According to @KobeissiLetter, on August 11 news circulated that Nvidia (NVDA) and AMD reached an agreement with President Trump to remit 15% of revenue from chip sales in China to the U.S. in exchange for removing export controls. According to @KobeissiLetter, there has been little subsequent mention or official follow up on this reported agreement. According to @KobeissiLetter, the post provides no official confirmation or documentation of policy changes, leaving traders without verifiable updates to price in. According to @KobeissiLetter, the post does not reference any direct impact on cryptocurrencies or crypto assets.

According to @KobeissiLetter, citing Fox, Nvidia (NVDA) is in talks with the U.S. government to sell its Blackwell AI chips to China and is reportedly willing to give the U.S. a portion of revenue from those China sales in exchange for approval (source: The Kobeissi Letter post on X; source: Fox as cited). This report comes against the backdrop of existing U.S. export controls on advanced AI chips to China that set the governing framework for any such transactions (source: U.S. Department of Commerce). No official confirmation from Nvidia or U.S. authorities was included in the post at the time referenced (source: The Kobeissi Letter post on X). Any formal approval or agreement would typically be disclosed by the company or via SEC Form 8-K if deemed material, which traders can monitor for confirmation (source: U.S. Securities and Exchange Commission, Form 8-K disclosure rules).

According to @StockMKTNewz, U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips deemed at high risk of illegal diversion to China, with trackers reportedly found in Dell and Super Micro shipments containing Nvidia and AMD components; source: @StockMKTNewz. According to @StockMKTNewz, the reported enforcement focus raises headline and compliance risk for NVDA, AMD, DELL, and SMCI, suggesting traders monitor premarket gaps, options implied volatility, and any logistics or customs-related disclosures for these tickers; source: @StockMKTNewz. According to @StockMKTNewz, increased scrutiny on AI hardware supply chains can influence sentiment in AI-linked crypto assets, so traders may watch cross-asset flows and the beta of AI narratives in crypto relative to AI equities around this headline; source: @StockMKTNewz.