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The Government Takeover Of The Chip Business

The U.S. government is poised to take a 10% stake in Intel, signaling renewed intervention in key commercial enterprises.

Nvidia, AMD to pay U.S. government 15% of China AI chip sales in an unusual export agreement

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...
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US Government Deals With NVIDIA and AMD Raise Constitutional Questions

The U.S. government’s recent agreements with tech giants NVIDIA and AMD have sparked constitutional concerns, according to ...

Here's Why Nvidia Outperforms Out to 2028

AMD and Intel are winning share at the margins but can't break Nvidia's CUDA ecosystem and supply chain advantages by 2028.

The government may take a stake in Intel. But it’s not about making money, Bessent suggests

Treasury Secretary Scott Bessent hinted Tuesday the US government may be considering taking a stake in struggling chipmaker Intel, coming after multiple media outlets have reported that discussions ...

Nvidia and AMD strike major revenue-sharing deal with US government over China chip sales

Revenue-sharing deal between Nvidia, AMD and U.S. government covers AI chip sales to China, a key market worth billions for ...

Prediction: Nvidia's New China Deal Will Be a Game-Changer. Here's Why

Outside of the U.S., China remains one of the most important markets fueling demand for high-performance chipsets, ...