Nvidia's share price dropped by approximately 6% in extended trading after the company projected related expenses of $5.5 billion for the first quarter of fiscal year 2026, ending April 27, 2026.

H20は、Nvidiaが今も昔も中国に輸出できる最も進んだAIチップです。先週、NPRは、CEOのジェンセン・フアン氏が、ドナルド・トランプ元大統領のMar-a-Lagoリゾートでの夕食中に、新しいH20の輸出制限を交渉で免れたかもしれないと報じました。Nvidiaは、その見返りとして、アメリカ国内のAIデータセンターに投資することを約束したと伝えられています。

Simultaneously, Nvidia declared on Monday its intention to invest hundreds of millions of dollars over the next four years to domestically manufacture certain AI chips, a commitment swiftly criticised by commentators for lacking sufficient detail.

Several government officials wanted stricter rules for sending goods out of the country. They thought the Chinese AI company DeepSeek used H20 chips to train their AI models. One of these models was the R1 "reasoning" model, which had a big effect on the US AI market in January.

Nvidiaは本件に関するコメントを差し控えることを選択した。