Competitive race

NVIDIA and AMD agree to share China-chip revenue with US government

NVIDIA and AMD agreed to give the US government 15 percent of revenue from specified AI-chip sales to China in exchange for export licenses.

CURRENT ASSESSMENT · REVISION 1
TOWARD DOOM52confidence 90/100

Why it moved the index

The arrangement reopened consequential accelerator access while monetizing rather than maintaining a compute restriction, increasing competitive training capacity.

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AUDIT TRAIL

Assessment history

  1. R1
    Toward 52 · confidence 90

    New August 2025 compute-control development with exact reporting time and no durable collision.

    12 Aug 2026