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In this deep dive, we unpack Donald Trump’s controversial deal with Nvidia and AMD — a 15% revenue-sharing arrangement that allows U.S. AI chips to be exported to China. Is this a clever geopolitical strategy or a dangerous precedent that monetizes national security?
We explore:
How the deal was brokered and what it means for U.S. trade policy
Legal and constitutional concerns surrounding export controls
Strategic risks of enabling China’s AI development
Comparisons to China’s rare earth leverage and Xi Jinping’s CEO control
The broader pattern of Trump’s executive interference in private enterprise
Featuring analysis on the H20 chip, inference bottlenecks, golden shares, and the future of American capitalism.
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