Geopolitics and AI Chip Agreements

This chapter examines the agreement between NVIDIA and AMD to share AI chip revenue with the U.S. government, amidst mixed reactions from analysts. It discusses the challenges these companies face in the Chinese market due to geopolitical tensions and licensing requirements, highlighting their strategies to navigate these complexities. The chapter also touches on AMD's efforts to maintain relationships with U.S. officials and the broader implications of international trade dynamics on the tech industry.