![]() ![]() ![]() The new licensing requirements will also be implied on any future chip designs developed by NVIDIA that have a threshold greater than or equivalent to A100. ![]() The government has also banned NVIDIA from exporting DGX or any other systems that incorporate A100 or H100 integrated circuits. government informed it on Aug 26 about imposing a new licensing requirement, effective immediately, for its A100, A100X and forthcoming H100 integrated circuit sales in China. In a filing with the SEC, NVIDIA disclosed that the U.S. Let's cover the juicy news first and then we'll see what the quarter and guidance did to sales and profit projections. government told it to stop exporting top artificial intelligence chips to China. Then a week later, the chip maker revealed that the U.S. The bad news is all about NVDA where the quarterly results and outlook moved analysts to lower estimates further. The good news is that Ben is away welcoming his second child into the world. Word was that the Gaming segment was about to miss expectations.Ī few things have occurred since. In mid-August, my colleague Ben Rains profiled NVDA as the Bear of the Day because analysts were dramatically lowering EPS estimates ahead of the company report on August 24. NVIDIA NVDA has fallen from its throne as the King of AI among semiconductor companies. ![]()
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