CNBC's "Fast Money" Chip Giant’s China Deal… And A Software Slump 8/11/25
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Aug 11, 2025 Exciting developments in the semiconductor market as Nvidia and AMD plan to share revenue with the U.S. government. This deal has major implications for national security and trade with China. Meanwhile, the software sector grapples with AI's impact, with major companies like Salesforce seeing declines. Investors are optimistic about lesser-known firms. Additionally, Ford's hefty investment in EV production faces tough competition. The cannabis industry is buzzing with potential policy changes, bringing a mix of optimism and caution.
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Chipmakers Pay For China Access
- NVIDIA and AMD agreed to pay 15% of revenues on certain chips sold to China to obtain U.S. export licenses.
- The arrangement ties national-security export control to direct revenue-sharing, creating a new transactional precedent.
Intel CEO Meets With President After Criticism
- Eamon Jabbers reported President Trump summoned Intel CEO Pat Gelsinger after public calls for his resignation over China ties.
- The meeting produced a positive social post and suggested a shift in the administration's stance toward Intel.
Deal Gives Beijing Negotiating Leverage
- DeWordrick McNeil says the payment deal confirms a transactional U.S. approach and hands China negotiating leverage.
- Beijing can press advantages while it races to close gaps in its own high-end chip development.