US introduces new AI chip export restrictions

Ryan Daws is a senior editor at TechForge Media, with a seasoned background spanning over a decade in tech journalism. His expertise lies in identifying the latest technological trends, dissecting complex topics, and weaving compelling narratives around the most cutting-edge developments. His articles and interviews with leading industry figures have gained him recognition as a key influencer by organisations such as Onalytica. Publications under his stewardship have since gained recognition from leading analyst houses like Forrester for their performance. Find him on X (@gadget_ry) or Mastodon (@gadgetry@techhub.social)


NVIDIA has revealed that it’s subject to new laws restricting the export of AI chips to China and Russia.

In an SEC filing, NVIDIA says the US government has informed the chipmaker of a new license requirement that impacts two of its GPUs designed to speed up machine learning tasks: the current A100, and the upcoming H100.

“The license requirement also includes any future NVIDIA integrated circuit achieving both peak performance and chip-to-chip I/O performance equal to or greater than thresholds that are roughly equivalent to the A100, as well as any system that includes those circuits,” adds NVIDIA.

The US government has reportedly told NVIDIA that the new rules are geared at addressing the risk of the affected products being used for military purposes.

“While we are not in a position to outline specific policy changes at this time, we are taking a comprehensive approach to implement additional actions necessary related to technologies, end-uses, and end-users to protect US national security and foreign policy interests,” said a US Department of Commerce spokesperson.

China is a large market for NVIDIA and the new rules could affect around $400 million in quarterly sales.

AMD has also been told the new rules will impact its similar products, including the MI200.

As of writing, NVIDIA’s shares were down 11.45 percent from the market open. AMD’s shares are down 6.81 percent. However, it’s worth noting that it’s been another red day for the wider stock market.

(Photo by Wesley Tingey on Unsplash)

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