Nvidia Faces $8 Billion Revenue Loss from H20 Chip Export Ban
Nvidia’s H20 chip export ban hits revenue by $8B. Discover how the licensing rules impact the AI chip market in China.
Matilda
Nvidia Faces $8 Billion Revenue Loss from H20 Chip Export Ban Nvidia H20 Chip Export Ban: Why It’s Costing Billions Wondering how Nvidia's H20 chip export ban is affecting the company's revenue? With new licensing requirements disrupting sales to China, Nvidia’s fiscal outlook has taken a sharp hit. The company has confirmed that U.S. chip-export restrictions will slash its revenue by $8 billion in the second quarter of fiscal year 2026. This dramatic drop highlights how the H20 licensing requirements, introduced under U.S. export rules, are reshaping the AI semiconductor landscape and impacting the global chip supply chain. Image Credits:VCG / Contributor / Getty Images A Breakdown of Nvidia’s Financial Hit from H20 Restrictions Nvidia reported a $4.5 billion charge for the first quarter, which ended April 28, due to its inability to ship H20 chips to Chinese customers. This charge, compounded by an additional $2.5 billion in unshipped revenue , brings the total first-quarter impact to around $7 billion. When the U.S. licen…
