NVIDIA and AMD to pay 15% of China chip sale revenue
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Facebook's $725M settlement payouts, a U.S. revenue-sharing deal with Nvidia and AMD, Intel stake talks, an AI chatbot-related death, and AMD's stance against Silicon Valley's talent war dominated this weekend's tech headlines.
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 Beijing discourages approved chip purchases, undercutting demand.