Nvidia And AMD Agree To Repay Part Of The Revenue From AI Chips Sold To China, In Unprecedented Measure Linked To National Security And Trade
Chip makers Nvidia and AMD have agreed to pay 15% of the revenue obtained from the sale of artificial intelligence chips sold to China to the U.S. government. The measure was announced yesterday by U.S. media outlets and is deemed unprecedented. According to the New York Times, this charge could generate up to US$ 2 billion (R$ 10.8 billion) for the government coffers.
The agreement involves the H20 models from Nvidia and MI308 from AMD. These chips are used for training artificial intelligence models, data processing, and military applications.
So far, no American company had agreed to repay part of its revenue to obtain export licenses.
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National Security And Trade Restrictions
Sales to China were about to be limited due to national security concerns. Last week, a 100% tariff on several semiconductor imports came into effect.
The rule allows exceptions for companies that announce significant investments in American territory.
Expert Geoff Gertz from the Center for New American Security questioned the logic of the measure. “Either the sale of H20 chips to China is a risk to national security and, in that case, we shouldn’t be doing this, or it’s not a risk to national security and, in that case, why are we applying this extra penalty to the sale?” he stated.
Political Pressure Influenced Decision
President Donald Trump has pressured major tech companies to increase investments in the U.S.
Last week, Apple announced a US$ 100 billion investment in the country. The president wanted iPhone production to be nationalized, but the company stated that only parts of the devices would be manufactured locally.
Trump also called for the resignation of Intel’s CEO, citing ties to Chinese companies. This tougher stance reinforces the policy of strengthening the tech industry and protecting jobs within the country.
Reactions And Official Silence From China
When approached by the international press, Nvidia stated that it adheres to the rules established by the U.S. government. AMD did not respond to requests for comment.
China has not yet commented on the new agreement. In previous instances, however, it accused the United States of using technological and trade issues to “maliciously contain and suppress” the country.
With information from Tilt.uol.

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