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The commitment reached Jensen Huang, the general director of Nvidia, and Donald Trump At the end of last week In the restaurant of the Mar-A-Lago Tourist Complex of Palm Beach (Florida) It was a mirage. Wet paper During the last weeks several filters anticipated that the Department of Commerce, which under Trump’s mandate is being led by Howard Lutnick, intended to prevent the chip for artificial intelligence (AI) NVIDIA H20 I continue to arrive in China.
At the current situation for the company directed by Jensen Huang this GPU is very important. In fact, her engineers designed her to have a chip for the people who could deliver to her Chinese clients when US sanctions They prohibited Nvidia for sale in the country led by Xi Jinping of the GPU A800 and H800as well as graphics cards with chip GeForce RTX 4090. Previously the Department of Commerce had also radically restricted the sale in China of the GPUs A100 and H100the most advanced of Nvidia at that time.
Nvidia’s success in China has the days counted
The reception they have given to the GPU H20 The Chinese clients of Nvidia has been very good despite the fact that the capabilities of this chip are clearly lower than those of the other proposals for the this company. In fact, initially the Department of Commerce allowed its sale in China because this integrated circuit met the restrictions it had imposed. And despite its limitations its sales in China 50% quarter to quarter have grown Since he arrived in this market in mid -2024.
The US Department of Commerce has imposed export restrictions on China from the GPU H20
Despite all this era of bonanza for Nvidia in China is about to finish. And finally the leaks have been fulfilled: the US Department of Commerce It has imposed restrictions to the export to China of the H20 GPU, and this in practice means that this chip presumably It will not reach Chinese clients in Nvidia. During the dinner I have mentioned in the first lines of this article Jensen Huang presumably committed to Donald Trump to invest more money in data centers for the US.
In return, Nvidia could continue selling its H20 GPU in China. After all, this is the chip that currently supports its business in this Asian country. But This pact has faded. And the company led by Jensen Huang is already paying it. His shares have fallen 6% and Nvidia has announced that this prohibition will cause a hole in its accounts of 5.5 billion dollars due to the commitments linked to the H20 GPU that the reserves of this chip had already acquired that it will finally not be satisfied. Among the Chinese clients who have bought large amounts of this GPU, and who presumably planned to continue doing it, are Tencent, Alibaba or Bytedance.
Image | Nvidia
More information | Bag and Securities Commission | Reuters | SCMP
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