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The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...
Facebook's $725M settlement payouts, a U.S. revenue-sharing deal with Nvidia and AMD, Intel stake talks, an AI ...
Tight supply enables Nvidia to pass much of the 15% dent to customers, keeping margin erosion to a minimum while keeping China in its customer base. Nevertheless, the risks remain, especially if ...