The Deal Nobody Saw ComingTechnicals:<ul><li>Nvidia & AMD agree to give 15% of AI chip export revenue to the U.S. government.</li><li>The chips in question: Nvidia’s H20 and AMD’s MI308 — high-end AI processors restricted under earlier security rules.</li><li>Deal follows a closed-door White House meeting between Jensen Huang and President Trump.</li></ul>

The Deal Nobody Saw Coming Technicals:Nvidia & AMD agree to give 15% of AI chip export revenue to the U.S. government.The chips in question: Nvidia’s H20 and AMD’s MI308 — high-end AI processors restricted under earlier security rules.Deal follows a closed-door White House meeting between Jensen Huang and President Trump.

The Deal Nobody Saw ComingTechnicals:<ul><li>Nvidia &amp; AMD agree to give 15% of AI chip export revenue to the U.S. government.</li><li>The chips in question: Nvidia’s H20 and AMD’s MI308 — high-end AI processors restricted under earlier security rules.</li><li>Deal follows a closed-door White House meeting between Jensen Huang and President Trump.</li></ul>

EPISODE 1 — The 15% Payoff: Chips, China, and Cold War 2.0

This podcast was supposed to be funny, but I recognize that my humor only comes when I’m talking about serious issues.

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EPISODE 1 — The 15% Payoff: Chips, China, and Cold War 2.0

EPISODE 1 — The 15% Payoff: Chips, China, and Cold War 2.0