Trump said on Monday that he might allow Nvidia to sell a more advanced artificial intelligence chip in China based on the chipmaker’s latest and most advanced Blackwell platform. The performance of H20 chips sold to China is restricted compared with those more advanced processors sold to customers in the US.

State media is blasting the US firm's chip security just weeks after CEO Jensen Huang's rockstar welcome to the country. Washington's plan to pocket 15% of Nvidia's China sales will rankle Beijing even more.

Nvidia and AMD are expected to pay the US government 15% of their China chip sales revenues.

Just a couple of weeks after the US government rescinded the ban on NVIDIA's H20 AI chip sales to China, it was announced that both NVIDIA and AMD will hand over 15% of their revenue from specific AI GPUs in order to receive export licenses.

Every Friday, we recap highlights of the news from China. This week, we look at why a tariff settlement matters to both China and the US, a semiconductor deal that drew criticism, and possible direct flight resumption.

Harsh Kumar, Piper Sandler senior research analyst, joins 'The Exchange' to discuss if policy changes for Nvidia mean a lot for the company, how much of a moat Nvidia has overall and much more.

It has rebounded in epic fashion from lows experienced earlier this year, but can the company keep up this momentum?

Nvidia’s rock-and-a-hard-place position on selling artificial-intelligence chips to China might have just worsened, as Beijing has reportedly told companies not to buy the chips. Notifications have been sent to several companies discouraging them from using the H20 processors,