英伟达：财测将剔除中国市场！

Core Viewpoint - NVIDIA's CEO Jensen Huang announced that due to the high uncertainty surrounding U.S. chip export bans, future revenue forecasts will exclude the Chinese market entirely [2] Group 1: Impact of U.S. Export Regulations - NVIDIA's H20 chip, designed for the Chinese market, faces shipment restrictions due to new U.S. export regulations, leading to a complete removal of Chinese revenue from future financial forecasts [2] - In the first quarter, NVIDIA experienced a revenue loss of $2.5 billion due to these export restrictions, alongside a $4.5 billion loss recognized from excess inventory [2] - U.S. Commerce Secretary Gina Raimondo reiterated that the U.S. will not provide its best chips to China, instead using components like aircraft parts and ethane as negotiation leverage [2] Group 2: Product Adjustments and Market Strategy - In response to the U.S. chip ban, NVIDIA launched a downgraded version of its AI chip, the H20, which has lower AI computing performance compared to the standard H100, with shipments to China expected to start in the first half of 2024 [2] - Despite some media reports suggesting a potential easing of chip export controls to China, it is unlikely that the most advanced AI chips from NVIDIA will be included in any relaxation of these restrictions [2]