Nvidia expects to lose billions of revenue due to H20 chip licensing requirements
NVIDIA has released figures on how the Trump administration’s recent chip export restrictions are affecting business as it reports revenue for the first quarter of fiscal 2026, which ended April 28th.
nvidia Reported that a fee of $4.5 billion has been incurred Q1 is due to licensing requirements that affect the ability to sell H20 AI chips to Chinese companies. The chipmaker also reported that it was unable to ship an additional $2.5 billion in H20 revenue in the quarter due to restrictions.
When US licensing requirements were first announced in April, the company It said it expects a $5.5 billion related fee For Q1.
Nvidia also said Wednesday that the H20 licensing requirements will hit the company’s revenues by $8 billion in second quarter. This is projected to be around $45 billion.
The company is frank In response to the Trump administration’s push to restrict exports of American-made AI chips to countries including China. Han praised The administration’s recent decision to scrap Joe Biden’s artificial intelligence spreading rules This would have imposed additional chip export restrictions.
in spite of Biden’s chip export rules are unbearableNvidia is clearly not immune to the Trump administration’s attempts to curb China’s AI market.
TechCrunch will update this story in detail.
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