Nvidia(NVDA)
Search documents
Nvidia says it will record $5.5 billion quarterly charge tied to H20 processors exported to China
CNBC· 2025-04-15 21:41
Core Insights - Nvidia announced a quarterly charge of approximately $5.5 billion related to exporting H20 graphics processing units to China and other regions, resulting in a 4% decline in stock price during extended trading [1] - The U.S. government has mandated that Nvidia requires a license to export chips to China and several other countries, indicating potential growth constraints due to increasing export restrictions [2] Group 1: Financial Impact - The H20 chip, designed to comply with U.S. export restrictions, is projected to generate between $12 billion to $15 billion in revenue for 2024 [3] - Revenue from China has reportedly decreased to half of pre-export control levels, equating to approximately $17 billion [3] Group 2: Competitive Landscape - Competition in China is intensifying, with Huawei being listed as a competitor for the second consecutive year in Nvidia's 10K filing [4] - The H20 chip is comparable to Nvidia's H100 and H200 AI chips but has slower interconnection speeds [4] - DeepSeek, a Chinese company, has utilized H20 chips in its research to develop a competitive AI model that has disrupted markets [4] Group 3: Regulatory Environment - Nvidia is facing new export restrictions under "AI diffusion rules" set to take effect next month, which were initially proposed by the Biden administration [5]
英伟达美股盘后跌超4%
快讯· 2025-04-15 21:34
英伟达美股盘后跌4.19%，博通、美光科技、AMD、Arm控股、台积电ADR至少跌约0.8%；纳微半导体涨 1.1%，Azenta涨约6%。 半导体ETF SMH跌1.44%。 ...
英伟达(NVDA.O)美股盘后跌幅扩大至3.9%，其一季度有关H20产品的费用为55亿美元。
快讯· 2025-04-15 21:32
英伟达(NVDA.O)美股盘后跌幅扩大至3.9%，其一季度有关H20产品的费用为55亿美元。 ...
美国证交会文件显示，英伟达(NVDA.O)预计2026财年第一季度与H20产品相关的费用约为55亿美元。
快讯· 2025-04-15 21:32
美国证交会文件显示，英伟达(NVDA.O)预计2026财年第一季度与H20产品相关的费用约为55亿美元。 ...