NVIDIA Faces $15 Billion Revenue Risk Due to US Export Controls

US export restrictions are causing significant revenue concerns for NVIDIA, with estimates projecting a potential loss of $15 billion in sales. These restrictions specifically impact NVIDIA’s H20 AI chips produced for the Chinese market. This situation presents an opportunity for competitors like Huawei, which may see increased adoption if their software capabilities improve. This potential shift could erode NVIDIA’s current dominance in the Chinese market for AI technologies.