Podcasts · Patrick Boyle On Finance
15% to the Treasury: Trump’s Nvidia Export Kickback!
· 28 min · S5 E33
Episode 15% to the Treasury: Trump’s Nvidia Export Kickback!
In weeks podcast, 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 policyLegal and constitutional concerns surrounding export controlsStrategic risks of enabling China’s AI developmentComparisons to China’s rare earth leverage and Xi Jinping’s CEO controlThe broader pattern of Trump’s executive interference in private enterpriseFeaturing analysis on the H20 chip, inference bottlenecks, golden shares, and the future of American capitalism.
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Derivatives For The Trading Floor: https://amzn.to/3cjsyPF
Corporate Finance: https://amzn.to/3fn3rvC
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Transcript
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