Bernstein criticizes NVIDIA and AMD for the 15% revenue-sharing agreement on chips to China, calling it a dangerous precedent, but admits that "85% is better than 0."
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Bernstein analysts expressed disapproval of the agreement requiring NVIDIA and AMD to pay 15% of their AI chip sales revenue to the U.S. government, stating that it sets a bad precedent, but also acknowledged that "getting 85% is better than 0." The analysts believe it is more reasonable to allow the two companies to sell AI chips to China, although a 15% concession is unavoidable. They questioned the purpose of the agreement, suggesting it might shift costs to customers, and pointed out that NVIDIA is developing new products for the Chinese market, which may not be affected by this agreement
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