Nvidia expects $5.5 billion in charges tied to the Trump administration's new export restrictions on H20 chips to China
1. Nvidia projects $5.5 billion charges due to export restrictions on H20 chips. 2. Charges will affect Q1 earnings, leading to a 5% stock slide. 3. Export rule targets compliance for U.S.-China semiconductor dynamics. 4. Trump administration explores tariffs to boost domestic chip manufacturing. 5. Nvidia commits $500 billion to U.S. AI infrastructure over four years.