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Nvidia expects to lose billions in revenue due to H20 chip licensing requirements

  • Nvidia faces a $4.5 billion charge in Q1 due to licensing requirements impacting its ability to sell H20 AI chip to Chinese companies.
  • An additional $2.5 billion of H20 revenue in the quarter was unable to be shipped due to restrictions.
  • The H20 licensing requirements are expected to result in an $8 billion hit to Nvidia's revenue in Q2.
  • Despite Biden's chip export rules not coming into effect, Nvidia is impacted by the attempt to stifle China's AI market.

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