Nvidia blindsided by Trump’s curbs in multibillion-dollar blow to China sales

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Nvdia was surprised by new surveillance of Donald Trump on its best-selling artificial intelligence chip, leaving Chipmaker and its customers due to the damage caused by the recent US President in the Commercial War.

The 2,7tN dollar semiconductor giant revealed a $ 5.5 billion On Tuesday evening, China on its sale on its sale, while industry infiders think that Nvdia’s revenue hit can reach more than $ 10 billion.

US Chipmaker Intel with Chief Executive Director Jensensen Huang

According to two people with knowledge of the situation, Nvdia thought the H20 graphic processing unit (GPU) – a less powerful version of its AI chips to meet Washington’s previous export control.

At the beginning of this month, after the meeting with victories in his Florida residence in his Florida residence, the leaders of the Florida remained impressed than they could avoid harming any curbs, which shows that investing $ 500 billion in the United States.

This LED Nvidia says that the order of Chinese customers, including technological giants, will not be affected by the Oribaba, Bytedance and Tencent, H20.

Then Nvdia was blinded because Trump decided to press H20 export, the product that does not have Chinese technology groups has relied on In their efforts to challenge their global peers to develop large language models.

Disappointed Chinese technology companies complain about such a sufficient warning about such major political changes, but they understand that the transition is that the knowledge of the recent discussions has the control of Nvdia.

After that AI Demand jumped in China Rearing giftingThe successful launch of the model of its low costs has led to local companies almost $ 17 billion for H20 chips this year.

Although NVIDIA, it usually takes six months to deliver such chips, most of its orders for this year must still be completed and likely to affect the latest restrictions in the United States.

The $ 6.5 billion, which took place to earn $ 6.5 billion, real victims from China could be more than $ 10 billion, the person has evaluated.

China’s technological giants are competing to replace H20, while new Trump’s export control can significantly help the sale of house makers headed by Huawei.

All that remains is incomprehensible how Chinese groups can apply for the license to purchase H20s, and on what grounds they will be given.

Last Saturday, Intel told her Chinese customers that Chips, which have an export license to China if they had. I / O bandwidth of 1100 GB per second or more: Or a total of 1700 GB is the second or more, according to the company’s email. Mail. Intel’s Gaudi Series as well as NVIDIA H20 exceeds these requirements.

Nvdia refused to comment. Intel, the White House and the US Department of Commerce have not immediately responded to comment requests.

Additional reports of Demetri Sevastopulo in Washington