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Nvidia and AMD to Give U.S. 15% Cut of China AI Chip Sales (WSJ. 20250811)
Nvidia and Advanced Micro Devices say they will give the Trump administration 15% of the sales from their artificial intelligence chips to China as part of deals to secure export licenses. The Commerce Department began issuing licenses for Nvidia to send its H20 chip to China on Friday, following through on a July promise, and over the weekend, the agency started moving licenses for AMD's leading chip, according to people familiar with the matter. Details of the arrangements and the financial structures are still being worked out. We are exclusively reporting that among the candidates the Trump administration is interviewing to head the Bureau of Labor Statistics is at least one long-time critic of the agency. According to a senior administration official, EJ Antoni is among the candidates; the chief economist at the conservative Heritage Foundation who has long criticized the agency's approach to collecting jobs data. The previous BLS commissioner was fired earlier this month following the release of a weak jobs report, which Trump claimed had been manipulated for political purposes without providing evidence. And American companies are repurchasing their shares at a record pace this year. US companies have announced more than $980 billion worth of stock buybacks in 2025, the best start to a year on record. That's according to data from Birinyi Associates. The biggest repurchases include tech giants Apple and Google parent Alphabet. Big banks such as JPMorgan Chase, Bank of America and Morgan Stanley are also leading the charge.
엔비디아와 AMD가 중국에 수출되는 AI 반도체 매출의 15%를 트럼프 정부에 지급하기로 합의함. 수출 허가권을 확보하기 위한 합의의 일환임. 미 상무부는 지난 7월에 약속한대로 엔비디아에 H20 반도체를 중국에 수출하기 위한 허가를 발급하기 시작했다고 발표함. 또한 주말에 AMD에 대한 허가 발급도 시작함. 상세내용은 진행 중임. 한편, 노동통계국(BLS) 대표 후보애 오랫동안 통계국을 비판한 사람이 포함되어 있다고 함. 보수성향 Heritage Foundation의 수석 경제학자로 일자리 데이터 취합 방법에 오랫동안 문제를 제기해왔음. 이번 달 초에 BLS 대표가 일자리 둔화 보고서 발표 후 해임됐음. 트럼프는 정치적 목적으로 보고서가 조작되었다고 주장했으며 근거는 제시하지 않음. 한편, 미국 기업이 올해 역대치로 자사주를 매입할 계획임. 올해 자사주 매입 규모는 9,800억 달러임. 특히 애플과 구글의 모회사 알파벳이 대규모로 매입할 예정임. JPMorgan Chase, Bank of America, Morgan Stanley도 포함되어 있음