<p>➀ The U.S. White House allows NVIDIA and AMD to export AI chips to China under a licensing agreement requiring 15% of revenue to be paid to the U.S. government, expected to generate $2 billion in 2025;</p><p>➁ NVIDIA plans to sell over $15 billion of its H20 chip (a downgraded product for compliance) to China, while AMD aims for $800 million in M1308 chip sales, amid debates over export restrictions and technology competitiveness;</p><p>➂ NVIDIA emphasized the need for flexible export controls to maintain U.S. leadership in AI, with potential expansion of the licensing model to semiconductor manufacturing equipment.</p>