Nvidia Faces $8 Billion Revenue Hit from U.S. Export Controls on AI Chips to China

Jun 13, 2025 (24 hr ago)

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U.S. export restrictions on AI chips to China have forced Nvidia to write down $4.5 billion and expect $8 billion in missed sales in its fiscal second quarter.

Export Controls and Financial Impact

Nvidia expects to lose around $8 billion in Chinese revenue this quarter due to U.S. export restrictions on AI chips4
The company has taken a $4.5 billion write-down due to these restrictions, significantly impacting its financial performance1

Competitive Threat from AMD

AMD's Instinct MI355X accelerators surpass Nvidia's Blackwell GPUs in inference performance while offering a significant cost advantage3
AMD is building full-stack solutions to rival Nvidia's proprietary end-to-end ecosystem, with plans to launch these systems next year3

New Product Launches

Nvidia has announced the launch of its GB300 Blackwell Ultra processors and its upcoming Rubin AI GPU, which will compete with AMD's MI400 line of chips1
Nvidia has unveiled Isaac GR00T, the world's first open, fully customizable foundation model for humanoid robots2

Regulatory Developments

There may be a thaw in U.S.-China trade relations, with some tech curbs potentially being rolled back in return for rare metal exports4
Arm CEO Rene Haas warned that U.S. export restrictions could backfire, hurting global innovation and shrinking market opportunities4

Leadership Comments

Jensen Huang, NVDA's CEO, suggested that humanoid robots like Tesla's Optimus could be the first to achieve mass production and advanced technical capability2
Huang expressed hopefulness about quantum computing, stating it is reaching an inflection point, and highlighted Nvidia's chip support for quantum computing5

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