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AMD projects strong Q3 growth with AI, gaming, and client demand despite export curbs hitting margins and Q2 results.
Nvidia said in July that its products have no "backdoors" that would allow remote access or control after China raised concerns over potential security risks in the firm's H20 artificial intelligence ...
Nvidia and AMD agreed to pay 15% of AI chip revenue from China to US government. AMD, with 24% China exposure, may suffer ...
WASHINGTON/PALO ALTO, California -- U.S. President Donald Trump's deal with chipmakers to allow exports to China in exchange for a cut of revenue looks set to boost Washington's coffers, but the ...
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 ...