TechFlow news, April 16 — According to Reuters, the U.S. Department of Commerce announced new export license requirements for artificial intelligence chips including NVIDIA's H20 and AMD's MI308. NVIDIA expects to record charges of up to $5.5 billion in the first quarter of fiscal year 2026 related to H20 products, including inventory, purchase commitments, and associated reserves.
The report stated that the U.S. Department of Commerce informed NVIDIA on April 9 that licenses would be required to export the H20 chip to China, and confirmed on April 14 that this rule would be implemented indefinitely.
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