News US AI Diffusion Policy may harm Nvidia's sales — most of the chipmaker's AI GPUs are affected

[Admin]

If the new U.S. export rules become effective, they will affect sales of all Nvidia GPUs to most countries.

US AI Diffusion Policy may harm Nvidia's sales — most of the chipmaker's AI GPUs are affected : Read more

 

[bit_user]

Nvidia seems really nervous about their stock price, especially with the litany of problems they've encountered with their Blackwell datacenter GPUs.

https://www.tomshardware.com/tech-i...recasts-for-2025-prediction-contrasts-ai-boom
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Also:

NVIDIA's Blackwell AI Servers Faced With Overheating & Glitching Issues; Major Customers, Including Microsoft & Google, Start Cutting Down Orders

NVIDIA's Blackwell AI servers are facing a supply chain bottleneck as Team Green fails to resolve the overheating and architectural flaws.

wccftech.com

If you restrict their exports, on top of all that, their stock price seems especially untenable.