The chip group Nvidia is based on losses in billions of billions as a result of export restrictions to China. In one notice If the company wrote, Nvidia assumed that the costs would be $ 5.5 billion in the first quarter alone. These consist of inventory and purchase commitments.
Already under the previous President Joe Biden, the United States created hurdles for the sale of the most modern high -performance chips China. Nvidia could therefore only deliver Chinese companies a slimmed -down, slower version called H20. But even these chip systems now fall under export restrictions in view of the trade policy of Biden’s successor Donald Trump.
As the US Ministry of Trade announced, it wants to issue new requirements for the granting of export licenses for AI chips to China. These should apply to the Chips H20 from Nvidia and Mi308 from AMD as well as any equivalent products. The restriction serves to protect national and economic security USAsaid a spokesman. U.S. Minister of Trade Howard Lutnick had already said after his nomination for the office that the United States should no longer allow Chinese companies to use US technology like that of Nvidia, “to compete with us”.
Courses from Nvidia and AMD continue to sag
The company’s chips have become a key technology for business with artificial intelligence. They also use Chinese AI developers. The Nvidia shares fell by about six percent in post-exchangeable trade. The shares of the semiconductor company AMD, also affected by the restrictions, fell by seven percent.
Spreading the export restrictions has been speculated for some time. That is why Chinese companies such as the Tikok mother Group Bytedance, Alibaba and Tencent ordered H20 chips worth at least $ 16 billion from Nvidia in the first three months of this year alone, the website recently reported The information. This exceeded Nvidia’s previous production capacities for this version, as it was said, citing informed people.
So far, Nvidia has been producing its processors in Taiwan. Against the background of possible US tariffs, the group now joins other technology companies that want to move part of their chipfearing to the United States.
