Financial Times:

Sources: Intel told its Chinese clients last week that sales of some AI chips would require a license; Nvidia was blindsided by Trump's curbs on its H20 chips  —  US chipmaker reveals $5.5bn impairment, while full hit to China revenues could surpass $10bn  —  Nvidia has been caught by surprise …

Financial Times:

Sources: Intel told its Chinese clients last week that sales of some AI chips would require a license; Nvidia was blindsided by Trump's curbs on its H20 chips  —  US chipmaker reveals $5.5bn impairment, while full hit to China revenues could surpass $10bn  —  Nvidia has been caught by surprise …

Source: TechMeme
Source Link: http://www.techmeme.com/250416/p45#a250416p45