The federal government has told Nvidia that the restrictions on some of its AI chips exported to China will go into effect immediately—a month sooner than the company expected, according to a regulatory filing. On Tuesday, in the filing, Nvidia said it learned of the earlier start date from the Commerce Department on Monday. Last week, the agency had placed licensing requirements on the company for specific data- center products—the A100, A800, H100, H800, and L40S—were scheduled to go into effect after 30 days. Nvidia said it doesn’t expect the accelerated timing to have a “near-term meaningful impact on its financial results,” given the strong demand for its chips worldwide. The government unveiled the first round of export restrictions last year to impede China’s ability to use advanced AI technology for military purposes. The additional restrictions announced last week were an update to those measures. Even with the tightened restrictions, Nvidia probably has robust orders for its AI products from customers outside of China. Last week, Taiwanese chip maker TSMC said artificial intelligence orders had improved over the last three months. TSMC is Nvidia’s main supplier of AI chips.

Full exclusive : Nvidia Must Limit AI Chip Exports to China Immediately—Not in 30 Days.