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Nvidia, AMD Deal Sets Bad Precedent: Bernstein’s Rasgon

Bernstein Senior Analyst Stacy Rasgon says the US government’s plans to charge Nvidia and AMD 15% of the revenues from AI chip sales to China sets a bad precedent. He speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Bernstein Senior Analyst Stacy Rasgon says the US government’s plans to charge Nvidia and AMD 15% of the revenues from AI chip sales to China sets a bad precedent. He speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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8 Comments

  1. @Viralgaming8848

    August 11, 2025 at 2:20 pm

    …….

  2. @AnythingLinux

    August 11, 2025 at 2:30 pm

    Hire Linux Related Support from us!

  3. @user-ty2uz4gb7v

    August 11, 2025 at 4:09 pm

    I think it’s called being unconstitutional.
    United States Constitution, Article I, Section 9, Clause 5:
    “No Tax or Duty shall be laid on Articles exported from any State”

  4. @dankaralunas2594

    August 11, 2025 at 4:15 pm

    The USA needed some time engineer the chips, to let us control anything that uses the new chips. For world dominance. In a year, those chips will be other countries governments, militaries, banking. We just did what China was trying to pull off.

  5. @AyoHues

    August 11, 2025 at 4:51 pm

    The methods, as well as the morals, of the Mob. This kind of gangster capitalism is akin to the worst shakedown moves practiced by autocrats and dictators in banana republics and Soviet states. Ultimately these distortions are bad for businesses and bad for the economies where this happens. Luckily the tech sector is run by smart people and they’ll figure out the work arounds. As Tim Cook demonstrated last week, shiny baubles seem to do the trick.

  6. @gvd-l3o

    August 11, 2025 at 5:33 pm

    I think its called EXTORTION.
    MAFIA PEDO PRESIDENT, now release the OG Epstein files.

  7. @GoldenDra

    August 11, 2025 at 5:51 pm

    😂😂 Too Corrupt Loser trump. 😅😅

  8. @fredlee4250

    August 11, 2025 at 6:38 pm

    China will copy and make better AI chips than NVDIA in few years.

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