Nvidia (NVDA) has reportedly struck an unprecedented deal with the Trump administration, agreeing to share up to $3 billion in China revenue to resume H20 chip sales. This allows Nvidia and AMD to compete in the crucial Chinese market, mitigating revenue losses and countering the rise of domestic rivals like Huawei. While Wall Street analysts see the agreement as a way to secure revenue, some experts worry it could encourage China to accelerate its shift to local suppliers, a potential long-term disadvantage for American chipmakers.