GPUs
President Trump Confirms Deal With NVIDIA/AMD on Their Share of China Revenue; Says There’s Only Room for ‘Less-Powerful’ Blackwell AI GPUs for China in the Future

US and GPU Giants Strike Deal: China to Get ‘Meanwhileer’ AI Chips
What’s Happening?
Former President Donald Trump has confirmed a landmark deal between the US government and leading GPU manufacturers, NVIDIA and AMD. The agreement allows these companies to export their AI chips to China but with significant restrictions. Trump claims that China will only receive less advanced versions of NVIDIA’s upcoming Blackwell AI GPUs, reportedly capping their performance to prevent misuse.
Where Is It Happening?
The deal impacts global tech industries, primarily affecting US GPU manufacturers and Chinese tech companies. The US government is implementing export controls, while China grapples with restricted access to cutting-edge AI hardware.
When Did It Take Place?
The details were announced recently, following ongoing months-long negotiations between US officials and semiconductor firms. The restrictions on advanced GPU exports to China have been in place since October 2022.
How Is It Unfolding?
– The US is allowing NVIDIA and AMD to sell their GPUs to China but with performance limitations.
– NVIDIA’s Blackwell AI GPUs destined for China will be modified to exclude certain advanced features.
– AMD has also agreed to similar restrictions under the deal.
– The agreement indicates compromise between the US’s national security concerns and the tech industry’s commercial interests.
Quick Breakdown
– **Deal confirmed by former President Trump for NVIDIA and AMD to export AI chips to China.**
– **China to receive “less powerful” Blackwell AI GPUs from NVIDIA, with AMD’s similar products also restricted.**
– **US maintains export controls focusing on national security and strategic competition.**
– **Tech firms comply to avoid heavier restrictions while balancing global market interests.**
Key Takeaways
The deal underscores the geopolitical tensions between the US and China over semiconductor technology. By allowing limited exports, the US aims to mitigate China’s access to state-of-the-art AI capabilities while still enabling some business operations for American companies. However, this move could drive China to seek alternatives, potentially fostering domestic tech development or partnerships with other global players.
The US is playing a dangerous game—limiting China’s access to AI hardware might only accelerate its push for self-sufficiency in semiconductor technology.
– Dr. Mei Lin, Tech Policy Advisor
Final Thought
**The US-China tech tensions have reached a critical juncture. While the deal allows GPU exports to China, the imposed restrictions highlight broader geopolitical rivalries. NVIDIA and AMD must navigate these challenges carefully, as their future in the Chinese market hinges on balancing compliance with innovation.**
Source & Credit: https://wccftech.com/president-trump-confirms-deal-with-nvidia-amd-on-their-share-of-china-revenue/
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