Tech, Trade, and Tariffs: Nvidia, AMD, and the US-China Chip Deal Debate

In this Market Mondays clip, hosts Rashad Bilal, Troy Millings, and Ian Dunlap break down the latest developments surrounding Nvidia, AMD, and the impact of Donald Trump’s strategy to allow U.S. chip sales to China—with a unique twist: a potential 15% revenue cut to the U.S. government. The trio explores what this means for American companies dominating the semiconductor space, how business-first policy maneuvers could shape the future, and the ripple effects on tech giants like Dell, Oracle, and Micron.

Ian and Troy discuss whether Trump’s negotiation style and dealmaking could benefit or hinder companies like Nvidia and AMD, while Rashad dives into the strategic moves NVIDIA and the government are making to ensure industry dominance without losing out to international competitors. The conversation also weighs in on net margins, supply chain risk, and the delicate balance American companies face when tapping into the Chinese market under new restrictions.

Key points explored in this clip:

• Trump’s “deal-making” approach to global tech and resource access
• How U.S. chipmakers like Nvidia and AMD stand to gain or lose from a 15% sales fee to the government
• The role of American tech companies like Dell, Oracle, and Micron in the race for semiconductor leadership
• The impact on net margins for AMD vs. Nvidia and implications for future growth and stability
• The pressures and strategies required for American firms to maintain market dominance amid trade restrictions

Whether you’re an investor, a tech enthusiast, or just curious about the future of American business and policy, this discussion delivers deep insights straight from the Market Mondays team. Make sure to check out the full conversation for a nuanced look at the intersection of politics, tech, and market opportunities!

*Watch now and stay ahead of the market curve with Market Mondays.*

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