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  The United States has intensified its technological restrictions on China by imposing new export controls on advanced AI chips, significantly impacting companies like Nvidia and AMD. ​ 🔒 New Export Controls on AI Chips The U.S. government has mandated that Nvidia's H20 AI chips and AMD's MI308 chips now require export licenses for sales to China, with these licenses being indefinitely suspended. This action aims to prevent the use of these chips in Chinese supercomputers, which could enhance military capabilities. As a result, Nvidia anticipates a $5.5 billion charge due to unsellable inventory and canceled orders, while AMD expects an $800 million impact.   🇨🇳 Focus on DeepSeek AI The restrictions are partly in response to concerns about Chinese AI advancements, particularly the emergence of DeepSeek, a low-cost AI model that has disrupted the global AI landscape. U.S. officials are considering further penalties to prevent Chinese AI companies like DeepSeek from a...

  Nvidia's stock fell over 6% in after-hours trading on Tuesday following the U.S. government's implementation of new export restrictions on its H20 AI chips to China. The company announced it would incur a $5.5 billion charge in its fiscal first quarter due to unsellable inventory and canceled orders resulting from these restrictions .​ The H20 chip, designed to comply with prior export controls, was the most advanced AI processor Nvidia could sell to China. However, the new mandate requires an export license for these chips, which analysts believe will not be granted, effectively ending Nvidia's ability to sell the H20 chip in China .​ In response to the export restrictions, Nvidia plans to invest up to $500 billion in U.S.-based AI infrastructure, including the construction of AI supercomputers in Texas in partnership with Taiwanese contract manufacturers .​ Despite these efforts, the immediate financial impact is significant, with the $5.5 billion charge reflect...