Nvidia CEO says next chip after H20 for China won't be from Hopper series
1. Nvidia faces sales restrictions on the Hopper H20 chip in China. 2. CEO Huang confirmed no new version of the Hopper chip will be released.
FAQ
Why Bearish?
The U.S. government's restrictions on sales could hinder NVDA's growth in a major market. Historical precedents show that geopolitical tensions can significantly impact tech companies' revenues, as seen with Huawei's decline following similar U.S. sanctions.
How important is it?
The article directly discusses significant sales limitations in a key market, which is likely to impact revenues. Given the size of the Chinese market for AI and semiconductor products, this issue carries substantial weight.
Why Short Term?
Immediate impacts from sales restrictions will likely affect NVDA's quarterly performance. If the situation escalates, long-term implications may arise, but short-term sales may be notably impacted first.