August 12, 2025

finance  
nvidia, amd and amazon Updates

The U.S. government is set to receive 15% of Nvidia and AMD's revenue from AI chip sales to China, a deal struck to secure export licenses for chips like Nvidia's H20 and AMD's MI308. This arrangement, initiated during the Trump administration, aims to balance trade interests and national security, though some experts worry it could set a precedent for similar demands from China. Meanwhile, C3.ai's stock has taken a hit following disappointing sales figures, with projected revenue between $70.2 million and $70.4 million for the first quarter of 2026, and CEO Thomas Siebel stepping down due to health concerns. In other news, BigBear.ai reported a revenue decrease of 18% to $32.5 million for the second quarter of 2025 and anticipates revenue between $125 million and $140 million for the year, while Artificial Intelligence Technology Solutions expects to be profitable in Q2 FY 2026 due to a one-time accounting gain. Appian's stock, however, saw a jump after a strong earnings report, with cloud subscription revenue rising 21% to $106.9 million. Investors are also eyeing AI through ETFs like the Global X Robotics & Artificial Intelligence ETF (BOTZ). The AI boom continues to generate wealth, with companies like Amazon and Microsoft investing heavily in the sector.

Key Takeaways

  • Nvidia and AMD will give the U.S. government 15% of their AI chip sales revenue in China to obtain export licenses for chips like Nvidia's H20 and AMD's MI308.
  • The deal between Nvidia/AMD and the U.S. government was initiated during the Trump administration.
  • C3.ai's stock plunged after announcing expected revenue between $70.2 million and $70.4 million for the first quarter of 2026.
  • C3.ai CEO Thomas Siebel is stepping down due to health issues.
  • BigBear.ai's revenue decreased 18% to $32.5 million in Q2 2025, with projected annual revenue between $125 million and $140 million.
  • Artificial Intelligence Technology Solutions expects to be profitable in Q2 FY 2026, driven by a one-time accounting gain.
  • Appian's stock jumped following a strong earnings report, with cloud subscription revenue up 21% to $106.9 million.
  • Investors can access AI investments through ETFs like the Global X Robotics & Artificial Intelligence ETF (BOTZ).
  • The AI sector is rapidly creating wealth, with significant investments from companies like Amazon and Microsoft.
  • Analysts suggest investors consider SoundHound AI stock, with an average brokerage recommendation of 1.86.

US Government to get 15% cut of Nvidia and AMD's AI chip sales to China

Nvidia and AMD will give the U.S. government 15% of their earnings from selling AI chips to China. This unusual deal with the Trump administration happened after Nvidia got permission to sell its H20 AI chip to China. Nvidia CEO Jensen Huang met with President Trump and agreed to the 15% cut, making the government a partner in Nvidia's China business. AMD also has an AI chip called the MI308. Some experts worry this deal could encourage China to pressure other companies for similar arrangements.

Nvidia and AMD to pay US for China AI chip sales

Nvidia and AMD will pay the United States 15% of their earnings from selling AI chips to China. This deal with the Trump administration happened after Nvidia got permission to sell AI chips to China. Nvidia's CEO, Jensen Huang, agreed to the 15% cut after meeting with the President. AMD also sells AI chips to China. The Trump administration says it will still stop China from buying Nvidia's best chips.

Nvidia and AMD to share China chip sale money with US government

Nvidia and AMD will give the U.S. government 15% of their earnings from chip sales in China. This deal helps them get export licenses for their chips like Nvidia’s H20 and AMD’s MI308. The chipmakers agreed to this to sell to China. Nvidia says they follow U.S. rules for selling to other countries. China is checking Nvidia's chips for security risks.

US government to profit from Nvidia and AMD's AI chip sales to China

Nvidia and AMD will give the U.S. government 15% of their earnings from AI chip sales in China. This deal could help control the AI market and fund government security needs. It happened after Nvidia got permission to sell its H20 chip in China. The government will become a partner in the companies' Chinese business. Some experts worry this could pressure China to make similar deals for other technologies.

Nvidia and AMD to share China chip sales revenue with US government

Nvidia and AMD will share 15% of their earnings from AI chip sales to China with the U.S. government. This deal covers chips like Nvidia's H20. It was discussed after Nvidia CEO Jensen Huang met with officials. The Trump administration had stopped these chip exports due to security concerns. Nvidia says it follows U.S. rules for selling to other countries.

Nvidia and AMD to pay US 15% of China AI chip sales

Nvidia and AMD will pay 15% of their earnings from AI chip sales in China to the U.S. government. This deal helps them get export licenses. Nvidia will share money from its H20 AI chip sales, and AMD will share from its MI308 chip sales. This reflects President Trump's effort to get money for America in exchange for trade deals. China might not like this chip tax.

Nvidia and AMD to pay US 15% tax on China AI chip sales

Nvidia and AMD will pay 15% of their earnings from AI chip sales in China to the U.S. government to get export licenses. This deal could surprise both the companies and China. Nvidia will share money from its H20 AI chip sales. This reflects President Trump's effort to get money for America in exchange for trade deals. Some experts worry this could weaken U.S. security.

Nvidia and AMD to pay US 15% of China AI chip sales revenue

Nvidia will give 15% of its H20 AI chip sales revenue in China to the US government. AMD will also give 15% of its MI308 revenue. This deal helps them get export licenses.

US to take 15% of AI chip sales to China

Nvidia and AMD will pay the Trump administration 15% of their earnings from selling AI chips to China. President Trump had banned Nvidia and AMD from selling their H20 and MI308 chips to China. The chipmakers agreed to this deal to get export licenses. Some people are criticizing the deal because companies don't usually pay for export licenses.

Trump says Nvidia will give US 15% of H20 chip sales to China

President Trump says Nvidia will give the U.S. government 15% of its earnings from selling H20 chips to China. Nvidia CEO Jensen Huang asked for easier export rules to sell H20s in China. Trump said he wanted a 20% cut but agreed to 15%. Nvidia says it follows U.S. rules for selling to other countries. AMD will also give the U.S. government 15% of its revenue from sales to China of its MI308 chip.

Nvidia and AMD to pay US 15% of China AI chip sales revenue

Nvidia and AMD will pay the U.S. government 15% of their earnings from AI chip sales to China. This deal lets them sell AI chips in China for the first time since April. The U.S. had banned sales because of security concerns. Nvidia says it follows U.S. rules for selling to other countries. The H20 chip was made for China after the U.S. put export rules in place.

Nvidia and AMD to pay US 15% on China AI chip sales

Nvidia and AMD will pay 15% of their earnings from Chinese AI chip sales to the U.S. government. This deal helps them get export licenses. Nvidia will share money from its H20 AI chip sales, and AMD will share from its MI308 chip sales. This reflects President Trump's effort to get money for America in exchange for trade deals. China might not like this chip tax.

Nvidia and AMD shares drop on US China AI chip sales cut news

Nvidia and AMD shares dropped because they agreed to give 15% of their AI chip sales revenue in China to the U.S. government. This deal with the Trump administration helps them get export licenses. Nvidia will pay the cut on its H20 AI chip sales, and AMD will pay on its MI308 chip sales. Nvidia hopes export rules will let America compete in China.

C3.ai stock plunges 30% after poor results and CEO health issues

C3.ai's stock fell 30% because of bad sales numbers and the CEO's health problems. The company's revenue was much lower than expected. CEO Tom Siebel said he's stepping down because of an autoimmune disease. He said his health kept him from helping with sales. The company is now looking for a new CEO.

C3 AI stock drops as CEO calls sales numbers unacceptable

C3 AI stock fell after the company announced early financial results and a sales reorganization. The company expects revenue between $70.2 million and $70.4 million for the first quarter of 2026. CEO Thomas Siebel said the sales results were unacceptable. He blamed the reorganization and his health issues. Siebel is looking for a new CEO because of his health.

C3.ai stock falls due to poor results and CEO change

C3.ai's stock fell because of disappointing financial results and a leadership change. The company's revenue was lower than expected. CEO Thomas Siebel is stepping down because of health reasons. The company is looking for a new CEO. Investors are worried about the company's future.

Analysts suggest investing in SoundHound AI

Analysts are suggesting investors buy SoundHound AI stock. SoundHound AI has an average brokerage recommendation of 1.86, which is between Strong Buy and Buy. However, brokerage recommendations may not always be reliable. The Zacks Rank, a stock rating tool, has a Hold rating for SoundHound AI. The consensus estimate for the current year has remained unchanged at -$0.16.

Investors search C3.ai stock amid recent performance

C3.ai stock has been heavily searched on Zacks.com. Shares of the company have decreased -15.8% over the past month. C3.ai is expected to post a loss of $0.15 per share for the current quarter. The Zacks Rank, a stock rating tool, has a Hold rating for C3.ai. The consensus sales estimate of $104.12 million for the current quarter points to a year-over-year change of +19.4%.

BigBear.ai announces second quarter results and updates outlook

BigBear.ai announced its second quarter 2025 financial results. Revenue decreased 18% to $32.5 million. The company had a net loss of $228.6 million in the second quarter. BigBear.ai now projects revenue between $125 million and $140 million for the year. The company signed a partnership with companies in the UAE to develop AI.

BigBear.ai announces second quarter results and updates financial outlook

BigBear.ai announced its second quarter 2025 financial results. Revenue decreased 18% to $32.5 million. The company had a net loss of $228.6 million in the second quarter. BigBear.ai now projects revenue between $125 million and $140 million for the year. The company signed a partnership with companies in the UAE to develop AI.

Super Micro Computer stock falls after quarterly report

Super Micro Computer's stock fell after its recent quarterly report. The company's share price fell 21.3% last week. Sales and earnings in fiscal Q4 fell short of the market's targets. The company reported earnings per share of $0.41 on sales of $5.8 billion. For the first quarter of the company's current fiscal year, management is guiding for sales to be between $6 billion and $7 billion.

Artificial Intelligence Technology Solutions expects Q2 profit

Artificial Intelligence Technology Solutions, Inc. expects to be profitable in Q2 FY 2026. This is mainly due to a one-time accounting gain from settling debt. The company settled over $4.5 million in debt for less than 10% of what was owed. The company had a 57% revenue increase and 80% gross profit rise in Q1 FY 2026. The company is focused on growth and profitability.

Appian stock jumps after strong earnings report

Appian's stock jumped after its second-quarter earnings report. Cloud subscription revenue rose 21% to $106.9 million. Overall revenue rose 17% to $170.6 million. The company's AI platform is helping the business grow. Appian is also improving its profit margins. The company's technology helps customers quickly build apps that automate tasks.

Five ETFs to invest in AI and energy infrastructure

Investors can invest in AI and energy infrastructure using ETFs. The Global X Robotics & Artificial Intelligence ETF (BOTZ) focuses on robotics and AI companies. The WisdomTree Artificial Intelligence and Innovation Fund (WTAI) invests in companies using AI and innovation. The iShares U.S. Oil & Gas Exploration & Production ETF (IEO) invests in oil and gas exploration companies. The Global X MLP Energy Infrastructure Fund (MLPX) focuses on midstream energy infrastructure companies. The First Trust Nasdaq Clean Edge Green Energy Index Fund (QCLN) invests in clean energy companies.

Nvidia and AMD stock prices fluctuate on China AI deal news

Nvidia and AMD's stock prices changed after news that they will give the U.S. government a cut of their China AI chip sale revenue. Nvidia's stock traded sideways, while AMD's stock went up. An analyst said that allowing Nvidia and AMD to sell AI chips in China is a smart move. This is because it prevents Huawei from dominating the Chinese AI market.

AI boom creates billionaires through chips, models, and investments

Artificial intelligence is creating billionaires faster than ever. People like Jensen Huang, CEO of Nvidia, have become very wealthy. Venture capital investments in AI have increased. Companies like Amazon and Microsoft are investing billions in AI. Much of this wealth is in private equity, but could become liquid through IPOs. This rapid wealth creation raises questions about regulation and the distribution of AI benefits.

Sources

Nvidia AMD AI Chips China US Government Export Licenses Revenue Sharing H20 MI308 Trump Administration Security Concerns C3.ai Stock Performance CEO Departure Financial Results SoundHound AI Investment Recommendation BigBear.ai Financial Outlook UAE Partnership Super Micro Computer Quarterly Report Artificial Intelligence Technology Solutions Profitability Appian Earnings Report AI Platform AI ETFs Global X Robotics & Artificial Intelligence ETF (BOTZ) WisdomTree Artificial Intelligence and Innovation Fund (WTAI) Huawei AI Boom Billionaires Venture Capital Regulation