Nvidia has not disclosed the reason for the accelerated timeline but does not anticipate a near-term impact on its earnings due to the move. Other semiconductor companies, including Advanced Micro Devices and Intel, are also affected by the restrictions. While AMD has not yet responded to requests for comment, Intel is currently reviewing the regulations and assessing their potential impact.
Key takeaways:
- The US has instructed chip designer Nvidia to immediately stop exporting some of its high-end artificial intelligence chips to China, advancing the deadline that was initially set 30 days after 17 October.
- The restrictions were part of measures announced by the Biden administration to prevent countries like China, Iran, and Russia from receiving advanced AI chips designed by Nvidia and others.
- Other semiconductor companies like Advanced Micro Devices are also affected by these restrictions, and Intel is currently reviewing the regulations and assessing their potential impact.
- The US export bar specifically affects Nvidia’s modified advanced AI chips A800 and H800, as well as the A100, H100 and L40S chips, all of which were designed for the Chinese market.