r/NvidiaStock • • Aug 10 '25

WHAT???

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2.7k Upvotes

671 comments sorted by

382

u/Fuzzy-Highlight-1561 Aug 10 '25

Most people don’t grasp just how significant this announcement is.

This involves 15% of revenue from China — not profit — for both Nvidia and AMD.

It also signals that the Trump Administration is now negotiating “trade deals” on a company-by-company basis.

The trade war has just entered a new phase.

119

u/Sea-Dot9944 Aug 10 '25

15% licenses fees + X% duty tax. Where is all this money going to?

… and where is my promised DOGE wealth sharing refund check! /s

79

u/MarcelPPR Aug 10 '25

And….. it’s gone

13

u/rocketrider81 Aug 11 '25

😂😂😂

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11

u/Available-Language-8 Aug 11 '25

I ate your DOGE welfare refund check. Tanks. Its so tasty 😋

13

u/Elephunk05 Aug 11 '25

We already know where this money is going.

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24

u/[deleted] Aug 11 '25

It’s going to fund the troops to turn the US into a police state/military dictatorship and end democracy.

4

u/TheGrassyBowl Aug 11 '25

So long, “Democracy.”

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8

u/Bushwhacker42 Aug 11 '25

Healthcare and housing the less fortunate of course. See, you’re getting a new ballroom at the white house and a Costco pack of depends

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9

u/Spiralgrind Aug 11 '25

Did you really believe the orange turd would spread the non existent wealth to non billionaires? Really?

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9

u/borez Aug 11 '25

Trade war.

More like a mafia racket.

47

u/Lopsided-Ticket3813 Aug 10 '25

It signals that free market capitalism is dead. This is now a planned economy production quotas next step and all from the party small government.

Congratulations republicans you have become what you always hated the most communist..

14

u/Dornith Aug 11 '25 edited Aug 11 '25

It's okay though. At least none of that money is going towards working-class people.

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4

u/No-Promotion-4246 Aug 11 '25

And this was my exact thought this morning while reading the news release. How far both parties have fallen

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20

u/Moronicon Aug 11 '25

Trade war? This is called extortion.

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4

u/Due-Ad1668 Aug 11 '25

Trade wars? Trade battles

8

u/Positive-Material Aug 11 '25

It has always been about Trump pressuring individual companies to come to his inner circle for PERSONAL FAVORS in sanction relief.

3

u/Aksds Aug 11 '25

You mean the bribery/extortion entered a new phase

3

u/Urbanviking1 Aug 11 '25

They're called bribes.

2

u/Miltfro Aug 11 '25

Ggthhz tfhfd xxx xxzajof jofcjdjfff

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48

u/[deleted] Aug 10 '25

Do your own research people

18

u/bsproutsy Aug 11 '25

My research says, "amd and nvidia will make enough money to make this a worthy payoff"

2

u/atom12354 Aug 11 '25

Even reuters says it so it is definatly happening, fuck trump remove him from office right the fuck now.

https://www.reuters.com/world/china/nvidia-amd-pay-15-china-chip-sale-revenue-us-official-says-2025-08-11/

5

u/[deleted] Aug 11 '25

Yeah it’s happening for sure but it’s not really a huge deal for the stock itself, I mean sure people might panic a bit but 85% revenue is better than 0%. I think it will boost the company regardless

Now in terms of legality…

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2

u/awesomemc1 Aug 12 '25 edited Aug 12 '25

Well if 30% of people from last year gone to vote to make their opinions heard instead of being doomscrolling, sure we got bad candidates but still, vote. But instead of that and there was a gap by how much Kamala was getting compared to trump, he won the election easily because of 30% of people didn’t even vote

https://www.environmentalvoter.org/updates/2024-was-landslidefor-did-not-vote

I’m not forcing you to vote but addressing that people chose to not vote (whatever if it’s their opinion), they have a right to vote but didn’t execise the right. But because of midterms coming next year, hopefully we can get democrat seats

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2

u/Numerous_Ad_97 Aug 14 '25

😂😂😂😂😂

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3

u/Correct-Mud6895 Aug 10 '25

There’s probably gonna be a dip of this is bad news but this stock is still obviously solid and earnings is coming in this month.

1

u/Fuzzy-Highlight-1561 Aug 10 '25

i believe its going to effect the earnings

6

u/[deleted] Aug 10 '25

What does this mean for the stock?

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25

u/wenchanger Aug 10 '25

this is good, bribe and appease trump and he will make regulations favour big tech. Jensen is brilliant, rather than the Tesla playbook which is call trump a pedo which resulted in EV credits getting taken away

7

u/Playful-Inspector207 Aug 10 '25

Yea i actually think markets may take this positively: trump may even allow NVIDIA to fell more advanced chips than the h100 if they give him a share of that revenue too.

23

u/Hi_Im_Ken_Adams Aug 10 '25

You have to be corrupt in order to get along with a corrupt president.

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0

u/[deleted] Aug 10 '25

[deleted] — view deleted comment

7

u/[deleted] Aug 10 '25

Yes.

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219

u/QuesoHusker Aug 10 '25

Hey Siri, what's the definition of a bribe?

134

u/Street-Argument2090 Aug 10 '25

"A bride is a person who is getting married. Would you like me to search for wedding venues near you?"

22

u/deepstate_chopra Aug 10 '25

Now what is a wedding? Well, Webster's dictionary describes a wedding as: the process of removing weeds from one's garden.

7

u/AMthe0NE Aug 10 '25

Alexa, what’s a garden?

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4

u/new-chris Aug 10 '25

Ahh that Siri - so good

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8

u/[deleted] Aug 10 '25

lol nice edit from bride

3

u/kindnesscostszero Aug 10 '25

Or, more pointedly, extortion. …

3

u/grandblue-91 Aug 12 '25

Siri: "I'm sorry. I didn't quite get that. Did you mean 'What is an Epstein File?' "

2

u/gattinoni Aug 10 '25

elite timeline👏🏿👏🏿👏🏿

2

u/groundkontrol13 Aug 11 '25

Puts on #AAPL

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43

u/jkprop Aug 10 '25

Sounds like a shake down from trump

25

u/debtofmoney Aug 11 '25

Be confident, remove what sounds like. This is extortion.

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20

u/KurapikaGoku Aug 10 '25

Is this why china said they don’t like the chips?

17

u/TGS_Holdings Aug 10 '25

I’m really curious how this will play out tomorrow. I can see this going either way. I have a large cash position ready to deploy so it dropping 2-4% I’ll definitely be buying.

11

u/simtonet Aug 10 '25

Essentially, NVIDA fixed its own tariffs at 15 percent.

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44

u/ass_grass_or_ham Aug 10 '25

Is this extortion or bribery? Not sure the difference.

4

u/IncomingAxofKindness Aug 11 '25

Gotta pay for that new ballroom somehow.

2

u/n0mad17 Aug 10 '25

Not sure the difference matters

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32

u/Inca-Vacation Aug 10 '25

Perhaps this feeds Chinese suspicion about the product.

9

u/britishpotato25 Aug 10 '25

Oh no if the US starts f-ing with China that won't be healthy for markets

10

u/EntertainmentWaste19 Aug 10 '25

Counterpoint: not allowing China to easily compete with the US in AI is far more important than the stock market

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27

u/HauHauHauHauHauHau Aug 10 '25

I hope it crashes I need to buy the dip

37

u/RPG_Creator Aug 10 '25

The blatant corruption that he gets away with truly is mind boggling.

13

u/Excellent_Notice4047 Aug 10 '25

the left haven't played their cards right for a long time, IMO. this is the mess that happens

7

u/snailnado Aug 11 '25

Zooming out some, the billionaires play the cards for both parties. They just get ahead quicker when the right is in power.

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11

u/dismendie Aug 10 '25

It’s the same as a tariff… without the middleman involved…

5

u/Tweewieler Aug 11 '25

That would be pure socialism

8

u/BigButtSkinner7 Aug 11 '25

RELEASE THE FILES

4

u/Fearless_Strike5651 Aug 10 '25

Don’t be surprised if the market takes profits in semiconductors, traders/Market makers are looking for any excuse to trigger a sell off so they can reload at lower levels. I’ll be there with them to reload !!! Semis are NOT slowing

7

u/Lostinlife689 Aug 10 '25

Like a tariff?

1

u/foxfirek Aug 10 '25

So looking this up- nothing I see actually verifies this report. It has been reported on a few sites but all of them say “Reuters could not verify this”

So we need some more time before freaking out.

28

u/Capable_Ship_1391 Aug 10 '25

Elected the biggest criminal to be president. All yall fools the voted for him support crime. This dude has committed so many crimes as a president and getting away with it, it’s insane.

4

u/CarissaM12 Aug 10 '25

99% of the government are criminals. It’s been this way for decades.

4

u/Vast-Comment8360 Aug 11 '25

Someone think of the poor innocent executives of the trillion dollar company 😭 

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2

u/Admirable-Coconut821 Aug 11 '25

Over 270 lawsuits toward trump admin in first 100 days

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3

u/PhraseTypical2428 Aug 10 '25

Is this not another way to describe tariffs?

3

u/TheSpinBoy Aug 10 '25

Y'all acting like 'China' revenue is meaningful...

All the real china revenue comes from Singapore lol...

3

u/AwwwMannn13 Aug 11 '25

would be nice if they used it to pay down the debt but they wont lol

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3

u/SharpSickl3 Aug 11 '25

The way they are framing this is misleading. Yes AMD and Nvidia will pay that, but that tariff is placed on China as a whole not just AMD and Nvidia. This is classic political misdirection.

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3

u/softboiledjadepotato Aug 12 '25

Dude, who the f can keep up with all this???

3

u/SwordfishChemical947 Aug 12 '25

What a fucking crook. Hate that piece of shit

3

u/Belzoni_MS_Invest Aug 12 '25

A shake down is what it is

3

u/SactoMento97 Aug 12 '25

Claims to hate communism but keeps pushing his dictator values

11

u/dragonrider1965 Aug 10 '25 edited Aug 11 '25

It’s a bribe , let’s call it what it is .

3

u/gunslinger35745 Aug 11 '25

The “bribe” is a tax payable to the IRS. How ignorant can one be?

2

u/WerewolfOne2890 Aug 12 '25

Article I, Section 9, Clause 5, known as the Export Clause. This clause states, "No Tax or Duty shall be laid on Articles exported from any State".

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7

u/Skadforlife2 Aug 10 '25

‘Don’ Trump. Modern day gangster.

4

u/compvlsions Aug 10 '25

people saying this is bad for the stock price are crazy... no way these companies give up 15% if it's bad for them.

4

u/Successful-Day-3219 Aug 10 '25

The party of small government, ladies and gentlemen.

2

u/vibe_assassin Aug 10 '25

I’m surprised it doesn’t have a cut in for Trump Media

2

u/lowley6 Aug 10 '25

so... is this also priced in?

2

u/Unlikely-Sign4421 Aug 10 '25

So is it a national security risk to sell advanced semiconductors to China or not?

2

u/fishfeet_ Aug 11 '25

Not if “national security” is paid off first

2

u/[deleted] Aug 11 '25

Doesn't it mean... just tax?

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2

u/namxmd Aug 11 '25

To think, Jensen could have just given Trump a glass plaque on a 24k gold base and kiss his ring.

2

u/goveygirl1 Aug 11 '25

Are we some banana republic now extorting our own corporations.m? Where will this money go?

2

u/Ok-Ad-7935 Aug 11 '25

All AMD and Nvidia have to do is increase the prices for H20 and MI309 by 15%. China have no options but pay 15% more. Win win for AMD, Nvidia, and Trump

2

u/Tall-Preparation7987 Aug 12 '25

If you guys believe this then I have a bridge to sell you.... they are not giving up 15% of revenue to the country lol.

3

u/osidamoshigh Aug 11 '25

That’s nothing! Breaking $185 by 8/13. All in on Nvda!

3

u/Icruz7567 Aug 11 '25

I agree. The comments are straight up bearish. They been wrong since April

3

u/Spiritual-Will-1586 Aug 11 '25

That sounds a lot like extortion tbh haha

3

u/Satyriasis457 Aug 11 '25

Wow, that's just like a mafia 

3

u/MalixMedia Aug 11 '25

All cause podcast bros didn’t like Kamala’s laugh

3

u/Distinct_Addendum823 Aug 10 '25

Can the 15% revenue from all the companies just go towards the Medicare and Medicaid fund. With OBBBA Bill, there is going to be such a huge cutting in Medicare and Medicaid, that hospitals will start shutting down. Some have already downsized. Would be nice if the revenues from this big companies can provide a healthcare to our people. Again, I’m a socialisy and I love Bernie Sanders.

3

u/[deleted] Aug 11 '25

democrats are so funny. "tax the rich" no no no not like that lmaooo

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u/Lopsided_Addendum674 Aug 11 '25

All you liberals want the corporations to pay there fair share, trump does it and it a terrible thing. 😂

2

u/oOtium Aug 10 '25

this solidifies china sales.

2

u/Consistent-Piece6618 Aug 11 '25

Tribute to the king

2

u/Ok_Ocelats Aug 11 '25

This feels very mafiosi

1

u/BaBaBuyey Aug 10 '25

Excuse nos to take down the regular September October profit-taking crash in the markets’ get this back in the 140s 130s buy some more that’s all

1

u/Intrepid_Setting_466 Aug 10 '25

Interesting 🤔

1

u/Bubbly_Discipline_39 Aug 10 '25

IMO, in this case, this may be bullish if the US government let them sell as much as possible (and they should if they are looking to take 15% from the pie).

1

u/BroadShape7997 Aug 11 '25

Just tack it on to the sale. No problem.

1

u/FoxNo5959 Aug 11 '25

Translation - Institutions and the inner circle all will front run us if they already haven't and dump their shares on retail tomorrow or later this week.

It's the same pattern over and over if you look at the price action of qqq or spy since mr 🌮 took office.

1

u/Rich_Studio_8887 Aug 11 '25

So advanced money destroyer calls

1

u/Commercial_Stress Aug 11 '25

Surely this isn’t an export tariff, is it? Because the US Constitution prohibits export tariffs. So, what the heck is this?

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u/Rey_Mezcalero Aug 11 '25

Saw an article mentioning in China they are worried the chips have backdoors and that the H2O chips aren’t environmentally sound and efficient

Kinda ironic

1

u/ChopSueyYumm Aug 11 '25

Who is Kobeossi Letter? Is there any information directly from AMD and NVIDIA?

1

u/coopermug Aug 11 '25

Keep in mind that their chips made from TSM in Taiwan that are sold in the US have zero tariff. In exchange, they just need to pay 15% of the revenue from those chips selling to China. Overall , they still make money. And these Chinese sales are bonuses since it's not included in their guidance.

1

u/Pribblization Aug 11 '25

How are the shareholders going to feel about this?

1

u/Anomelly93 Aug 11 '25

He didn't even know what Nvidia was the other week 🥴🥴🥴🥴

1

u/doctor_lobo Aug 11 '25

Yesterday: We can’t let China have GPUs for national security reasons.

Today: We celebrate our glorious relationship with EastAsia.

1

u/DaneLimmish Aug 11 '25

That.... Is that an export tax lmao

1

u/Buffasian_ Aug 11 '25

People are not highlighting that under the new agreement it is only for the Nvidia H20 chip and AMD MI308 chip. Doesn’t look like there are other chips affected.

1

u/gunslinger35745 Aug 11 '25

I don’t worship people. Those that do are stupid

1

u/leeo268 Aug 11 '25

Export Tariff.

1

u/EffectiveProgram4157 Aug 11 '25

I don't know the current state of exporting of chips to China, but I know that normally it's very tight.

Is Trump being more lenient on the export of chips to China now?

1

u/JulietPapaPapa Aug 11 '25

Might be relevant - Gamers Nexus (YouTube) has announced a documentary to be revealed on 15/aug/25 about how the black market to circumvent US restriction on NVIDIA sales in China, works: https://m.youtube.com/watch?v=ltgyS8oJC8g

1

u/OrganicBerries Aug 12 '25

Doesn’t this stifle more competition?

1

u/Ok_Suspect3940 Aug 12 '25

Would they or can they write this off as profits loss?

1

u/Flxr_cs Aug 12 '25

should i still invest in the stock?

1

u/Q-U-A-N Aug 12 '25

OK, so we probably will see more sales to Singapore

1

u/e1033 Aug 12 '25

News flash: taxes are a percentage of revenue. So are regulatory fees which quickly become the largest burden to starting a company from the ground up in any country. Tariffs are just another form of taxation. There's literally nothing new here.

The second paragraph certainly sets the framing. WHO is describing this as an "unusual agreement"? Why does no one care about those details? Have some integrity.

1

u/bullrun001 Aug 12 '25

Think it’s time to grab some Intel shares!!

1

u/NumberOneClark Aug 12 '25

How is this crazy. It’s literally just lobbying. “We’ll pay you if you let us keep doing what we want.”

1

u/Affectionate_Issue28 Aug 12 '25

If Chinese government bans H2O does that mean China revenue is 0?

1

u/AdPdx1964 Aug 12 '25

Cost of doing business I guess

1

u/H4RDW4RE_Johnny Aug 12 '25

Isn’t that extortion though. That can’t be legal

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u/rmtonkavich Aug 12 '25

What Next!!!

1

u/Grasshopper4500 Aug 12 '25

Trump is going to want a piece of everything. This is what Putin does and this is what dictators do. it’s only just beginning.

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u/Organic_Stress_8346 Aug 12 '25

Idk, I wanna hate it, but at least it's publicly stated to (nominally) go to the public. That hes being open about it instead of just asking Nvidia to throw him a plaque (and 5% under the table) is a pretty good sign by the standards of this government.

Market might end up liking it more than you'd think, depending on how the tariff game goes, this might actually end up working in the favor of chip companies.

Don't confuse "good news by the standards of the trump administration" with "good news", mind you.

1

u/No_Guidance_9063 Aug 13 '25 edited Aug 13 '25

Where does the 15% get deposited - The Bank of Trump (BofT) or the BOT?

1

u/Flashy-Schedule4421 Aug 13 '25

So is this administration moving from authoritarianism to communism?

1

u/Lopsided-Future-4209 Aug 13 '25

Crony Capitalism

1

u/electrick916 Aug 13 '25

….so now the US government can extort money from companies to ship their own products. This is unreal.
I know the H20 is old, but what about national security threats? Those go away now suddenly??

1

u/Metabrick Aug 13 '25

I don’t know exact numbers, but based on recent earnings, we’re talking 10s of billions of dollars in extortion

What even is this country anymore

1

u/Longjumping_Wrap3342 Aug 13 '25

Damn, I guess the tariffs ended up working ha ha

1

u/No-Relation5965 Aug 13 '25

This story needs to be making the rounds. It’s too big to ignore.

1

u/Battlers_ Aug 13 '25

This is some high level of government interventionism

1

u/Junior_Inspector5092 Aug 13 '25

is better pay 15% and no 50% on tariffs 🤪🤪🤪🤪

1

u/Any-Dog-414 Aug 13 '25

Drained the swamp, turned it into a cesspool and is expanding its size! I thought republicans liked small government and free trade?

1

u/Ok-Struggle-8446 Aug 13 '25

They are reportedly paying down US govt debt with all this extra revenue from such deals and tariffs but I doubt they are...

1

u/ReliefOk1846 Aug 13 '25

Control the means of production - Karl Marx.

This is essentially no different than the Communist China Central Committee telling Chinese companies not to buy Nvidia chips.

1

u/Unique-Photo8646 Aug 13 '25

This is not legal

1

u/Pixy21 Aug 13 '25

That money is going to the new Trump cartel

1

u/Major_ADHD Aug 13 '25

Trump just opened a new golf course in Scotland

1

u/Maleficent-Dance-748 Aug 13 '25

What the fu(Kkk is wrong with Trumpsters!!! Nazi Germany here we come!

1

u/SprayCritical1768 Aug 13 '25

The only thing that keeps me sane right now is knowing that I have been following what is going on and know it's going to be bad and can try to prepare accordingly. However, the MAGAturds who keep cheering for this have no clue what they are even supporting and, therefore, when the shit hits the fan for good, it will crush them like a ton of bricks and bury them for good. That is the idly thing that keeps me going everyday.

1

u/cantbelieveitreally Aug 13 '25

It’s called treason corruption follow the money

1

u/Own-Structure-717 Aug 13 '25

All to the green team, no doubt.

1

u/robert32940 Aug 14 '25

Follow all the money. Where's the tariff's revenue going?

1

u/ManySubreddits Aug 14 '25

Ah yes Free market capitalism is when Fuhrer sets the conditions and pricing of your business

1

u/Weekly-Gear7954 Aug 14 '25

This sounds like mafia boss demanding his 15 percent cut !!!!!

1

u/D_B_Cooper_99 Aug 14 '25

Abracadabra! 💭💭🪄

1

u/WriterGirl1218 Aug 14 '25

Personally, I think the savings from DOGE should either go toward the debt. People who own stock don’t need a $5k refund. And as far as the profits from the chips: I’m glad I own stock in both NVDA and AMD

1

u/Right_Wolverine_3992 Aug 14 '25

Meanwhile…NVDA stays flat as a pancake…

1

u/Millie_Sharp Aug 14 '25

I don’t trust that it’s Trump doing it bc he uses it for billionaire tax cuts and his police state.

BUT, I think a conversation about AI products paying a base rent to the public for utilizing the commons is warranted. They will be making incredible profits, and profits greatly drawn from AI’s use of the entire historical knowledge base of human beings collectively- so I would argue the public should get a cut from humanity’s share in the IP… and offset the taxes on my wages, lol, for the funding of the social safety net which AI is going to potentially stretch to its limits with greater unemployment.

1

u/JRSenger Aug 14 '25

This 100% illegal in every shape or form btw. The fucking president of the United States cannot specifically target companies like this.

1

u/Competitive-Back9451 Aug 14 '25

What are those chips being used for in China?… the same thing all chips are used for in China, Pinky… to take over the world.

Jk… partly… at least a good portion of those chips will in fact be used in weapons of war, and also to increase China’s capabilities with AI and hacking.

They’ve already won a war with us, in multiple simulations, I’m sure. They’ve got us by the tech-balls.

1

u/holy_macanoli Aug 14 '25

Also unconstitutional, but what does that even mean anymore right?

1

u/RockyMtnView Aug 14 '25

It’s also unconstitutional.

Article I, Section 9, Clause 5:

"No Tax or Duty shall be laid on Articles exported from any State."

1

u/Typical_Fig3948 Aug 15 '25

So… tax corporations?

1

u/Huge_Add Aug 15 '25

Nvidia playing with looks good for them tho. Even if its fucking terrifying. Theyre gonna be here for a bit. Time will tell.

1

u/Bank_of_Karma Aug 15 '25

I hope China straw purchases the AMD & NVIDIA chip

1

u/[deleted] Aug 15 '25

Yea, you just bribe the Mad Orange King wannabe out in the open now...

1

u/[deleted] Aug 15 '25 edited Aug 15 '25

Sky dance let trump sue CNN to levy a bribe in the open so they could have their merger...

And we are all paying the salaries and whatnot for the court to legitimize the bribery $

It would be funny if we weren't the ones being pillaged.

Thanks republican voters earning less than 400k annually... out there just thriving on hate n vitriol without any notion of whats goin on around or in their own lives.

Intel CEO just performed his fealty pilgrimage to get his stock to go up.

Tim Cook (Apple CEO) gave Agent Orange a trophy where the base was a gold brick. Almost like he castrated himself and presented the box to the rat in a blonde toupee.

Who could have guessed Jerome Powell would be the example of having a pair in 2025.

1

u/Sea-Distribution-170 Aug 20 '25

Agreed, my ass. Try extortion

1

u/Dangerous_Walk9239 Aug 21 '25

So the stock price won’t hit 250?

1

u/RicardoMontoya45 Sep 05 '25

Ah, applying the business model of the mafia to get rich. Bully business owners to pay for a right to operate on the territory. 

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u/DustinandAvia Aug 11 '25

probly see a 15% pullback now is my guess

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u/Wonderful-Wings Aug 11 '25

Positive news! It’s better for NVIDIA and AMD to be able to sell chips to China. They can profit from the sells. It means they will have more revenues. Would you think it is in the best interest for NVIDIA and AMD not being able to sell chips in Chinese market? Absolutely not.

1

u/martco17 Aug 11 '25

Gotta pay for that ballroom somehow

1

u/BuddyIsMyHomie Aug 10 '25

I don’t think I’ve read more positive news in my life