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NVIDIA Jensen Huang: Extra Export Restrictions on H20 Chips Could Impact Rev. by Up to US$15B
20 May 2025 04:25
NVIDIA (NVDA.US) CEO Jensen Huang revealed on Monday that the latest U.S. government restrictions on chip exports to China could impact the company's revenue by US$15 billion.

He expressed deep concern over the additional restrictions on H20 chips, further suggesting that the restrictions open the market for Huawei's AI chips in China.

If more companies use Huawei's chips and Huawei can improve its software, it could weaken NVIDIA's software advantage.
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