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Form 8-K · Current Report · Filed 2025-04-15

US Government Announces License Requirement for Certain NVIDIA Products Exports to China and D:5 Countries

On April 9, 2025, the U.S. government informed NVIDIA Corporation that a license is required for the export of its H20 integrated circuits and other circuits achieving the H20's performance metrics to China (including Hong Kong and Macau) and D:5 countries, or entities based therein. This requirement is intended to address the risk of these products being used in, or diverted to, a supercomputer in China. The license requirement is expected to remain in effect indefinitely and will result in approximately $5.5 billion of charges for NVIDIA in its first quarter of fiscal year 2026, which ends on April 27, 2025. These charges are related to inventory, purchase commitments, and related reserves for the affected products.

Filer
Nvidia Corporation NVDA · NASDAQ
Filed
Accession
0001045810-25-000082
CIK
0001045810
Signal
High impactTechnology

Items reported

Item 8.01

Other Events

Regulatory Investigation Regulatory Approval

Market reaction

Close before filing

$110.71

Next session

-5.6%

Since filing

+81.3%

Latest close

$200.75

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Precedent

Previous filings from NVDA reporting the same item, with the next session's move:

About Nvidia Corporation

Nvidia Corporation is a leading technology company that specializes in the design and production of graphics processing units (GPUs) and integrated circuit technologies. Its GPUs are primarily known for their high performance in rendering graphics, making them a vital component in gaming, professional visualization, data centers, and autonomous machines. Founded in 1993, the company has a significant presence in sectors such as gaming, data science, machine learning, and artificial intelligence, where computational power is paramount. Nvidia’s product line includes the GeForce series for gaming and the Quadro series for professional graphics. Beyond hardware, the company offers software solutions like CUDA, a parallel computing platform enabling dramatic increases in computing performance by harnessing the power of the GPU. As a major player in the semiconductor industry, Nvidia is pivotal in advancing AI applications, powering deep learning frameworks, and fostering developments in fields like self-driving cars and high-performance computing. The firm, headquartered in Santa Clara, California, influences both consumer technology markets and the broader computing industry landscape.

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