Nvidia’s rock-and-a-hard-place position on selling artificial-intelligence chips to China might have just worsened, as Beijing has reportedly told companies not to buy the chips. Notifications have been sent to several companies discouraging them from using the H20 processors,

The arrangement crafted by the Trump administration is “unusual,” analysts told CNBC, but underscores the president's transactional nature.

I called some CEOs yesterday to get their thoughts on Nvidia and AMD’s deal to give the U.S. government a 15% cut of AI chip sales to China to secure export licenses. Most were surprisingly sanguine about the unusual arrangement.