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  Nvidia and AMD have made a special deal with the U.S. government. They will pay 15% of their AI chip sales revenue to China. In return, they get export licenses. This deal opens the Chinese market again for Nvidia’s H20 and AMD’s MI308 chips. Someone stopped these sales before because of national security rules. Key Points (Expanded): Revenue-Sharing Agreement: The companies will pay 15% of their AI chip revenue from China (H20 for Nvidia , MI308 for AMD) to the U.S. government for export approval. Strategic Reversal: This deal lifts earlier bans on export controls, so shipments can resume with specific licenses. Financial Impact vs. Market Access: A Bernstein analyst said that earning 85% of sales (after the cut) is better than having no access at all. Stocks React: Nvidia’s share price stayed steady. AMD saw a small recovery of about 1%. This shows that investors are accepting the change. Legal experts worry this unusual, revenue-based deal could mix export control with taxat...

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