Nvidia, AMD to sell high end AI chips for 15% of the revenue to US government

The AI chip race narrative used to be about U.S. national security, but apparently now it’s about tariffs: Nvidia and AMD have agreed to pay the U.S. government 15% of the revenue they make from sales of high-end AI chips to China in exchange for licenses to sell to those chips in the country.The Trump administration in April had restricted sales of certain high-performance AI inference chips to China, but paused the ban a couple of months later, when Nvidia promised to make up to $500 billion worth of data center investments stateside. Then in July, the company said it would resume sales of its H20 AI chips to China, which it had designed specifically for sale in the country following restrictions by the Biden administration. What is your take on the new move ?