Nvidia says H20 GPU will write $ 5.5 billion in China

Nvidia On Tuesday, the export of H20 Graphic Processing Units in China and other destinations will receive a payment of about 5.5 billion dollars than $ 5.5 billion. 6% sliding in extended trade in stock.

On April 9, the US government told NVIDIA that China and one handful will require a license to export chips to other countries. a document.

The disclosure is the strongest sign that the historical growth of NVIDIA can be slowed by increasing export restrictions on the plugs that the US government can be used to create supercomputers for military use.

During the President Biden’s leadership, the United States restricted the export of AI chip in 2022 and then updated the next year’s rules to prevent the sale of more advanced AI processors. H20 is a AI chip for China designed to fulfill US export restrictions. In 2024, it was estimated about 12 billion to $ 15 billion.

Nvidia ceo jensen huang said that the company is at the end of the company quarterly earnings In February, the income from China fell to half of the level of control before exports. Huang, the competition in China and warned for the second straight year Nvidia Huawei listed as an opponent in its annual document.

According to the annual report of the NVIDIA, the fourth largest region of NVIDIA, after Singapore and Taiwan, Singapore and Taiwan, Singapore and Taiwan. 53% of the sale went to US companies in the financial year ended in January.

NVIDIA’s H20 Chip is compared to the H100 and H200 AI chips used in the United States and other countries, but there is a more slow speed and bandwidth. The previous generation of the AI ​​architecture called Hopper presented in 2022 was based on the previous generation. NVIDia is now aimed at selling the current offspring called Blackwell.

DeepSEEK, competitive AI model R1 China’s opening in the early year Restorative MarketsH20 chips were used in his research.

In addition to the existing Chinese export control, NVIDIA faces new restrictions on starting next month “AI Diffusion Rules“Originally offered by Biden’s management.

There are nvidia agreement Potely erode the competition of further management of its chips and even compete in technology. The company previously said that its operations were carried out, including part of the operations, including 2022 export controls, including China testing and distribution.

Last month, in the company’s conference, NVIDIA CEO Jensen Huang also celebrated that the company is working to keep the law, as well as about half of the world’s EU researchers in the United States.

NVIDIA in Sectting on Tuesday, the US government will be valid for the “uncertain future” of the license of the H20 plugs on Monday.

NVIDIA reports the results of the first quarter of finance on May 28.

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