Amazing Nvidia by Trump’s restrictions in millions of dollars in a sales of China sales

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NVIDIA has been arrested by the new export controls of Donald Trump on the best -selling artificial intelligence chip in China, leaving the chip maker and its customers to assess the damage caused by the last Salvo in the United States in an escalating trade war.

The semiconductor giant is 2.7 Triton The cost of $ 5.5 billion On Tuesday’s night related to the control of the new United States on its sales to China, while the industry is not aware that the result of NVIDIA’s revenue may reach more than $ 10 billion.

During the reign of CEO Jensen Huang, the American chips maker told her Chinese agents last week that the sales of some advanced artificial intelligence treatments will begin to request a license, according to an e -mail message that was reviewed by financial times and people who have knowledge of discussions.

According to two persons, NVIDIA has believed the H20 GPA (GPU) – a less powerful version of artificial intelligence chips designed to meet the previous export controls of Washington – is likely to be exempted from the requirements.

After a meeting with Trump at his residence in Florida in Mar Lago earlier this month, NVIDIA executives with the impression that they could escape the enforcement of any restrictions, adding the company’s plan to invest $ 500 billion in the United States, and impressed the president.

This is what NVIDIA told Chinese clients, including Alibaba, BYDEDANCE and Tencent, that H20S orders will not be affected.

After that, NVIDIA was deepened as Trump decided to top the H20 export, a product owned by Chinese technology groups rely on In their efforts to challenge their global peers to develop large language models.

Chinese -frustrated technology companies complained that there is not enough warning about this main change in politics, but they realize that the transformation exceeds the control of NVIDIA, according to people with knowledge of modern discussions.

Amnesty International’s request in China yet jumped DibsicThe successful launch of the low -cost thinking model has led local companies to nearly $ 17 billion to the H20 potatoes this year, according to a person.

While NVIDIA usually takes more than six months to provide such chips, most of this year’s orders of their Chinese customers have not yet been filed, and may be affected by the latest American restrictions.

The strike of $ 5.5 billion to the profits that have been often announced is the cost of the materials that will be used to produce such requests, relevant penalties and operational costs for not submitting them based on agreed conditions. The actual revenues affected by China can be more than $ 10 billion, which is the estimated person.

Technology giants in China are racing to find an alternative to H20, while new Trump export controls can greatly help in the sales of local manufacturers led by Huawei, which were pushing to produce more artificial intelligence treatments.

It is still unclear how Chinese groups can apply for a license to obtain the H20S and on what basis will be issued.

Intel told its Chinese clients last week that the chips that require a license to export to China if they had: DRAM’s total domain width is 1400 GB per second or more; I/O 1100 GB or more; Or a total of both 1700 GB per second or more, according to the company’s email. The Intel’s Gaudi series as well as the H20 from NVIDIA exceeds these requirements.

NVIDIA refused to comment. Intel, House House and Hearge did not respond immediately for the requests for comment.

Additional reports by Dimitri Sevastopolo in Washington, DC