The Share Is Clear: Nvidia Is No Longer Allowed to Sell 72 Comments in China
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In a mandatory notification to the US Securities and Exchange Commission (SEC), NVIDIA announced that it is no longer authorized to sell the H2O accelerator it developed due to previous US sanctions against China and other countries. The write-offs on the exchange-linked goods and contractual penalties are expected to result in $5.5 billion.
Share Clearly
The US government reportedly first informed Nvidia on April 9 that H2O also required a license to export to China and other selected countries. On April 14, this new requirement was initially set for an indefinite period. In its financial results for the quarter ended April 27, Nvidia will incorporate the new requirements and their financial impact of $5.5 billion. The stock price subsequently declined nearly ten percent.
On April 9, 2025, the U.S. Government, or USG, notified Nvidia Corporation, or the Company, that the USG requires an export license to China (including Hong Kong and Macau) and D:5 countries, or to companies headquartered in or with an ultimate parent, for the Company’s H20 integrated bandwidth interconnect. The USG indicated that the license requirement addresses the risk that the covered products could be used or diverted to a supercomputer in China. On April 14, 2025, the USG notified the Company that the license requirement will be in effect indefinitely.
Deepseek is expected to rely on H20
The fact that the new US government would also sanction Nvidia’s H20 had already been suspected. It is said that the chip was not used to train the KI Deepseek, which caused quite a stir earlier this year. The H20 follows the previously sanctioned H800, a derivative of the Hopper H100.
Topics: Graphics cards Artificial intelligence Nvidia Source: SEC
An engineer by training, Alexandre shares his knowledge on GPU performance for gaming and creation.
