us tightens nvidia gpu export rules, nvidia objects
Washington, D.C., Tuesday, 9 September 2025.
the united states is considering tighter export restrictions on nvidia’s high-end gpus. the restrictions target gpus with a processing capacity of 4,800 or more. this move aims to curb the export of advanced ai chips. nvidia has voiced strong opposition. they fear significant impacts on revenue and market position. the potential ban is driven by the chip act. it highlights ongoing efforts to maintain us leadership in ai. nvidia’s cfo mentioned that h20 sales in china could reach $5 billion if tensions ease.
nvidia’s market stance
Nvidia’s opposition to the export restrictions highlights the potential damage to its competitive edge [1][2][3]. Nvidia believes the proposed gain ai act would limit global competition in advanced chips [1][2]. They also think it could negatively impact the united states’ economic leadership [1][2]. A spokesperson stated nvidia would never deprive us clients to serve others [1][2]. Nvidia views the act as addressing a non-existent problem that would curb competition across industries using mainstream computing chips [1][2].
revenue impact
The chinese market is crucial for nvidia. Last fiscal year, 13% of nvidia’s revenue came from mainland china [1][2][3]. Nvidia aims to sell more ai chips in china to boost revenue [1][2][3]. The us government, however, seeks to limit advanced ai chip exports to china [1][2][3]. Nvidia is working to secure licenses for next-generation, china-specific ai gpus [1]. Nvidia’s b40 chip is expected to use gddr7 memory to avoid us export restrictions on hbm memory [1].
competitive dynamics
Nvidia and critics of export controls suggest allowing chinese firms to use nvidia’s ai chips [1][2][3]. These chips work with nvidia’s software tools [1][2][3]. This approach prevents developers from fully switching to huawei [1][2][3]. Nvidia has reportedly requested samsung to double its gddr7 memory production, linked to the b40 ai gpu for china [1]. This order is estimated at 1.026 billion yuan [1]. Samsung is also reportedly supplying hbm3e memory for nvidia’s latest blackwell ultra [1].