00:00nvidia and amd signed the china deal with usa government who wins the china deal is
00:13exclusively for exporting the ai related chips to china and for this reason
00:21i am considering the amd data center segment and nvidia's computer networking segment because
00:30the deal is solely dedicated to the ai related chips now
00:42for the year 2024 revenue from amd's data center segment was 12.5 billion dollars
00:51and operating profit was 3.4 billion dollars so if the company shares 15 percent revenue with the
01:03usa government on china
01:09it will have to
01:12rise prices in order to book profit because the operating profit margin is low
01:18on the other hand for nvidia the operating profit margin is almost 75 percent so this company can
01:32easily take the impact of the 15 percent of revenue and most likely to succeed in future
01:41others
01:43thank you
01:57hello
02:01hello
02:03hello
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