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Nvidia expects $5.5bn hit as US tightens chip export rules to China: The chip manufacturing giant, which has been at the heart of the AI boom ...
bbc.com/news/articles/cm2xzn6jmzpo

Exclusive: Nvidia kept some China customers in the dark about new US chip clampdown, sources say
reuters.com/technology/nvidia-kept-some-china-customers-dark-about-new-us-chip-clampdown-sources-say-2025-04-16/

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Nvidia discloses that U.S. will limit sales of advanced chips to China after all: NPR reported that the company would be allowed to keep selling chips used for ...
npr.org/2025/04/16/nx-s1-5366665/nvidia-china-h20-chips-exports

Nvidia faces $5.5 billion charge as US restricts chip sales to China: Nvidia on Tuesday said it would take $5.5 billion in charges after the U.S ...
reuters.com/technology/nvidia-expects-up-55-billion-charge-first-quarter-2025-04-15/

Nvidia says it will record $5.5 billion charge tied to H20 processors exported to China
cnbc.com/2025/04/15/nvidia-says-it-will-record-5point5-billion-quarterly-charge-tied-to-h20-processors-exported-to-china.html

White House claims 'the Trump Effect in action' as Nvidia announces plans to build AI chips and supercomputers in the US
pcgamer.com/software/ai/white-house-claims-the-trump-effect-in-action-as-nvidia-announces-plans-to-build-ai-chips-and-supercomputers-in-the-us/

Nvidia to take $5.5bn hit as US clamps down on exports of AI chips to China: Trump administration’s curbs send chipmaker’s shares sliding in after-hours trading
ft.com/content/66e6abfa-2b79-407c-bda6-d04d19b3b814

The US Flip-flop Over H20 Chip Restrictions: Last week, reports surfaced that the White House would still allow Nvidia to export its H20 chips to China ...
thediplomat.com/2025/04/the-us-flip-flop-over-h20-chip-restrictions/

Nvidia shares drop 7% after US chip export ban to China; leads $180 billion US market rout
financialexpress.com/business/auto-technology-nvidia-leads-180-billion-market-rout-as-shares-drop-7-after-us-chip-export-ban-to-china-3812121/

Nvidia, caught in the US-China trade war, takes a $8.64 billion hit: US multinational technology company Nvidia is caught in the middle of an escalating trade ...
9news.com.au/world/nvidia-caught-in-the-uschina-trade-war-takes-a-55-billion-hit/8d4f126a-27ba-49bf-bd39-7b3a1937b9f0
Here is how much the Magnificent 7 lost as stocks tank over tariffs: Investors were rattled on Wednesday as dual tariff related news from Nvidia and the Fed ...
businessinsider.com/magnificent-7-stock-value-loss-market-tank-nvidia-tariffs-fed-2025-4
Nvidia says it follows export laws 'to the letter' a day after AI chip sales to China stopped
cnbc.com/2025/04/16/nvidia-follows-export-laws-to-the-letter-after-china-chip-sales-end.html

Nvidia says export restrictions on AI chip will cost it billions, sending tech stocks on slide
oregonlive.com/business/2025/04/nvidia-says-export-restrictions-on-ai-chip-will-cost-it-billions-sending-tech-stocks-on-slide.html

New export rules shake Nvidia's China strategy and impact chip sales: Nvidia's revenue could take a hit with new China export rules. Analysts anticipate further ...
businessinsider.com/nvidia-export-rules-trump-china-strategy-sales-2025-4
Nvidia reportedly left its Chinese customers uninformed about the latest chip clampdown
neowin.net/news/nvidia-reportedly-left-its-chinese-customers-uninformed-about-the-latest-chip-clampdown/

U.S. Chip Curbs Expose China’s Reliance on Irreplaceable Western Tech: (Analysis) Nvidia’s pre-market shares dropped 7.1% after announcing a $5 ...
riotimesonline.com/u-s-chip-curbs-expose-chinas-reliance-on-irreplaceable-western-tech/

Nvidia takes $5.5 billion hit as Trump tightens export restrictions in China trade war
cnn.com/2025/04/16/tech/nvidia-plunge-h20-chip-china-export-intl-hnk/

Tech shares fall after Nvidia says new US controls on exports of AI chip will cost it $5.5 billion
pressdemocrat.com/article/trending/tech-shares-fall-after-nvidia-says-new-us-controls-on-exports-of-ai-chip-wi/
US bans Nvidia chip exports to China: Nvidia says new export ban to cost company $5.5B for current quarter
yenisafak.com/en/economy/us-bans-nvidia-chip-exports-to-china-3701038

Nvidia expects $5.5bn revenue hit as US curbs chip exports to China: Nvidia shares have fallen more than 5% in after-hours trading after the US said the ...
euronews.com/business/2025/04/16/nvidia-expects-55bn-revenue-hit-as-us-curbs-chip-exports-to-china

License instead of tariffs: US President Donald Trump puts the brakes on Nvidia shares in China
boerse-online.de/nachrichten/aktien/lizenz-statt-zoll-us-praesident-donald-trump-bremst-nvidia-aktie-in-china-aus-20378593.html

Tech shares fall after Nvidia says new US controls on exports of AI chip will cost it $5.5 billion | The Asahi Shimbun: Breaking News, Japan News and Analysis
asahi.com/ajw/articles/15713083

Nvidia flags $5.5B hit after US limited exports of chips to China: Chip manufacturing giant Nvidia said on Tuesday it would pay $5.5 billion in charges after the ...
dailysabah.com/business/tech/nvidia-flags-55b-hit-after-us-limited-exports-of-chips-to-china
Donald Trump trade war: How new US restrictions on chip exports could cost Nvidia billions
livemint.com/companies/news/donald-trump-tariffs-trade-war-how-us-chip-export-restrictions-could-cost-nvidia-5-5-billion-amd-impact-china-technology-11744776921839.html

Nvidia Falls In Premarket After Projecting $5.5 Billion Blow From New Restrictions On AI Chip Exports To China
forbes.com/sites/siladityaray/2025/04/16/nvidia-plummets-in-premarket--projects-55-billion-blow-from-new-restrictions-on-ai-chip-exports-to-china/

Nvidia expects billions in losses, share price falls: The export restrictions to China are hitting the company hard. The share price plummeted by six percent ...
diepresse.com/19586762/nvidia-erwartet-milliardeneinbussen-aktie-faellt
Chip company: Export controls cost Nvidia $5.5 billion - | Share price falls significantly
handelsblatt.com/technik/it-internet/chipkonzern-exportkontrollen-kosten-nvidia-55-milliarden-dollar-aktie-faellt-deutlich/100121928.html

US bans Nvidia from selling H20 chip to China, shares drop 6%: Amid US-China trade war tensions, the Donald Trump-led government formally informed Nvidia on ...
financialexpress.com/world-news/us-bans-nvidia-from-selling-h20-chip-to-china-shares-drop-6/3810790/

Asian stocks struggle again as Nvidia chip curb warning pops calm: HONG KONG, China — Asian stocks swung Wednesday after Nvidia's announcement of new US ...
business.inquirer.net/520218/asian-stocks-struggle-again-as-nvidia-chip-curb-warning-pops-calm

Nvidia expects $5.5-B hit as US targets chips sent to China: SAN FRANCISCO, United States — Nvidia on Tuesday notified regulators that it expects a $5 ...
business.inquirer.net/520216/nvidia-expects-5-5-b-hit-as-us-targets-chips-sent-to-china

Nvidia Warns Trump Curbs on China AI Chips to Cost $5.5 Billion
bloomberg.com/news/articles/2025-04-15/nvidia-says-us-has-imposed-new-china-restrictions-on-h20-chips

Paid articlePaywallNvidia Supplier Stocks Drop on Latest China Export Restrictions: Suppliers to Nvidia Corp. saw share price declines in Asia after the chipmaker said the US ...
bloomberg.com/news/articles/2025-04-16/nvidia-supplier-stocks-drop-on-latest-china-export-restrictions

Paid articlePaywallNvidia says it expects $5.5B in charges after Trump's new export rule: Nvidia expects up to $5.5 billion in charges as a result of the Trump administration's ...
businessinsider.com/nvidia-h20-export-license-trump-administration-sec-filing-2025-4
Nvidia's Next Move: AI Chip Manufacturing in the USA
gizchina.com/2025/04/15/nvidias-next-move-ai-chip-manufacturing-in-the-usa/

Nvidia H20 chip exports hit with license requirement by US government: Nvidia's H20 was the most advanced AI chip the company could still export to China ...
techcrunch.com/2025/04/15/nvidia-h20-chip-exports-hit-with-license-requirement-by-us-government/

Nvidia faces $5.5-billion charge as U.S. restricts chip sales to China: Chinese companies including Tencent, Alibaba and TikTok-parent ByteDance had been ramping ...
theglobeandmail.com/business/international-business/article-nvidia-faces-55-billion-charge-as-us-restricts-chip-sales-to-china/
Nvidia faces $5.5bn charge as U.S. restricts chip sales to China: (Reuters) -- Nvidia on Tuesday said it would take $5.5 billion in charges after the U.S ...
asia.nikkei.com/Business/Tech/Semiconductors/Nvidia-faces-5.5bn-charge-as-U.S.-restricts-chip-sales-to-China
US government imposes license requirement on Nvidia H20 exports: Nvidia's H20 was the most advanced AI chip the company could still export to China. Now ...
techcrunch.com/2025/04/15/us-government-imposes-license-requirement-on-nvidia-h20-exports/

Nvidia says U.S. requires license to export H20 products to China: CNBC's Steve Kovach joins 'Fast Money' with the latest from Nvidia as shares ...
cnbc.com/video/2025/04/15/nvidia-says-u-s-requires-license-to-export-h20-products-to-china.html

Nvidia Stock Falls. It Got Bad News About Its H20 Chips From the Government.
barrons.com/articles/nvidia-h20-stock-price-783e422c
Paid articlePaywallNvidia (NVDA) Says US Has Imposed New China Restrictions on H20 Chips: Nvidia Corp. said the US government is restricting the export of its H20 chip to China ...
bloomberg.com/news/articles/2025-04-15/nvidia-says-us-has-imposed-new-china-restrictions-on-h20-chips

Paid articlePaywallNVIDIA eyes Arizona, Texas for $500 billion buildout of supercomputer infrastructure
dallasnews.com/business/technology/2025/04/14/nvidia-eyes-arizona-texas-for-500-billion-buildout-of-supercomputer-infrastructure/

Nvidia: Already On The Way Back Up After Tariffs Turmoil: Nvidia investors took a steep dive recently, as it got engulfed in the recent tariffs turbulence ...
seekingalpha.com/article/4775165-nvidia-stock-already-on-the-way-back-up-after-tariffs-turmoil-reiterate-buy

Paid articlePaywallNvidia's Biggest Headache Comes In 30 Days: Nvidia Corporation navigates trade uncertainties amid fluctuating tariffs and AI regulations ...
seekingalpha.com/article/4775249-nvidia-biggest-headache-comes-in-30-days

Paid articlePaywallTrump Hails Nvidia's $500B Investment, Says He'll Expedite Permits: Nvidia said it will make AI supercomputers in the U.S.
newsweek.com/trump-hails-nvidias-500b-investment-says-hell-expedite-permits-2059886

Nvidia plans to produce $500 billion worth of AI technology in the USA: US President Trump is selling the news as a success of his tariffs: Nvidia has announced ...
tagesschau.de/wirtschaft/unternehmen/nvidia-ki-technik-produktion-usa-100.html

Nvidia shifts AI supercomputer production to the US for the first time: The project spans more than a million square feet of manufacturing space ...
techspot.com/news/107542-nvidia-shifts-ai-supercomputer-production-us-first-time.html
Nvidia says it will build AI supercomputers in America for the first time ever: The AI chip maker announced $500 billion in manufacturing commitments over the ...
qz.com/nvidia-ai-supercomputers-500-billion-manufacturing-1851776053

BREAKING: Nvidia is upgrading - mega capacities for AI supercomputers in Texas: Nvidia is planning a massive expansion of production at its supercomputer plants ...
deraktionaer.de/artikel/medien-ittk-technologie/breaking-nvidia-ruestet-auf-mega-kapazitaeten-fuer-ki-supercomputer-in-texas-20378453.html

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Senate bill aims to restrict advanced AI GPU exports, prioritize US buyers: This week, the US Senate unveiled the latest draft of the National Defense ...
techspot.com/news/109335-senate-bill-aims-restrict-advanced-ai-gpu-exports.html

What we know about Alibaba’s potential new AI chip: The potential new chip could have global implications as the AI arms race makes pace.
euronews.com/next/2025/09/01/alibaba-reportedly-developing-new-ai-chip-as-chinas-xi-rejects-ais-cold-war-mentality

OpinionCommentary: Nvidia’s icy reception in China is buying time for Huawei: Beijing is putting on a show that it doesn’t want American chips, says Catherine Thorbecke ...
channelnewsasia.com/commentary/nvidia-h20-ai-chip-china-security-warning-us-export-ban-5304381

Nvidia says H20 export controls didn’t stop China’s AI progress — claims 'they only stifled U.S. economic and technology leadership'
tomshardware.com/pc-components/gpus/nvidia-says-h20-export-controls-didnt-stop-chinas-ai-progress-claims-they-only-stifled-u-s-economic-and-technology-leadership

The Nvidia chip deal that has Trump officials threatening to quit: The Nvidia chip deal that has Trump officials threatening to quit.
vox.com/future-perfect/458088/nvidia-trump-h20-chip-ai-china

China and the US-Nvidia Deal: National Security for Sale?: A deal will allow the sale of advanced chips to China – as long as American companies give the U.S ...
thediplomat.com/2025/08/china-and-the-us-nvidia-deal-national-security-for-sale/
Trump strikes “wild” deal making US firms pay 15% tax on China chip sales: The deal won’t resolve national security concerns.
arstechnica.com/tech-policy/2025/08/nvidia-amd-agree-to-pay-trumps-15-levy-on-china-chip-sales/

China state media says Nvidia H20 GPUs are unsafe and outdated, urges Chinese companies to avoid them — says chip is ‘neither environmentally friendly ...
tomshardware.com/tech-industry/china-state-media-says-nvidia-h20-gpus-are-unsafe-and-outdated-urges-chinese-companies-to-avoid-them-says-chip-is-neither-environmentally-friendly-nor-advanced-nor-safe

Trump Expands ‘Pay-for-Play’ in U.S. Trade Policy With Nvidia, AMD Revenue Deal: The government will take a 15% cut of the revenue the chip makers generate by ...
trib.al/7AnF515

Did Donald Trump just give China a major advantage on AI?: The Trump administration quietly reversed a policy that tightened restrictions on microchip exports to ...
abc.net.au/news/2025-08-03/did-trump-just-give-china-a-major-advantage-on-ai/105598426
Nvidia claims H20 chips do 'not have backdoors' after reportedly being summoned by 'Beijing authorities' for a quick word
pcgamer.com/hardware/nvidia-claims-h20-chips-do-not-have-backdoors-after-reportedly-being-summoned-by-beijing-authorities-for-a-quick-word/

Key FactsNvidia Boosts H20 Chip Orders Amid China Demand Surge
Jul 29, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Nvidia placed an order for 300,000 H20 graphics processing units with TSMC to meet strong Chinese market demand.
- This order adds significantly to the existing inventory of 600,000 to 700,000 H20 chips.
- The US government reversed an April ban on H20 sales to China, enabling Nvidia to resume exports.
- Export licenses from the US Commerce Department are still pending approval for shipping the chips to China.
The level of H20 orders it received would determine whether production would begin again.— Jensen Huang, CEO of Nvidia, during a trip to Beijing.
NVIDIA’s H20 AI Export License Approval Reportedly Faces a Massive Backlog, Mainly Due to Strict &…
wccftech.com/nvidia-h20-ai-export-license-approval-reportedly-faces-a-backlog-of-a-whopping-30-years/

Jefferies: NVIDIA Likely Has Between 600,000 And 900,000 H20 GPUs In Inventory, While Chinese Demand Is …
wccftech.com/jefferies-nvidia-likely-has-between-600000-and-900000-h20-gpus-in-inventory-while-chinese-demand-is-around-1-8-million-units/

Nvidia’s China AI chip plans hit pause as H20 supply remains tight: As per Reuters, the outlook hinges not only on Nvidia supply chains, but also on Washington ...
wionews.com/business-economy/nvidia-s-china-ai-chip-plans-hit-pause-as-h20-supply-remains-tight-1752991652936

Trump just handed China a major advantage on AI: Allowing H20 exports to China could shrink the US lead on AI.
vox.com/future-perfect/419791/trump-nvidia-h20-china-ai-chip

AI disruptor DeepSeek's next-gen model delayed by Nvidia GPU export restrictions to China — short supply of AI GPUs hinders development
tomshardware.com/tech-industry/artificial-intelligence/ai-disruptor-deepseeks-next-gen-model-delayed-by-nvidia-h20-restrictions-short-supply-of-accelerators-hinders-development

Nvidia to launch cheaper Blackwell AI chip for China after U.S. export curbs, sources say
cnbc.com/2025/05/24/nvidia-to-launch-cheaper-blackwell-ai-chip-for-china-reuters-says.html

Key FactsNvidia’s Affordable AI Chip Targets Chinese Market
May 26, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Nvidia will release a Blackwell-architecture AI GPU for China priced between $6,500 and $8,000, undercutting the previous H20 model.
- This GPU employs conventional GDDR7 memory and avoids using TSMC’s advanced CoWoS packaging to simplify production.
- The design sacrifices computing power to comply with U.S. export limits that restrict high-end memory bandwidth.
- Despite losing market share, Nvidia aims to remain competitive against Huawei’s chips in the Chinese AI hardware sector.
If U.S. export curbs continue, more Chinese customers will buy Huawei's chips.— Jensen Huang, CEO of Nvidia, warns about the consequences of U.S. export restrictions.
Nvidia CEO says next chip after H20 for China won't be from Hopper series: Nvidia is evaluating how to address the China market after the U.S ...
reuters.com/world/china/nvidia-ceo-says-next-chip-after-h20-china-wont-be-hopper-series-2025-05-17/

Key FactsNvidia Plans New Chip for China Beyond Hopper Series
May 17, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Nvidia CEO Jensen Huang announced that the next chip for China after the H20 will not be from the Hopper series.
- This decision follows new U.S. export restrictions on the Hopper H20 chip, which is the only AI chip Nvidia can legally sell in China.
- Nvidia plans to release a downgraded version of the H20 chip for China to boost sales in a market where it has lost market share to local competitors like Huawei.
- Huang criticized previous AI export regulations and emphasized the importance of the Chinese market for Nvidia's growth.
It's not Hopper because it's not possible to modify Hopper anymore.— Jensen Huang, CEO of Nvidia, said this during a livestream when asked what their next chip for China after the H20 was.
Nvidia modifies H20 chip for China to overcome U.S. export controls: Reuters: Nvidia has notified major Chinese customers, including leading cloud computing ...
cnbc.com/2025/05/09/nvidia-modifies-h20-chip-for-china-to-overcome-us-export-controls.html

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