Updated:NVIDIA subsequently announced that it had obtained approval from the US government to continue providing A2023 GPUs to US customers for products shipped to China until March 3, and to continue fulfilling orders for A100 GPUs and H2023 GPUs in September 9. Related orders and logistics will be handled through NVIDIA's office in Hong Kong. In addition, NVIDIA will be allowed to continue providing H100 GPUs for export, re-export, and transfer within the United States.
In recent years, high-tech products exported to China and other regions in the United Statesto be regulatedAfterwards, the US government has also begun to require companies such as NVIDIA to restrict the export of their products used for artificial intelligence technology applications to China and Russia.
According to NVIDIAFiling information with the U.S. Securities and Exchange CommissionNVIDIA has confirmed that the US government has restricted exports of its existing A100 supercomputer and the upcoming H100 supercomputer to China and Russia. As a result of these restrictions, NVIDIA expects its third-quarter revenue to decrease by at least $4 million, with the majority of the losses occurring in the Chinese market.
The US government's request stems from its belief that the Chinese and Russian militaries could potentially use these products to build weapons that could threaten the US, and therefore demands that NVIDIA impose restrictions. AMD, on the other hand, appears to have been subject to the US government's demands, potentially impacting sales of its MI250 accelerator card, though this impact is likely to be less severe than that of NVIDIA.
However, the US government has not completely blocked Chinese companies from obtaining products from NVIDIA and AMD. However, the prerequisite is that they can only obtain relevant products from NVIDIA and AMD after obtaining relevant licenses. At that time, it may be possible that Qualcomm will be allowed to supply processor products to Huawei again, but it will not include 5G connectivity, resulting in the Snapdragon series processors currently used in Huawei phones being blocked.Both only support 4G network specifications.
