EPISODE 1 — The 15% Payoff: Chips, China, and Cold War 2.0
- Author
- Ryan Fair
- Published
- Tue 12 Aug 2025
- Episode Link
- https://podcasters.spotify.com/pod/show/fairsoldier/episodes/EPISODE-1--The-15-Payoff-Chips--China--and-Cold-War-2-0-e36o88l
The Deal Nobody Saw Coming
Technicals:
Nvidia & AMD agree to give 15% of AI chip export revenue to the U.S. government.
The chips in question: Nvidia’s H20 and AMD’s MI308 — high-end AI processors restricted under earlier security rules.
Deal follows a closed-door White House meeting between Jensen Huang and President Trump.
