NVIDIA’s latest revenue was higher than the usual usual, because the last quarter has been turning away in the context of US prices and trade sanctions. On this front, and despite the fact that AI Chip Dev is still performing extraordinarily well, NVIDIA has admitted that export control has completely killed its Hopper Generation GPUS in China.
During the company Recent Q1 Income CallNodia CEO Jensen Huang explained: “The ban on H20 exports has eliminated our Hoper Data Center business in China. We can no longer comply with Hoper. As a result, we are taking a multi -billion dollar written on inventory that we are not selling or selling, but we are not selling, but we are not able to sell it.
Hopper is the former general of the company GPU/AI Excellers architecture. Although its Blackwheel architecture – RTX 50 Series Center is ready to fill data centers despite the previous delays, hopper chips still line up many server racks and they were basic NVIDIA exports to China.
In the past two years, the same scenario has been repeatedly seen: the United States bans what NVIDIA can export to China, NVIDIA has begun exporting China slightly less powerful Hua. Rinse and repeat.
According to Nvidia, no longer, though. Now, there is seemingly no less powerful chip that NVIDIA can comfortably make and export. Newdia Hoper has died in China.
NVIDIA CFO Collete Chris says: “Our approach reflects the loss of about $ 8 billion in H20 revenue for the second quarter.” The H20 Hopper is quiet that NVIDIA was previously exporting to China, and the loss of $ 8 billion for Q2 is much higher than that of a lost company for Q1.
Nvidia had earlier said that due to export restrictions, it could suffer $ 5.5 billion in Q1, but it seems that the amount was finally $ 2.5 billion: “We recognized 6 4.6 billion H20s in Q1. We were unable to send $ 2.5 billion, so Q1 should have a total of $ 7 billion.”
Despite President Trump’s “bold vision”, the company does not agree with its trade sanctions strategy in this regard. Huang says: “The question is not whether China will have AI, it is already. The question is whether the world’s largest AI market will be able to run on the US platform. Protecting Chinese chip makers from US competition strengthens them abroad and weakens US status.”
We have said similarly, and this is definitely an argument to take it seriously. At the same time, however, we can hardly expect the CEO of a chip company to ban its exports from its largest markets.
China’s export restrictions were definitely the point of pointing to the income call, the usual “AI factory” equipment and a plus Silver On this front of the gaming talk, NVIDIA claims to be “Record 8 3.8 billion” gaming revenue, but the wow element revolves around when we remember that Nvidia has pulled out a group of its new GPUs in a very short period of time, so we can expect a flurry number. NVIDIA is all but acknowledges it when it calls Blackwell its “fastest ramp” – this is not “the fastest”, “the biggest”.
However, keeping the trade conversation aside, it seems that Nvidia is Are doing very well In the context of this news. I am sure that the multi -billion company will continue to waving the hoop by waving farewell from China.
