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The Latest Breaking News from China

Trump sparks concern after suggesting he might allow sales of Nvidia’s advanced AI chips in China

President says he could make deal for Nvidia to sell downgraded version of Blackwell chip in China but expert warns that could help Beijing compete in AI

The Guardian - AU

Trump Signs Executive Order Extending Heightened Tariff Suspension On China For 90 Days — Says Getting Along With Beijing 'Very Well'

President Donald Trump signed an executive order on Monday, extending the suspension of heightened tariffs on China for another 90 days, keeping the current 10% reciprocal tariff in place until Nov. 10, 2025.

Benzinga

Trump Open To Scaled-Down Nvidia Blackwell AI Chip For China: Jensen Huang Is 'Coming To See Me Again About That'

U.S. President Donald Trump has expressed openness to Nvidia Corporation's (NASDAQ:NVDA) proposal to sell a downgraded version of its next-generation Blackwell AI chip to China, with performance reductions of up to 50%, despite concerns over national security.

Benzinga

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In 15 years of interviewing AAA game developers, I think this is the first time one's straight up told me 'Many people make games for money, but we make money for games'

Well, there it is.

PC Gamer

Trump delays China tariffs at the last minute and announces 90 day truce

President Donald Trump has once again delayed a showdown between the world’s two biggest economies

The Independent UK

“American National Security Principles Are Negotiable for the Right Fee” — Why NVIDIA and AMD Agreed to Pay the US Government 15% of China AI Chip Revenue

Just a couple of weeks after the US government rescinded the ban on NVIDIA's H20 AI chip sales to China, it was announced that both NVIDIA and AMD will hand over 15% of their revenue from specific AI GPUs in order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

Windows Central

Niu Stock Slides As China E-Scooter Boom Fails To Offset Weak Overseas Sales, Mixed Q3 Outlook

Chinese electric scooter company Niu Technologies – ADR (NASDAQ:NIU) stock initially dropped on Monday after it reported its second-quarter results.

Benzinga

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US to extend China tariff pause another 90 days

US President Donald Trump signed an extension just before midnight in Beijing, when the pause was to expire.

Al Jazeera

Trump may allow Nvidia to ship hobbled current-gen Blackwell AI GPUs to China — U.S. gov't would get 15% of related revenue, China firms would get access to far faster GPUs

Trump signaled he may allow Nvidia to sell heavily downgraded Blackwell AI processors to China in exchange for 15% of related sales revenue to the U.S. government, a move that could give Chinese firms far faster hardware than current H20-based offerings.

Tom’s Hardware

US President Donald Trump extends pause on China tariffs for another 90 days

Trump has extended his tariff pause on China for another 90-days just hours before the last trade truce was set to expire.

Euronews

AMD and Nvidia to Divert 15% of China Chip Sales to US – What It Means for Market Share and the Global Chip Industry

The agreement—covering Nvidia's H20 and AMD's MI308 AI chips—is a precondition for obtaining export licenses, according to multiple officials.

International Business Times UK

Trump Says Dealing 'Nicely' With China As Tariff Deadline Looms

President Donald Trump said Monday that the United States has been "dealing very nicely with China" -- while Beijing said it was seeking positive outcomes -- hours before a tariff truce between both countries was due to expire.

International Business Times

Nvidia Nears 52-Week High As AI Frenzy, China Chip Export Deal Drive Momentum

Nvidia Corp. (NASDAQ:NVDA) traded Monday just shy of its 52-week high of $183.88, driven by ongoing artificial intelligence optimism and a major resolution in its China chip export dispute.

Benzinga

Trump Says Nvidia To Give US Cut Of China Chip Sales

President Donald Trump on Monday confirmed reports that semiconductor giant Nvidia would pay the United States 15 percent of its revenues from sales of certain artificial intelligence chips to China.

International Business Times

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Barchart

How Should You Play NVDA Stock as Nvidia Agrees to China Chip Revenue Deal?

The U.S. government agreed to issue export licenses in exchange for 15% of Nvidia’s H20 sales to China. Wells Fargo says NVDA shares could rally to $220 on the back of this deal.

The Independent UK

Chip makers Nvidia and AMD agree to pay 15 percent of Chinese revenue to America in deal to make Trump happy

Tech giants Nvidia and AMD agree to highly unusual terms as part of requirements to help them obtain export licenses for China

Reason

U.S. Revenue Grab on Chip Exports Raises Legal, Economic Alarms

The Trump administration will allow Nvidia and AMD to sell chips in the Chinese market—in exchange for 15 percent of their revenue.

Benzinga

3 Auto Stocks To Consider As Tariff Troubles Play Out

Ongoing tariff battles have taken a toll on the auto industry’s mainstays, with losses reaching $11.7 billion through the first half of 2025, according to industry figures.

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The Guardian - US

Trump announces another 90-day pause on China tariffs

President signs executive order extending deadline for higher tariffs hours before agreement was due to expire

Benzinga

AMD Stock Rallies After US Clears China AI Chip Sales With 15% Cut To Washington

Advanced Micro Devices (NASDAQ:AMD) shares climbed Monday after the chipmaker agreed to pay 15% of its China AI chip sales revenue to the U.S. government in exchange for export licenses for its MI308 processors.

Barchart

Stocks Turn Mixed Ahead of This Week's Key Inflation Reports

The S&P 500 Index ($SPX ) (SPY ) today is down -0.06%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.08%. September E-mini S&P futures (ESU25 ) are down -0.05%, and September E-mini Nasdaq futures...

Motor1

Ford Is Building a $30,000, Mid-Size Electric Pickup Truck

Jim Farley and Ford’s answer to the “existential threat” that China poses to the Western automakers is here. Almost. The Blue Oval revealed today its “Model T” moment, and it’s more than just a car, or even a range of cars. Ford is introducing its new “Universal EV Platform” alongside…

Barchart

Stocks Supported by Fed Rate Cut Speculation and Strength in Chip Makers

The S&P 500 Index ($SPX ) (SPY ) today is up +0.06%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.04%. September E-mini S&P futures (ESU25 ) are up +0.04%, and September E-mini Nasdaq futures...

Tom’s Hardware

Nvidia and AMD reportedly sharing 15% of their China GPU revenue in exchange for export licenses — 'unprecedented' export revenue sharing deal may have been struck

Nvidia and AMD have reportedly agreed to pay the U.S. government 15% of China-sourced revenues to unlock export licenses for previously restricted chips.

Barchart

Options Traders Price in Volatile Nvidia Earnings Reaction After U.S. Government Deal on AI Chips

NVDA and AMD are in focus this morning after an unusual revenue-sharing deal with the U.S. government on AI chip sales to China.

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