According to Reuters, the H20 is one of the most advanced AI chips, and has been expected to play a central role in an attempt to maintain presence in some AI markets that are growing rapidly.
Although H20 is not superior to the ability to train AI model compared to NVIDIA's international chips, it has high competitive performance during the reasoning stage - the process that AI responded to users.
This is the fastest growing segment in the current AI chip market. Nvidia CEO Jensen Huang, once affirmed the company has a great advantage to lead in this field.
However, the US government announced from 9.4 that the H20 chip will need an export license, and by April 14, this provision is confirmed to be involved in indefinitely.
Although the H20 has lower calculation efficiency than other high -end chips, the ability to connect high speed with memory and other processor chips makes it still potentially used in supercomputers - the field has been limited by the US since 2022.
The Institute for Progress Research Institute suggests that some businesses have used the H20 chip in the system that exceeds the allowed limit. According to this group, Tencent has installed H20 in a large model training facility, capable of violating current control. Deepseek's system can also be in this area.
The US Department of Commerce confirmed that it is implementing new licensing requirements for NVIDIA's H20 chips, MI308 of AMD and equivalent products. The Ministry emphasized the protection of national security and economy is a top priority under the direction of the president. It is not clear how many export licenses will be approved, if any.
NVIDIA stock price fell by about 6% in the aftertime session, while AMD shares lost 7%. NVIDIA said the $ 5.5 billion damage includes inventory costs, commitment to purchase and provisions related to H20 products.
This information was released just a day after NVIDIA announced the plan to build AI server system worth up to $ 500 billion in the US in the next four years, with cooperation from partners like TSMC, in line with the direction of promoting the domestic production of Trump administration.
