The U.S. government has entered into an unusual agreement with Nvidia and AMD, requiring the companies to remit 30% of their AI chip sales in China to the federal government. This arrangement, negotiated with President Trump, was finalized during a recent White House meeting between Mr. Trump and Jensen Huang, CEO of Nvidia. The decision marks a significant shift in U.S. policy regarding technology exports and international revenue sharing, raising questions about its long-term implications for both the companies and U.S.-China trade relations.