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一夜惊喜结局:第三根手指的痛感加剧,让我不得不寻求紧急

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  英伟达周二表示,将因出口H20图形处理单元而在本季度记录约55亿美元的费用。

  该公司股票在盘后交易中下跌近5%。

  美国政府在拜登执政期间,于2022年对人工智能芯片出口实施了限制,随后在次年更新了相关规定,以阻止更先进的人工智能处理器的销售。

  英伟达周二表示,将因出口H20图形处理单元而在本季度记录约55亿美元的费用。该公司股票在盘后交易中下跌超过6%。

  英伟达在一份文件中称,4月9日,美国政府告知该公司,向几个国家出口这些芯片需要许可证。

  这一披露是迄今为止最强烈的迹象,表明英伟达历史性的增长可能会因对其芯片的出口限制增加而放缓。英伟达将于5月28日公布第一财季业绩。

  在拜登总统执政期间,美国于2022年限制了人工智能芯片的出口,随后在次年更新了相关规定,以阻止更先进的人工智能处理器的销售。H20是一款专门设计的人工智能芯片,旨在符合美国的出口限制规定。其在2024年产生的收入估计在120亿至150亿美元之间。

  根据英伟达的年度报告,在截至1月的财年中,其超过一半的销售额来自美国公司。

  英伟达的H20芯片与美国及其他国家使用的H100和H200人工智能芯片相当,但它的互联速度和带宽较慢。它基于2022年推出的名为“霍珀”(Hopper)的上一代人工智能架构。

  除了现有的出口管制外,从下个月开始,根据拜登政府最初提出的“人工智能扩散规则”,英伟达在其可以出口的产品方面还将面临新的限制。

  英伟达一直认为,对其芯片的进一步管制将抑制竞争,甚至可能削弱美国在科技领域的竞争力。该公司此前曾表示,在2022年的出口管制实施后,它已将一些业务,包括测试和分销迁出了。

  在上个月公司的年度会议上,当被问及出口管制时,黄仁勋表示英伟达会努力遵守法律。

  英伟达在周二的文件中称,美国政府在周一告知该公司,对H20芯片的许可证要求将“无限期”生效。

  英伟达的股价今年已下跌16%,主要原因是特朗普总统宣布对主要贸易伙伴广泛征收关税。尽管对包括智能手机、电脑和半导体在内的各种电子产品给予了豁免,但特朗普和一些官员上周末表示,这一豁免是暂时的,并且是对该行业实施单独关税计划的一部分。

  在英伟达披露这一消息后,美国超微半导体公司(AdvancedMicroDevices)的股票在周二的盘后交易中下跌超过7%。人工智能芯片制造商博通(Broadcom)的股价下跌近4%。

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