US weighs investment pledges as condition for Nvidia and AMD AI-chip sales

TL;DR Summary
The US commerce department is proposing a rule to tie exports of Nvidia and AMD AI data-center chips to foreign buyers’ pledges to invest in US AI infrastructure, using a tiered licensing system based on chip computing power. The approach echoes earlier Middle East deals and would not affect China. Nvidia’s Jensen Huang reportedly agreed that 25% of revenues from H200 exports would go to the US government as a licensing condition, and the rule remains under inter‑agency review.
- US considers tying Nvidia and AMD AI chip exports to foreign investment pledges Financial Times
- US Considers Requiring Permits for Nvidia, AMD Global AI Chip Sales Bloomberg.com
- US mulls new rules for AI chip exports, including requiring US investments by foreign firms Reuters
- Draft AI chip regulations clash with the White House Axios
- Nvidia sinks on report of global AI chip export rules Investing.com
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