New US trade restrictions affect a large number of products at Nvidia. The primary target is China, but other countries such as Saudi Arabia, UAE, Vietnam, etc. can also be found on the list. However, this does not constitute a ban on trading, but an application for a license must be submitted in advance.
Nvidia’s list of affected products has become much longer with the new trading restrictions, as vulnerabilities such as the A800 and H800 AI accelerators, which resulted in lower performance, have now been closed. But Nvidia’s best gaming chip is now also on the list for a possible solution – in the past the switch via consumer cards has already been taken. The following GPU families are affected: A100, A800, H100, H800, L40, L40S, and RTX 4090, as well as DGX and HGX systems based on them.
However, the guidance goes further in order to be able to address future products directly and not have to constantly keep up with developments. So trade restrictions are now closed.”Future NVIDIA circuits, boards or integrated systems” that exceed a certain level of performance – in general, this should be at least every subsequent GPU product mentioned.
No financial impact is expected in the short term
The restrictions are bad for Nvidia, but they couldn’t come at a better time — if there ever was a time in such a matter. GPUs continue to enjoy very high demand, which is why the company does not expect any immediate significant impact on the financial result even without operating in the mentioned markets (PDF).
Given the strong demand for our products around the world, we do not expect additional restrictions to have a material near-term impact on our financial results.
Nvidia
AMD and Intel are also likely to be affected
Nvidia is in the spotlight for the decisions, but AMD and Intel are also unlikely to escape the new restrictions without restrictions. At AMD, this will likely affect the current Instinct MI200 series and all future MI300 solutions anyway. Intel’s Gaudi2 card, which has also been adapted for China, is also likely to fall within the guidelines. Intel’s hoped-for recovery in the region, which was clearly targeting China, is likely to be slower than originally planned, although Intel did confirm at its internal innovation expo that other markets are also growing.
