NVIDIA said on April 9, 2025 that the U.S. government, or USG, informed it that a license is required to export H20 integrated circuits and any other circuits achieving the H20's memory bandwidth, interconnect bandwidth, or a combination thereof, to China (including Hong Kong and Macau) and D:5 countries, or to companies headquartered or with an ultimate parent therein.

1. 01

   NVIDIA said on April 9, 2025 that the U.S. government, or USG, informed it that a license is required to export H20 integrated circuits and any other circuits achieving the H20's memory bandwidth, interconnect bandwidth, or a combination thereof, to China (including Hong Kong and Macau) and D:5 countries, or to companies headquartered or with an ultimate parent therein.

2. 02

   The company said the USG indicated that the license requirement addresses the risk that the covered products may be used in, or diverted to, a supercomputer in China. The requirement also applies to companies headquartered in, or with an ultimate parent in, China or D:5 countries.

3. 03

   The company said that on April 14, 2025, the USG informed it that the license requirement will be in effect for the indefinite future.

4. 04

   The company said its first-quarter results for fiscal 2026, ending April 27, 2025, are expected to include up to $5.5 billion of charges for H20 products related to inventory, purchase commitments, and related reserves.

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