WHAT’S AT STAKE TODAY ⚡

• Nvidia, AMD may sell high-end AI chips to China if they pay US a cut 💰
• Sam Altman addresses 'bumpy' GPT-5 rollout, bringing 4o back, and the 'chart crime' 📈
• The computer science dream has become a nightmare 💻
• Nvidia unveils new Cosmos world models, infra for robotics and physical uses 🌌
• Seoul-based Datumo raises $15.5M to take on Scale AI, backed by Salesforce 💵
• Figma CEO says AI is blurring the lines between product design, development and research 🎨
• Adobe Stock Downgraded As AI Is 'Eating Software' 📉
• Elon Musk accuses Apple of antitrust over App Store AI rankings, threatens to sue for 'playing politics' ⚖️

Nvidia and AMD pay 15% revenue share for China AI chip sales licenses.

Nvidia, AMD may sell high-end AI chips to China if they pay US a cut

The AI chip race between the U.S. and China has taken an unexpected turn from national security concerns to revenue-sharing arrangements. Nvidia and AMD have reportedly agreed to pay the U.S. government 15% of their revenue from high-end AI chip sales to China in exchange for export licenses, according to a Financial Times report citing anonymous sources.

Under this arrangement, Nvidia will share revenues from its H20 AI chip sales in China, while AMD will provide a cut from MI308 chip sales. The U.S. government has begun issuing licenses allowing both companies to sell their chips in the Chinese market.

This development follows a complex timeline of policy shifts. The Trump administration initially restricted sales of high-performance AI inference chips to China in April, citing national security concerns. However, the ban was paused just months later after Nvidia committed to investing up to $500 billion in U.S. data center infrastructure.

By July, Nvidia announced it would resume sales of its H20 AI chips to China. These chips were specifically designed for the Chinese market following earlier restrictions imposed during the Biden administration, representing a strategic pivot to comply with export controls while maintaining market access.

'We follow rules the U.S. government sets for our participation in worldwide markets,' an Nvidia spokesperson stated. 'While we haven't shipped H20 to China for months, we hope export control rules will let America compete in China and worldwide.'

According to U.S. Commerce Secretary Howard Lutnick, Nvidia's policy reversal stems from broader trade discussions with China, particularly regarding rare-earth elements. These materials are crucial for manufacturing components like rechargeable batteries for electric vehicles, highlighting the interconnected nature of U.S.-China trade relationships beyond just semiconductors.

The rare-earth element connection adds another layer of complexity to the chip trade dispute. China dominates global rare-earth production, controlling approximately 80% of the world's supply of these critical materials. The U.S. relies heavily on these elements for various technologies, from renewable energy systems to defense applications, creating a strategic vulnerability that appears to influence chip export policies.

However, the administration's decision to approve H20 chip sales faces significant opposition from national security circles. Former government officials and national security experts have expressed concerns about the policy reversal, writing to Commerce Secretary Lutnick last month urging the government to reconsider its position.

Critics argue that allowing advanced AI chip sales to China, even with revenue-sharing arrangements, could potentially strengthen China's technological capabilities in artificial intelligence and machine learning. These technologies have both civilian and military applications, raising questions about whether economic benefits outweigh national security risks.

The revenue-sharing model represents a novel approach to managing technology exports to strategic competitors. Rather than implementing outright bans, the U.S. government appears to be experimenting with financial mechanisms that allow American companies to maintain market access while providing compensation to the federal government.

This arrangement could set precedents for future technology export policies, potentially extending to other sectors where national security and economic interests intersect. The 15% revenue share creates a direct financial incentive for the U.S. government while allowing companies to preserve valuable market relationships.

For Nvidia and AMD, Chinese market access remains crucial despite growing tensions. China represents one of the world's largest markets for AI chips, driven by rapid adoption of artificial intelligence across industries from manufacturing to finance. Losing access to this market could significantly impact both companies' growth prospects and global competitiveness.

The evolving policy landscape reflects broader challenges in managing economic relationships with strategic competitors. As technology becomes increasingly central to national power, governments must balance economic benefits against security concerns, often resulting in complex arrangements like the current revenue-sharing model.

This development signals a potential shift toward more nuanced approaches to technology export controls, moving beyond binary allow-or-ban decisions toward more sophisticated mechanisms that attempt to serve multiple policy objectives simultaneously.

Altman explains GPT-5 issues, considers restoring GPT-4o for users.

Sam Altman addresses ‘bumpy’ GPT-5 rollout, bringing 4o back, and the ‘chart crime’

During a Reddit AMA, OpenAI CEO Sam Altman addressed complaints that GPT-5 seemed 'dumber' than GPT-4o. He explained that a malfunctioning router caused the issue, promising improvements and considering bringing back 4o for Plus subscribers. Altman also pledged to double rate limits for Plus users and acknowledged the embarrassing 'chart crime' from Thursday's presentation, where an inaccurate chart became widely mocked. He committed to ongoing fixes and listening to user feedback.

⚡ More AI Bites

1. 💻🌙 The computer science dream has become a nightmare. Coding careers hit reality check!
2. 🚀🌍 Nvidia unveils new Cosmos world models, other infra for physical applications of AI. GPU giant builds virtual universes!
3. 💰📊 Seoul-based Datumo raises $15.5M to expand LLM evaluation, challenging Scale AI. Korean startup targets model testing market!
4. 🎨🤖 Figma CEO says AI is blurring the lines between product design, development and research. Design tools get AI makeover!
5. 📈💻 Adobe stock downgraded: AI is eating software. Creative suite faces digital disruption!
6. 🍎⚖️ Elon Musk accuses Apple of antitrust over App Store AI rankings, threatens to sue for playing politics. Tech titans clash over AI app placement!

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