Imagine inventing the future of AI hardware only to have your own government take a quarter of your China sales as part of policy. That’s exactly what’s happening with the U.S. decision to let Nvidia export its H200 AI chips to China with a 25% revenue share flowing back to Washington. 😳 The move was pitched as a way to balance economic engagement with strategic control, but many experts and security hands are baffled, calling the cut essentially an export tax that “makes no sense” given China’s AI ambitions. The critics warn this could erode U.S. leverage in the AI race by giving China broader access to powerful computing while letting Beijing tap into American tech ecosystems without paying full strategic cost. Even bipartisan lawmakers have pressed Nvidia’s CEO to testify on how this deal came together and what it means for national security.

TL;DR
🧠 policy turns chip exports into a revenue play
⚡ experts question strategic logic
🎓 national security & market leadership on the line
🔍 Congress is watching closely

https://arstechnica.com/tech-policy/2025/12/us-taking-25-cut-of-nvidia-chip-sales-makes-no-sense-experts-say/#comments

#AIChips #USChinaTech #NationalSecurity #InnovationEconomics #CyberWar #Espionage #security #privacy #cloud #infosec #cybersecurity

US taking 25% cut of Nvidia chip sales “makes no sense,” experts say

Trump’s odd Nvidia reversal may open the door for China to demand Blackwell access.

Ars Technica

Job - Alert ✨

👉🏼 Doktorand*in (75%) für das ifo Zentrum für Innovationsökonomik und Digitale Transformation

Deadline: 2025-06-22
Location: Germany, München, Bayern

https://www.academiceurope.com/job/?id=7734

#hiring #PhD #InnovationEconomics #DigitalTransformation #economics #Microeconomics

👏 Congrats to Laurie Ciaramella of @TelecomParis for winning an ANR grant! Her innovative research will explore IP assets, R&D, and tax implications. #InnovationEconomics

🔗 https://www.telecom-paris.fr/laurie-ciaramella-grant-young-researcher

Laurie Ciaramella receives a French Research National Agency (ANR) grant !

Assistant professor in Economics at Télécom Paris, she receives an ANR (Agence nationale de la recherche, French Research National Agency) grant for young researchers.