NVIDIA’s latest SEC filing drops a bombshell: the US now requires export licenses for its H20 AI chips and equivalents. Why? To prevent their use in Chinese supercomputers. But it’s not just China—Hong Kong, Macau, and US Arms Embargo Countries (D:5) are also on the list. 😊
The H20 chips, NVIDIA’s most advanced exportable AI hardware, are caught in geopolitical crosshairs. Despite a brief hope for relief, the license requirement is here to stay, indefinitely. NVIDIA anticipates a $5.5 billion hit this quarter from related inventory and commitments.
Curious about the tech behind the tension? The H20’s AI capabilities are no joke, making this a pivotal moment for tech and trade.
