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nvidia, amd and microsoft Updates

Nvidia and AMD will pay the U.S. government 15% of their revenue from AI chip sales to China, potentially bringing over $2 billion to the U.S. This deal, initiated by Nvidia CEO Jensen Huang with President Trump, allows them to obtain export licenses for chips like Nvidia's H20 and AMD's MI308. China is scrutinizing these chips for security risks, though Nvidia asserts they contain no backdoors. While Nvidia anticipates minimal impact on revenue, some experts are concerned about potential security implications and China potentially pressuring other companies for similar arrangements. In other AI news, Nebius Group's stock is up amid AI cloud expansion, partnering with Cloudflare and Shopify, while facing competition from Microsoft and CoreWeave. Apollo Hospitals in India plans to double its AI investment, collaborating with Microsoft for AI healthcare tools. Rapid7 launched Incident Command, an AI security platform, while Trading Technologies partnered with SIGMA AI for AI solutions. Pony AI's stock fell despite increased revenue, as it produces robotaxis with Guangzhou Auto Group and Beijing Automotive Industry Corporation, targeting 1,000 units this year. Conversely, Bigbear.ai's stock is down after a weak quarter, while Super Micro Computer's stock also dropped despite expecting strong sales. Trump Media is adding AI tools to Truth+, and Gartner's AI-focused HR Symposium/Xpo 2025 was announced. YUM! Brands is using AI via its Byte platform, and Airship AI focuses on edge AI and government contracts.

Key Takeaways

Nvidia and AMD will pay 15% of their China AI chip revenue to the U.S. government for export licenses.
The deal between Nvidia CEO Jensen Huang and President Trump could bring over $2 billion to the U.S. government.
Nvidia's H20 and AMD's MI308 chips are part of the agreement, with China checking the H20 for security risks.
Nebius Group's stock is up due to AI cloud expansion, partnering with Cloudflare and Shopify.
Apollo Hospitals in India will double its AI investment and is working with Microsoft on AI healthcare tools.
Rapid7 launched Incident Command, an AI-powered security platform.
Trading Technologies partnered with SIGMA AI for AI-driven solutions.
Pony AI is producing robotaxis with Guangzhou Auto Group and Beijing Automotive Industry Corporation, aiming for 1,000 units this year.
Trump Media is adding AI tools to its Truth+ platform.
Gartner announced its AI-focused HR Symposium/Xpo 2025.

US Government to get 15% of Nvidia, AMD China AI chip sales

Nvidia and AMD will pay the U.S. government 15% of their revenue from AI chip sales to China. This deal follows Nvidia getting permission to sell its H20 AI chip to China. Nvidia CEO Jensen Huang agreed to the deal with President Trump, making the government a partner in Nvidia's China business. The agreement could bring over $2 billion to the U.S. government, but some experts worry it could encourage China to pressure other companies for similar deals.

Nvidia, AMD to give US 15% from China AI chip sales

Nvidia and AMD will pay the U.S. government 15% of their earnings from AI chip sales to China. This deal was made with the Trump administration. Nvidia's CEO Jensen Huang met with President Trump and agreed to the 15% cut. This agreement could bring over $2 billion to the U.S. government. Some experts worry China may pressure other companies for similar deals.

Nvidia and AMD to pay US 15% of China chip revenue

Nvidia and AMD will give the U.S. government 15% of their revenue from chip sales in China. This deal is for export licenses for chips like Nvidia’s H20 and AMD’s MI308. The U.S. Commerce Department started giving licenses to Nvidia to export its H20 chips to China last week. China is checking Nvidia's chips for security risks. Nvidia says its chips do not have backdoors.

US to get revenue from Nvidia, AMD AI chip sales to China

Nvidia and AMD will give the U.S. government 15% of their revenue from AI chip sales in China. This deal helps the government control the AI market. Nvidia got permission to sell its H20 chip in China, and AMD sells the MI308 chip. This deal could bring the U.S. government over $2 billion. China is worried about security risks in the H20 chip.

Nvidia, AMD to share China chip sales revenue with US government

Nvidia and AMD will share 15% of their revenue from AI chip sales to China with the U.S. government. This deal covers chips like Nvidia’s H20. Nvidia CEO Jensen Huang talked about the deal with President Trump. The Trump administration had stopped chip exports because of security concerns. China is a key market for Nvidia and AMD.

Nvidia, AMD to pay US 15% on China AI chip sales

Nvidia and AMD will pay 15% of their revenue from AI chip sales in China to the U.S. government. This deal helps them get export licenses. Nvidia will share revenue from its H20 AI chip, and AMD will share from its MI308 chip. Some experts worry this could hurt U.S. security. China is concerned about security issues with the H20 chip.

Nvidia, AMD to pay US 15% tax on China AI chip sales

Nvidia and AMD will pay 15% of their revenue from AI chip sales in China to the U.S. government to get export licenses. Nvidia will share revenue from its H20 AI chip. This deal may surprise both U.S. companies and China. Some experts worry this could weaken U.S. security.

US to get 15% of AI chip sales to China from Nvidia, AMD

Nvidia and AMD will pay the Trump administration 15% of their revenue from selling AI chips to China. President Trump had banned Nvidia and AMD from selling their H20 and MI308 chips to China. The chipmakers agreed to the deal to get export licenses. Some people worry the chip will help China's AI and military.

Trump says Nvidia will give US 15% of China chip sales

President Trump said Nvidia will pay the U.S. government 15% of its H20 chip sales in China. Nvidia CEO Jensen Huang asked for export rules to be eased so Nvidia could sell H20s in China. Trump said he originally wanted a 20% cut. Nvidia said it follows U.S. government rules.

Nvidia, AMD to pay US 15% of China AI chip sales revenue

Nvidia and AMD will pay the U.S. government 15% of their revenue from AI chip sales to China. This deal lets them sell AI chips in China for the first time since April. The U.S. had banned sales because of security concerns. Nvidia's CEO Jensen Huang met with President Trump to discuss the deal.

Nvidia, AMD to pay US 15% on China AI chip sales

Nvidia and AMD will pay 15% of their revenue from Chinese AI chip sales to the U.S. government to get export licenses. Nvidia will share revenue from its H20 AI chip sales in China. AMD will share revenue from its MI308 chip sales. China is not happy about the chip tax.

Nvidia to pay US 15% of China AI chip sales how it impacts revenue

Nvidia and AMD will give the U.S. government 15% of their revenue from AI chips designed for China. This is in exchange for getting export licenses. This deal will only slightly affect Nvidia's revenue growth and profits. Nvidia designed the H20 AI chip for the Chinese market.

Nvidia and AMD shares drop on US 15% China AI chip cut

Nvidia and AMD shares fell because they will pay 15% of AI chip sales revenue to China to the U.S. government. Nvidia will pay the cut on revenue from its H20 AI chips. AMD will also pay a cut on sales of its MI308 chip. The U.S. government could earn billions from this deal.

Gartner's AI workforce plan shines as trading volume ranks 217th

Gartner's stock fell slightly as its AI-focused HR Symposium/Xpo 2025 was announced. The conference will focus on AI-driven workforce changes. Keynote speakers will talk about how AI is changing job roles. The event will also have a showcase for networking and checking out new technology.

YUM! Brands down slightly, AI and KFC strategy beat market

YUM! Brands' stock dropped slightly. The company is using AI to improve operations through its Byte platform. KFC is bringing back popular menu items to boost sales. A trading strategy focused on high-volume stocks has done well since 2022.

Nebius stock jumps amid AI cloud expansion

Nebius Group's stock rose due to high demand for its AI cloud platform. The company's revenue increased significantly. Nebius is expanding its GPU-ready power and has partnerships with Cloudflare and Shopify. The company faces competition from Microsoft and CoreWeave.

Can Rapid7's AI security platform help amid leadership change

Rapid7 launched a new AI-powered security platform called Incident Command. The company also announced that its CFO Tim Adams will retire. Rapid7 is trying to use AI to win bigger deals. The company's revenue is expected to increase in the coming years.

Trump Media adds AI tools, streaming content to Truth+

Trump Media & Technology Group is adding content and AI tools to its Truth+ platform. They added British broadcaster GB News and content from Great American Media. They also started testing Truth Search AI on Truth Social. The company hopes to attract more users with these changes.

Why Super Micro Computer stock dropped last week

Super Micro Computer's stock price fell after its latest quarterly report. The company's sales and earnings were lower than expected. However, the company expects strong sales in the current fiscal year. There are questions about whether the company can improve its profit margins.

Trading Technologies partners with SIGMA AI for AI solutions

Trading Technologies International (TT) invested in SIGMA AI, a fintech company specializing in real-time data and AI. SIGMA AI is developing an AI hub for TT. The partnership will bring AI-driven solutions to TT's clients. SIGMA AI uses a system that checks the accuracy of AI-generated content.

Airship AI: Is it a good investment in edge AI and security

Airship AI focuses on government contracts and edge AI, which could lead to growth. However, there are concerns about revenue delays and cash burn. The company expects revenue growth and positive cash flow. The company's stock is rated as a cautious hold.

Apollo Hospitals in India to invest more in AI

Apollo Hospitals in India plans to double its investment in AI over the next few years. They already use AI in diagnosis and other medical procedures. Apollo is working with Microsoft to develop AI-based tools for healthcare. The company's profit increased due to higher patient volume.

Why Pony AI stock dropped today

Pony AI's stock price fell after its second-quarter earnings were released. The company's revenue increased significantly. Pony AI is producing robotaxis with Guangzhou Auto Group and Beijing Automotive Industry Corporation. The manufacturers are on track to produce 1,000 robotaxis by the end of the year.

Should you sell Bigbear.ai stock at $5

Bigbear.ai's stock price dropped after a disappointing quarter. The company's sales decreased, and its net loss widened. The company also lowered its revenue forecast. The stock is considered unattractive due to its high valuation and weak performance.