President Trump, the companies are expected to kick 15 percent of what they make in China to the U.S. government.
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About Advanced Micro Devices, Inc. (AMD)
- IPO Date 1980-03-17
- Website https://www.amd.com
- Industry Semiconductors
- CEO Lisa T. Su
- Employees 28000