Additional U.S. export restrictions will not make NVIDIA's position worse on the Chinese market

Additional U.S. export restrictions will not make NVIDIA's position worse on the Chinese market

For NVIDIA, the main innovation of the United States authorities with regard to trade with China has been the restriction on the supply of components that allow the creation of supercomputer systems capable of producing more than 100 petaflops from an area not exceeding 600 m2.2 According to the representatives of NVIDIA, such a rule would not significantly affect the company ' s position as compared to the previous stage of export restrictions.

Last month, it will be recalled that the NVIDIA authorities had to admit that a ban on the supply to China of boosters above A100 would deprive it of approximately $400 million of revenue.