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 shipping restrictions due to U.S. export regulations, leading to a complete removal of expected revenue from China in future forecasts [2] - The company experienced a revenue loss of $2.5 billion in Q1 due to these restrictions and recognized a $4.5 billion loss from excess inventory [2] - U.S. Commerce Secretary 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 - 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 [2] - The H20 chip is set to begin shipping to the Chinese market in the first half of 2024, but it requires an export license due to the upgraded U.S. export controls [2] Group 3: Future Outlook - Huang expressed skepticism about the possibility of a new round of negotiations between the U.S. and China leading to the lifting of the export bans, prompting the decision to exclude Chinese market revenue from forecasts [2]