SEC filing: Nvidia says it will record a $5.5B quarterly charge after new US rules to require a license to export the H20 chips to China; NVDA drops ~5%

Nvidia said on Tuesday that it will take a quarterly charge of about $5.5 billion tied to exporting H20 graphics processing units to China and other destinations.

CNBC 2025-04-16

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@carnage4life Dare Obasanjo on bluesky
The US bans Nvidia from selling H20 processors to China The company expects to take a $5.5B hit due to lost sales and stock is -6% after hours. — Globalization was fun while it lasted. It's going to be hard for companies to meet growth expectations as their markets are shrinki…
@jenniferlp Jennifer Pawlowicz on bluesky
So much for the GOP's pro-business stance. Trump's policies will slow the growth of one of America's most innovative and promising companies.
@sung.kim.mw Sung Kim on threads
This is incredibly short-sighted. This move will only help Huawei emerge as a serious competitor.
@riddle245 @riddle245 on x
Yeah I think that's likely for the more dramatic move. There was some positive news for h20 plus the exemption news over the weekend just giving back some now
@tradingthomas3 Tom on x
We went from exempting semis and electronics on Saturday, to backtracking on Sunday, and now banning NVDA sales to China. Who is investing into this chaos?
@buccocapital @buccocapital on x
Pretty funny that the investing community draws the line at fucking with Nvidia “This has gone too far!” Too late to go back. At least you get to say retard
@donmiami3 Don Johnson on x
Nvidia down 5% in the after hours after announcing a $5.5bn charge incurred on H20 export ban to China - Nasdaq down about a percent. Semiconductor ‘playboy’ glory story continues to look less & less sexy... the runway is getting shorter for these cyclical names.
@divestech Dan Ives on x
Thoughts on Nvidia H20 China restriction..get used to this news flow in US/China tariff battle but it's a game of high stakes poker and need to buckle seat belt. Look past the chaos. Nvidia the only AI chip in the world..demand not the issue 👇 [image]
@divestech Dan Ives on x
The Nvidia China restriction news that just hit will put pressure on shares and it's a concern...BUT this is all part of the high game of poker going on between US and China. One of the biggest assets the US has is Nvidia..there is one chip in the world building the AI Revolution
@garethsoloway Gareth Soloway on x
Nvidia (NVDA) drops 6% in after hours trading after announcing $5.5 billion in charges related to restrictions on sending chips to China. Semi's also slammed after hours. Nasdaq futures -200.
@stocksavvyshay Shay Boloor on x
THIS IS MY BIGGEST WORRY WITH $NVDA NVIDIA is taking a $5.5B hit this quarter tied to its H20 chips bound for China — a ~15% blow to gross margins in a single reporting cycle. Not because of demand collapse. Not because of pricing pressure. But because of geopolitics. Because [im…
@spencerhakimian Spencer Hakimian on x
Biden placed these original restrictions on Nvidia, to not allow China to get their hands on the latest generation chips. Nvidia spent billions on new less powerful chips that met the U.S. original criteria so it could still sell to China. And now Trump has ruled those same [imag…
@kobeissiletter @kobeissiletter on x
BREAKING: AMD stock, $AMD, falls -8% on news of the US banning sales of Nvidia's H20 chip to China. [image]
@smartertrader Sam Parikh on x
Dan. 1st time I disagree. Trump has “ban all China stocks in USA... baba bidu etc ” the the entire country of China puts pressure on Xi. Nvda sales just collapsed. And more coming. Means the semi ruling in May gonna ban to every country that resells anything to China. It
@drjstrategy James E. Thorne on x
$NVDA Export Licence to export to China.. $5.5B charge. Bloomberg data: forecast $203B in Revenue in 2026. Export licence to export: according to 8K it's for the H20 total charge $5.5B [image]
@geoffreygertz Geoffrey Gertz on x
This is notable, after reports last week admin was leaning toward approving H20 sales. A data point suggesting the China hawks still have some influence in admin deliberations ...
@thezvi Zvi Mowshowitz on x
Whew, we got there. I have never been happier to be able to delete a section from a roundup.
@samsolid57 @samsolid57 on x
This isn't just a chip export issue. This is geopolitical chess, and $NVDA is the queen piece. Poker, dominos, any metaphor is applicable. But the fact of the matter is that this is a risk. Blocking H20 shipments to China isn't about a quarterly charge, it's about reshaping the
@steveyonezu @steveyonezu on x
$NVDA Nvidia reports that the US government is banning their export of H20 products to China for the indefinite future. As a result, the company expects to report a $5.5billion charge for the quarter ending April 27, 2025. [image]
@tysonbrody Tyson Brody on x
nvidia H20 liquidation sale when
@nikitabier Nikita Bier on x
Taiwan is about to be invaded.
@ns123abc Nik on x
NEWS: Nvidia Jensen says the U.S. government has banned exports of its H20 chips to China indefinitely Nvidia left holding a bag of $5.5 billion LMAO [image]
@divestech Dan Ives on x
I am not overly concerned by this news despite the headline and Nvidia remains caught in tariff spiderweb between US and China. Street knows this. Need to look thru this period of vol and news and see forest thru trees. Nvidia only chip in world fueling AI Revolution..demand 🔥
@amitisinvesting Amit on x
futures obviously hate the $NVDA news worst part about this: - Trump just posted about Nvidia positively after their $500B announcement and said they would expedite all their permits - The H20 chip was designed to sell into China without being the most powerfully designed AI [ima…
@divestech Dan Ives on x
DeepSeek situation and worries also played into this in our view ♠️♥️♣️♦️
@firstadopter Tae Kim on x
Wall Street widely expected the H20 to get restricted until that NPR article came out. Welp!
@smartertrader Sam Parikh on x
So Jensen knew for 7 days. And how may at Nvda knew and brought puts Just wow.
@tmtbreakout @tmtbreakout on x
The weird part is the filing says Trump admin told $NVDA on Apr 9th, the same day as the NPR story saying exact opposite...wtf [image]
@rsanti97 Santi Ruiz on x
The admin is blocking the $16 billion batch of chips to China (the news became public a few minutes ago). Very good decision. Posting here as well as at the end of the thread for visibility. [image]
@danielnewmanuv Daniel Newman on x
China has bought ~$16 Billion of NVIDIA H20 in the last two months —CNBC Now an export license will be required. The U.S. wants a lever to slow China AI buildout. And no—China cannot build a competitive part anytime soon. $NVDA [image]
@mackhawk Mackenzie Hawkins on x
NEWS: Trump admin has effectively banned the sale of Nvidia H20 chips in China, the company said in a regulatory filing Aim is to address concerns that H20s “may be used in, or diverted to, a supercomputer in China” Nvidia down about 5% in late trading https://www.bloomberg.com/.…
r/China r on reddit
Nvidia says it will record $5.5 billion charge tied to H20 processors exported to China
r/WallStreetbetsELITE r on reddit
What a fucking shit show. NVDA down pre-market
r/technology r on reddit
Nvidia says it will record $5.5 billion charge tied to H20 processors exported to China

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SEC filing: Nvidia says it will record a $5.5B quarterly charge after new US rules to require a license to export the H20 chips to China; NVDA drops ~5%

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