Nvidia and AMD are making headlines with their new agreement to contribute 15% of their semiconductor sales revenue from China to the US government. This step is aimed at securing export licenses for their products in one of the world's largest markets. Nvidia stated that this move adheres to US government rules while expressing optimism about resuming sales in China. The companies are particularly focused on their H20 and MI308 chip sales, navigating a complex landscape of trade regulations as tensions between the US and China seemingly ease. With recent diplomatic talks and a temporary truce on tariffs, both firms are keen to restore their market presence in China and adapt to shifting policies regarding technology exports.

Recent discussions have shown notable progress in managing trade restrictions, including a potential pause on tariffs between the two economic giants. Both companies continue to play a crucial role in the semiconductor industry amid evolving international relations.

Nvidia's CEO Jensen Huang has been actively engaging with US officials to facilitate these trade changes, indicating the importance of the Chinese market for American tech companies moving forward.