Bernstein criticizes Nvidia and AMD's 15% chip sharing agreement with China as setting a dangerous precedent, but acknowledges that "85% is still better than 0".

According to the Wisdom Financial APP, Bernstein analysts have a negative attitude towards the report that NVIDIA (NVDA.US) and AMD (AMD.US) will have to hand over 15% of their AI chip sales revenue to the US government in exchange for export licenses to China. They believe that this agreement sets a bad precedent, but also acknowledge that "getting 85% is better than nothing."