Nvidia is carefully managing the challenges posed by export restrictions on AI chips to China. U.S. chipmakers, including Intel, AMD, Micron, and Broadcom, are concerned about losing ground in China’s AI market, particularly to competitors like Huawei. According to reports, Intel may require a license to export AI chips to Chinese clients. Nvidia has stated that it adheres strictly to export laws, following them “to the letter,” after halting AI chip sales to China. Meanwhile, stock performance for companies like AMD, Micron, and Broadcom has been affected by uncertainties surrounding AI export rules and tariffs.
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