Nvidia could be hit hard by the new chip export license. Analysts warn the big decision is still to come.
Briefly

Nvidia is facing new export license regulations from the Trump administration that will affect its ability to sell accelerated chips to China and other nations. The unexpected announcement led to a significant drop in Nvidia's stock and raised concerns about future revenue. Analysts described the situation as "disruptive" and suggest that the lengthy licensing process will severely impact sales, especially for its H20 chip meant to comply with export restrictions. The company's projected inventory write-down of $5.5 billion further emphasizes a bleak outlook regarding successful license approvals.
Nvidia faces new export license rules from the Trump administration, impacting its revenue and stock prices, with analysts anticipating a lengthy licensing process.
Analysts described the new regulations as "disruptive" and warned that significant inventory write-downs foreshadow poor optimism about future sales.
Read at Business Insider
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