- Nafidia It does not include the Chinese market in its financial expectations CEO Jinsen Huang told CNN on Thursday as a result of the strict exports that hinder business with the country. Huang has repeatedly criticized the Trump administration’s export restrictions as limiting the opportunities for manufacturing and growth in the United States. Export controls may be reduced as a result of a commercial deal with China in exchange for increasing access to rare land.
AI NVIDIA chips will not include Chinese business in her financial expectations after President Donald Trump’s efforts to tighten export controls on China.
CEO Hennish Huang CNN said On Thursday, the commercial deal between the United States and China will be a “great reward”, but it did not depend on this result.
He said: “I have told all our investors and shareholders that, to move forward, our expectations will not include the China market.”
The Ministry of Commerce started last month a A series of export control tools This would eliminate the “spread” base in the Biden era, which limits the number of chips that other countries can buy, while “also warning the public of the possible consequences to allow us to Amnesty International to use in training and overlapping the Chinese artificial intelligence models.” After weeks, it was said that the administration restricts the software design companies such as Summaries and Siemens From sale to China without a US government license, According to Bloomberg.
While Huang described the removal of the “spread” base as it helps in promoting American manufacturing, he is concerned about the trade campaign with China will have an opposite impact. The export controls on China had a concrete effect on NVIDIA, which, despite the reporting 69 % increase in quarterly revenueThe company said that the 2.5 billion dollars in revenue from the inability to charge H20 chips to China. Nafidia H20 chipsThe least powerful of their Blackwell counterparts is specially designed to comply with the US export controls in the country and resulted in a $ 4.5 billion fees due to the excessive stock, which is still less than $ 5.5 billion.
Huang wider wider the risk of export controls. Multiply On previous comments Instead of cutting China from a prosperous resource in the American semiconductor chips, restrictions already motivate the country to start its development efforts.
“The goals of export controls are not achieved,” Huang told CNN. “Whatever the goals that were discussed in the beginning, (they) it does not apparently work. Therefore, I think, with all export controls, the goals should be tested and tested well over time.”
The Ministry of Commerce did not respond immediately luckRequest to comment. NVIDIA refused to comment after Huang’s comments.
The future of export controls
While Huang will not want to deliver NVIDIA work in China to Huawei “On a silver plate,” according to the administrative director of Wedbush Dan Evz, the CEO also surrenders with investors by reducing China from the profit and revenue expectations in NVIDIA.
“It is a 10 % politician, 90 % CEO,” luck. “It should be careful for their financial guidelines, given the China variable.”
However, Evis agreed with Huang that export controls are a problem in making the entire United States, on the pretext that it would provide an opportunity for China to catch the executive progress in the United States. The CEO of Huawei Ren Zhengfei told government media on Tuesday that China’s chips are One generation behind Nvidia, but the company finds solutions to improve performance.
“This is an ongoing work,” said Ives. “For the first time in 30 years, the United States is moving to China when it comes to technology. It does not want China to give the opportunity to jump in the United States again.”
There is a big carrier star next to the state of export, such as the United States and China Place the final touches on a commercial framework After London officials met earlier this week. As part of the commercial deal, China may consider accelerating the issuance of rare export licenses in Earths in exchange for technology restrictions to make semiconductor chips.
“It appears that some controls in the United States have been presented in recent weeks, including semiconductor design programs, as part of the deal,” said Jeffrey Gertz, a new American security colleague and a former National Security Council official. LinkedIn post Wednesday.
He added: “The basic point is that (the American government) has now opened the door to negotiate export controls, and so (China) (and others) will continue to pressure this point.”
This story was originally shown on Fortune.com
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