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Status Submitted
Workspace * IBM Cloud Ideas
Categories Compliance
Created by Guest
Created on Nov 15, 2026

Revenue-Share License Disclosure Register

PROBLEM: U.S. AI-chip export policy now carries a revenue-share price: in August 2025 the government granted H20 licenses with officials expecting 15% or more of the resulting China revenue — but no regulation codified that expectation. On December 8, 2025, the President announced H200 chips could go to approved Chinese customers with 25% paid to the U.S. government. There is no public register of which license terms carry a revenue share, at what rate, or under what legal authority.

SOLUTION: A revenue-share license disclosure register: every export license carrying a revenue-share term logged with the rate, the product covered, the announcement or instrument that set it, and whether any regulation codifies it — so a financial condition on a national-security license is visible as a record, not a press statement.

EVIDENCE BASIS: DOCUMENTED — Nvidia Form 10-Q (quarter to July 27, 2025) and Form 10-K FY2026: H20 licenses granted August 2025, officials expected 15% or more of revenue, no regulation codified. December 8, 2025 announcement of a 25% term for H200, reported by Reuters; Blackwell and Rubin excluded from the deal.

Idea priority Low
Needed By Not sure -- Just thought it was cool