NVIDIA just dropped a bombshell in their latest SEC filing: the US is now slapping export license requirements on their H20 AI chips and similar tech. The reason? To keep these bad boys out of Chinese supercomputers. But wait, there’s more—Hong Kong, Macau, and any country under a US arms embargo (yeah, that’s a thing) are also getting the cold shoulder. 😊
These H20 chips are NVIDIA’s crown jewels when it comes to exportable AI hardware, and now they’re stuck in the middle of a geopolitical tug-of-war. Just when you thought there might be a light at the end of the tunnel, nope—the license requirement is sticking around like that one guest who doesn’t know when to leave. NVIDIA’s bracing for a $5.5 billion blow this quarter thanks to inventory and commitments tied up in this mess.
Wondering what all the fuss is about? The H20’s AI prowess is seriously impressive, turning this into a defining moment where tech meets global trade drama.
