US bans shipments of advanced computing accelerators to China and Russia - NVIDIA could lose $400 million

The United States has banned AMD and NVIDIA from supplying advanced computing accelerators to China and Russia.

The "red" manufacturer does not believe that this will have an impact on the financial performance, butIn the "green" camp, they have already begun to count possible losses.

What is known

Let's start with AMD.Its representatives stated that the Instinct MI250 accelerators were included in the list of sanctioned products, while the Instinct MI100 was not banned. AMD believes that the sanctions will not have a negative impact on business due to small trade turnover with Russia and China. But the company's shares still fell - by 3.8%.

It is assumed that the need to ban the supplyaccelerators was determined based on the performance level of the NVIDIA A100 Ampere generation. In the case of NVIDIA, the A100 and H100 lines were initially banned. After the appearance of this information, the manufacturer's shares fell by more than 6%.

NVIDIA has announced that it will cut off shipmentsaccelerators to China and Russia can lead to a loss of 10% of income. This is due to the fact that the American company has already signed contracts for a total of $400 million. But NVIDIA immediately promised to apply for an export license, which would allow deliveries despite the sanctions and, as a result, keep part of the proceeds. The company later said that the authorities allowed it to sell the H100 chips.

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