Group 1 - The State Administration for Market Regulation (SAMR) of China announced an investigation into NVIDIA for violating antitrust laws, specifically related to its acquisition of Mellanox Technologies [2] - The investigation is based on preliminary findings that NVIDIA breached the Anti-Monopoly Law of the People's Republic of China and conditions set forth in the SAMR's approval of the acquisition [2] - NVIDIA's stock fell over 2% in pre-market trading following the news of the investigation [4] Group 2 - In the second fiscal quarter, NVIDIA did not sell any new H20 chips and only released $180 million worth of inventory to other regions [5] - NVIDIA's revenue outlook for the third quarter is projected at $54 billion, excluding performance from mainland China [5] - NVIDIA's CFO indicated that if the H20 chip restrictions are lifted, revenue from the mainland Chinese market could reach between $2 billion to $5 billion [5]
违反反垄断法,英伟达在中国被进一步调查