Revenue-Sharing

President Trump announced that Nvidia may ship its H200 AI chips to approved Chinese customers, with the United States receiving 25% of sales revenue. Chinese President Xi Jinping welcomed the plan. The same revenue‑sharing model will apply to AMD, Intel and other U.S. chipmakers. The policy is presented as a way to protect American jobs, sustain domestic manufacturing and generate tax income while avoiding a full export ban. Analysts see modest share gains, increased competition, and a shift toward calibrated engagement that could become a template for future high‑tech export agreements.

Nvidia and AMD have agreed to remit 15% of their AI chip sales revenue in China to the U.S. government in exchange for export licenses. The White House confirmed the arrangement, initiated by the Trump administration, aims to reduce U.S. national debt, which exceeds $37 trillion. Nvidia’s H20 chip is currently the primary product affected. The Treasury Secretary sees this as mutually beneficial, allowing Nvidia to maintain its Chinese market presence while benefiting American taxpayers. This agreement may extend to other companies and sectors in the future.