Nvidia (NVDA) and other AI chipmakers could soon face significant new trade restrictions from the Trump administration, according to a report from Mizuho Securities. Analyst Vijay Rakesh warned that new regulations could ban the sale of all AI chips to China, potentially impacting Nvidia’s H20 and B20 processors, which were previously permitted for export.
The restrictions, expected in the coming weeks following key Department of Commerce appointments, could cost Nvidia between $4 billion and $6 billion in revenue for fiscal 2026. Broadcom (AVGO) may also be affected due to its AI chip partnership with China’s ByteDance.
Despite the news, Nvidia stock ended the day up 3.9% at $124.81 after initial losses. Meanwhile, Microsoft (MSFT) has called on the administration to loosen AI export rules, arguing that current policies could give China a competitive edge.
With growing tensions between the U.S. and China over AI technology, investors are watching closely for further developments.
AI News Monitor 
Leave a comment