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Filtering by entity: AMD | Clear Filter
Summary:An announcement that the United States will allow NVIDIA to ship H200 products to approved customers in China and other countries under national security conditions, with a 25% payment to the U.S. This policy aims to support American jobs, manufacturing, and taxpayers, contrasting with previous policies attributed to the Biden Administration that allegedly created "degraded" products. The new approach will also apply to AMD, Intel, and other American companies, protecting national security and maintaining America's lead in AI.
Sentiment:Triumphant
Key Claims:
- The United States will allow NVIDIA to ship H200 products to approved customers in China and other countries.
- Shipments will occur under conditions ensuring strong National Security.
- President Xi responded positively to this development.
- 25% of the proceeds will be paid to the United States of America.
- This policy will support American Jobs, strengthen U.S. Manufacturing, and benefit American Taxpayers.
- The Biden Administration forced companies to create "degraded" products, which slowed innovation and harmed American workers.
- The era of creating "degraded" products is concluded.
- The new policy will protect National Security, create American Jobs, and maintain America’s lead in AI.
- NVIDIA’s U.S. Customers are already using Blackwell chips and will soon use Rubin chips, which are not included in this deal.
- The Administration will always prioritize America FIRST.
- The Department of Commerce is finalizing the details.
- The same approach will be applied to AMD, Intel, and other American companies.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:7/10
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