US Government Mandates Licenses for Nvidia H20 Exports
Nvidia Faces New U.S. Export Controls on H20 Chips
In a surprising turn of events, semiconductor giant Nvidia disclosed in a Tuesday filing that the U.S. government has imposed new export controls on its H20 AI chips destined for China. The company has been informed that it will need an indefinite license to proceed with these exports, a move driven by concerns that the H20 chips could potentially contribute to the development of a supercomputer in China.
The financial impact of these new restrictions is substantial. Nvidia anticipates incurring approximately $5.5 billion in related charges during its fiscal first quarter of 2026, which concludes on April 27. Following the announcement, Nvidia's stock experienced a significant decline, dropping about 6% in extended trading sessions.
The H20 chip represents the pinnacle of what Nvidia can currently export to China under existing U.S. export regulations. Interestingly, last week, NPR reported that Nvidia's CEO, Jensen Huang, might have managed to dodge these new restrictions during a dinner at President Donald Trump’s Mar-a-Lago resort. It's rumored that Huang's commitment to invest in U.S.-based AI data centers played a role in these discussions.
Perhaps in a related move, Nvidia announced on Monday its plan to invest hundreds of millions of dollars over the next four years to manufacture some AI chips within the U.S. However, industry observers noted that the company's announcement was somewhat vague on specifics, leaving many questions unanswered.
The call for tighter controls on the H20 chip came from various government officials, spurred by allegations that the chip had been used by the China-based AI startup DeepSeek to train its models, including the R1 "reasoning" model. This model made waves in the U.S. AI market back in January, prompting concerns about its implications.
Nvidia has chosen not to comment on the new export controls or the related developments.
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Comments (20)
0/200
![JohnYoung]()
JohnYoung
April 18, 2025 at 12:00:00 AM GMT
New export controls on Nvidia's H20 chips? That's gonna shake things up in the AI world! I get the security concerns, but it's a bummer for researchers in China. Nvidia, keep pushing the boundaries, but maybe find a workaround? 🤞
0
![EmmaTurner]()
EmmaTurner
April 17, 2025 at 12:00:00 AM GMT
NvidiaのH20チップに対する新しい輸出規制？これはAI業界を揺さぶることになるね！セキュリティの懸念は理解できるけど、中国の研究者にとっては残念だね。Nvidia、限界を押し広げ続けて、でも回避策を見つけてほしいな。🤞
0
![DanielThomas]()
DanielThomas
April 18, 2025 at 12:00:00 AM GMT
Nvidia의 H20 칩에 대한 새로운 수출 규제? 이건 AI 세계를 흔들 거예요! 보안 우려는 이해하지만, 중국의 연구자들에게는 아쉬운 일이죠. Nvidia, 계속해서 한계를 넓혀가세요, 하지만 회피책을 찾아보세요. 🤞
0
![HenryTurner]()
HenryTurner
April 17, 2025 at 12:00:00 AM GMT
Novos controles de exportação nos chips H20 da Nvidia? Isso vai agitar o mundo da IA! Entendo as preocupações de segurança, mas é uma pena para os pesquisadores na China. Nvidia, continue expandindo os limites, mas talvez encontre uma solução alternativa? 🤞
0
![GeorgeMiller]()
GeorgeMiller
April 17, 2025 at 12:00:00 AM GMT
¿Nuevos controles de exportación en los chips H20 de Nvidia? ¡Eso va a sacudir el mundo de la IA! Entiendo las preocupaciones de seguridad, pero es una lástima para los investigadores en China. Nvidia, sigue empujando los límites, pero tal vez encuentra una solución alternativa. 🤞
0
![HarryRoberts]()
HarryRoberts
April 21, 2025 at 12:00:00 AM GMT
The new export controls on Nvidia's H20 chips are a bummer! It's gonna slow down innovation and make things more complicated for tech companies. I get the security concerns, but this feels like a step back. Maybe they can find a workaround soon! 🤔
0
Nvidia Faces New U.S. Export Controls on H20 Chips
In a surprising turn of events, semiconductor giant Nvidia disclosed in a Tuesday filing that the U.S. government has imposed new export controls on its H20 AI chips destined for China. The company has been informed that it will need an indefinite license to proceed with these exports, a move driven by concerns that the H20 chips could potentially contribute to the development of a supercomputer in China.
The financial impact of these new restrictions is substantial. Nvidia anticipates incurring approximately $5.5 billion in related charges during its fiscal first quarter of 2026, which concludes on April 27. Following the announcement, Nvidia's stock experienced a significant decline, dropping about 6% in extended trading sessions.
The H20 chip represents the pinnacle of what Nvidia can currently export to China under existing U.S. export regulations. Interestingly, last week, NPR reported that Nvidia's CEO, Jensen Huang, might have managed to dodge these new restrictions during a dinner at President Donald Trump’s Mar-a-Lago resort. It's rumored that Huang's commitment to invest in U.S.-based AI data centers played a role in these discussions.
Perhaps in a related move, Nvidia announced on Monday its plan to invest hundreds of millions of dollars over the next four years to manufacture some AI chips within the U.S. However, industry observers noted that the company's announcement was somewhat vague on specifics, leaving many questions unanswered.
The call for tighter controls on the H20 chip came from various government officials, spurred by allegations that the chip had been used by the China-based AI startup DeepSeek to train its models, including the R1 "reasoning" model. This model made waves in the U.S. AI market back in January, prompting concerns about its implications.
Nvidia has chosen not to comment on the new export controls or the related developments.
从 MIPS 到 exaflops，短短几十年：计算能力正在爆炸，将改变 AI
在最近的 Nvidia GTC 会议上，这家科技巨头公布了一项突破性成就：首个人单机架服务器系统能够达到一 exaflop。这是一个令人难以置信的每秒十亿亿次浮点运算（FLOPS）。这一壮举由 Nvidia 的最新 GB200 NVL72 系统驱动，配备了尖端的 Blackwell 图形处理单元（GPU）。为了便于理解，这个系统装在一个标准的计算机机架中，大约 6 英尺高，3 英尺多深，不到 2
华为超节点384打破英伟达AI市场垄断
华为在人工智能处理架构上的突破：超节点384 在人工智能不断发展的领域中，华为凭借其超节点384架构掀起了波澜，这是处理器设计的一大飞跃。这一突破是在中美科技紧张局势加剧的背景下实现的，展示了华为在逆境中的韧性和创造力。此次发布是在上周在深圳举行的鲲鹏昇腾开发者大会上进行的。在会议上，公司领导展示了超节点384如何直接挑战英伟达在人工智能处理器市场的长期主
DeepSeek-GRM：为企业打造可扩展、高性价比的AI解决方案
深寻-GRM 如果你经营一家企业，你一定知道将人工智能（AI）整合到业务运营中的难度有多大。高昂的成本和技术复杂性常常使先进的AI模型超出小型企业的承受范围。但这就是深寻-GRM 发挥作用的地方，它旨在让AI变得更高效、更易获取，缩小大型科技公司与小型企业之间的差距。深寻-GRM 使用一种名为生成式奖励建模（GRM）的聪明技术来引导AI响应符合人类的实际需求
April 18, 2025 at 12:00:00 AM GMT
New export controls on Nvidia's H20 chips? That's gonna shake things up in the AI world! I get the security concerns, but it's a bummer for researchers in China. Nvidia, keep pushing the boundaries, but maybe find a workaround? 🤞
0
April 17, 2025 at 12:00:00 AM GMT
NvidiaのH20チップに対する新しい輸出規制？これはAI業界を揺さぶることになるね！セキュリティの懸念は理解できるけど、中国の研究者にとっては残念だね。Nvidia、限界を押し広げ続けて、でも回避策を見つけてほしいな。🤞
0
April 18, 2025 at 12:00:00 AM GMT
Nvidia의 H20 칩에 대한 새로운 수출 규제? 이건 AI 세계를 흔들 거예요! 보안 우려는 이해하지만, 중국의 연구자들에게는 아쉬운 일이죠. Nvidia, 계속해서 한계를 넓혀가세요, 하지만 회피책을 찾아보세요. 🤞
0
April 17, 2025 at 12:00:00 AM GMT
Novos controles de exportação nos chips H20 da Nvidia? Isso vai agitar o mundo da IA! Entendo as preocupações de segurança, mas é uma pena para os pesquisadores na China. Nvidia, continue expandindo os limites, mas talvez encontre uma solução alternativa? 🤞
0
April 17, 2025 at 12:00:00 AM GMT
¿Nuevos controles de exportación en los chips H20 de Nvidia? ¡Eso va a sacudir el mundo de la IA! Entiendo las preocupaciones de seguridad, pero es una lástima para los investigadores en China. Nvidia, sigue empujando los límites, pero tal vez encuentra una solución alternativa. 🤞
0
April 21, 2025 at 12:00:00 AM GMT
The new export controls on Nvidia's H20 chips are a bummer! It's gonna slow down innovation and make things more complicated for tech companies. I get the security concerns, but this feels like a step back. Maybe they can find a workaround soon! 🤔
0
