Nvidia expects to lose billions in revenue due to H20 chip licensing requirements
1. Nvidia reports $4.5 billion charge due to export restrictions. 2. An additional $2.5 billion H20 revenue lost in Q1. 3. Q2 revenue impact estimated at $8 billion due to licensing. 4. Nvidia opposes Trump’s export limits on AI chips to China. 5. Biden's proposed export restrictions were scrapped, but impacts remain.