Marketplace All-in-One Bytes: Week in Review — Nvidia and AMD's new chip deal with President Trump
Aug 15, 2025
This week, the spotlight is on President Trump's deal allowing Nvidia and AMD to market less powerful chips in China, sparking legal debates and backlash from local firms. Meanwhile, Perplexity AI has made headlines with a staggering $34.5 billion offer for Google's Chrome, despite it not being for sale. The tech scene is buzzing over mixed reviews of OpenAI's GPT-5, raising questions about its advancements compared to GPT-4. Dive into the surprising twists in the AI landscape and the complexities of U.S.-China trade relations!
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Questionable Quid Pro Quo On Chips
- The Trump administration's deal requires NVIDIA and AMD to give 15% of China sales to the U.S. government as a quid pro quo.
- Experts warn this could be unconstitutional and complicate export-control goals.
China Pushback Raises Stakes
- Chinese regulators are retaliating by pressuring local firms to stop buying NVIDIA chips over privacy concerns.
- The move escalates an ongoing U.S.-China semiconductor conflict and adds uncertainty for companies.
Balance Revenue And Legal Risk
- Companies may challenge the deal but legal fights take years to resolve, so evaluate near-term revenue vs. long-term risk.
- Consider short-term cooperation while preparing legal and policy defenses if you are an affected firm.