NVIDIA expects to lose billions of revenues due to the requirements for H20 chips

Since NVIDIA is its profits for the first quarter of its fiscal year 2026, which was closed on April 28, the company issued numbers on how to affect the export of recent chips in the Trump administration on business.

Nafidia She stated that she incurred a cost of $ 4.5 billion In the first quarter due to licensing requirements that affect its ability to sell the H20 AI chip to companies in China. Chipmaker also reported that he was unable to charge $ 2.5 billion of H20 revenues in the quarter due to restrictions.

When it was originally announced by the US license requirements in April, the company He said he expected 5.5 billion dollars in relevant fees For Q1.

NVIDIA also said on Wednesday that the requirements for the H20 license will lead to an increase of 8 billion dollars to the company’s revenues in the second quarter, which is expected to reach about $ 45 billion – which is a great loss.

the The company was frank Against the Trump administration batch to reduce the export of artificial intelligence chips in the United States to countries including China. Huang praised the The recent administration’s decision to cancel the base of spreading artificial intelligence for Jo Biden He would have imposed more chips export restrictions.

Although The rules of exporting the Biden chip does not comeIt is clear that NVIDIA is not immune to the Trump administration’s attempt to strangle the artificial intelligence market in China.

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