Nvidia expects to lose billions in revenue due to H20 chip licensing requirements

NVIDIA, 2026, 2026, 2026 for the first quarter of 2026, released the numbers on how the company’s Trump administration affects the business of the latest chip exports.

Nvidia Reported a $ 4.5 billion load In Q1, the H20 AI chip in China due to licensing requirements affecting the ability to sell to companies. Chipbar said he could not send $ 2.5 billion in income in addition to $ 2.5 billion in the quarterfly due to restrictions.

US licensing request was initially announced in April He said he expects $ 5.5 billion in this regard for Q1.

NVIDIA, H20 Licensing Requirements, $ 45 billion, the company expected to be an important payment, the company’s income will result in a $ 8 billion shot, he said.

CEO Jensen Huang said that the company has already investigated the way to compete in China’s AI market in China, but it should be written for H20 plugs.

“China is one of the largest AI markets in the world and is a springboard that is a global success with half of the world’s researchers; China’s winning platform is a global scale today,” Huang said. “However, the $ 50 billion china market is effectively connected to us. H20 export ban, Hopper information center in China ended our work.

This The company has been open It is pushed to restrict the export of the Trump administration’s EU plugs, including China to the countries. Huang praised this Joe Biden’s artificial intelligence decision of the leadership to break the diffusion rule This would then apply Ship export restrictions.

In spite of Biden’s chip-export rules do not stand upNVIDIA is not clear to strand China’s AI market of China’s AI market.

“The question is whether China’s AI is AI; he said,” said Huang. “The question is to work on the American platforms of one of the largest AI markets in the world.

This piece has been updated to include comments from NVIDIA’s profit call.