The American chip giant Nvidia announced Tuesday that the new semiconductor export restrictions to China will cost him $ 5.5 billion in exceptional load in the first quarter. Its action immediately fell on the stock market.
The US government said last week to the Californian group that he should now obtain a license to export certain artificial intelligence chips (AI) to China and other countries, according to a document deposited by the company with the SEC, the American stock market gendarme.
The course of the NVIDIA action fell by more than 5% during exchanges after the end of the New York Stock Exchange.
Under the former American president Joe Biden and now under the current Head of State Donald Trump, the United States has prohibited or restricted the exports of the most sophisticated processors to China, in particular those which allow to develop advanced AI technologies and superordinators. Washington is thus trying to keep its lead in this sector, and prevent Beijing from developing certain military applications.
The export license now required by the American executive concerns H20 chips, specially designed by Nvidia to be sold in China while respecting the restrictions. The H20 are comparable to the ia H100 and H200 fleas used in the United States, but less efficient and less fast.
DeepSeek
“The first quarter results should include up to around 5.5 billion dollars in charges associated with H20 products [à cause des coûts] Stocks, purchasing commitments and linked reserves, “Nvidia detailed in the document at the dry. The first quarter of its annual fiscal fiscal year corresponds to the period from February to April 2025.
The phenomenal success of Chatgpt and the generative artificial intelligence race (IA) propelled Nvidia at the top 3 of stock market capitalizations, because its chips are the most sought after on the market. Its annual turnover has exceeded the symbolic threshold of $ 100 billion.
But the launch at the end of January of Deepseek, a generative IA interface of the Chinese start-up of the same name, caused an earthquake to Wall Street and accentuated the concerns of the authorities about China.
Deepseek was indeed developed without the H100, Nvidia microprocessor-star, and only with a reduced number of less efficient fleas.
During the conference on the quarterly results of his company in February, the boss Jensen Huang stressed that the revenues made in China had halved compared to their level before export controls. He regularly warns that Chinese competition is progressing quickly.
This article was published automatically. Sources: ATS / AFP
