Microchip manufacturer Nvidia said he would be hit with $ 5.5 billion (4.2 billion pounds) of cost after the US government tightened exports to China.
Gigant for the production of chips, which was at the center of the flourishing of artificial intelligence (AI), will require licenses for the export of its H20 AI chip in the cinema, which was one of the most popular.
The rules come in the midst of a escalated trade war between the USA -ai China, and both countries introduced steep trade tariffs to each other covering different goods.
NVIDIA shares have decreased almost 6% in trading after hours.
Nvidia announced on Tuesday that the US government said last week that the H20 chip demanded that it be allowed to be sold in China, including Hong Kong.
The technological giant said that federal officials advised them that the license request would be in force for an indefinite future. “
“The government) indicated that a license request solves the risk of covered products can be used in a supercomputer or diverting in China,” Nvidia said.
The company refused to comment on when the BBC contacted them.
Marc Einstein of consulting counseling against counterpays said that a $ 5.5 billion hit was estimated by Nvidia in accordance with his estimates.
“Although this is certainly a lot of money, that’s something Nvidia can handle,” he said.
“But as we have seen in the last few days and weeks, this could be largely a negotiating tactic. I would not be surprised to see some exemptions or changes in tariff politics in the near future, since it not only affects Nvidia, but the entire American semiconductor ecosystem,” added Mr Einstein.
Chips remain a battlefield in the American China race for technological superiorityAnd US President Donald Trump now wants to fill a very complex and delicate production process that has perfected other regions for decades.
Nvidia’s AI chips were a key focus of US export control. Founded in 1993, originally known for making a type of computer chips that process graphics, especially for computer games.
Long before the AI Revolution, he began to add features to his chips, for which he says they help machine learning. It is now seen as a key viewing company to see how fast AI’s technology is spreading around the business world.
The company’s value hit in January When it was announced that the rival Chinese application was AI, Deepseek, built according to a fraction of the cost of other chatbot.
At that time, they considered that the US were caught in the technological achievements of their rival.
Nvidia said his $ 5.5 billion costs will be associated with H20 stock products, buying liabilities and related reserves.
Rui ma, Podcast Tech Buzz China founder, said she expects the Sad -a -ai AI semiconductor’s supply chains to be “completely separated” if the restrictions remain in place.
She added, “It doesn’t make sense for any Chinese customer depends on American chips,” especially since there is an over -supply centers in China.