Between this and the DoD-MP investment & long-term off-take, we are seeing government intervention in markets unlike we've ever seen before in the US. Have to imagine this was discussed far in advance of the export licenses being approved.
Jordi Hays
Jordi Hays20 tuntia sitten
Breaking from the FT: Nvidia has agreed to share 15% of revenues from H20 chip sales in China with Uncle Sam "According to export control experts, no US company has ever agreed to pay a portion of their revenues to obtain export licences."
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