NVIDIA's GeForce RTX 4090D Gaming & H20 AI GPUs could soon be restricted from being imported to China as per the latest US trade regulations.
US regulations imposed on GPU manufacturers were targeted toward preventing a technological transfer to hostile nations like China, and this meant banning the export of every single solution that met a certain performance threshold. This created a sense of panic among firms like NVIDIA and AMD, deprived of a crucial market. However, reports suggest that the Biden administration has decided to expand its regulations further, now coming for China-compliant products.
It is reported that the US government's new restriction policy, effective by April 4, now comes for GPUs with a rated compute performance exceeding 70 TFLOPs, such as NVIDIA's cut-down GeForce RTX 4090D Gaming and their H20 AI GPU. NVIDIA launched the GeForce RTX 4090D for gamers back in November 2023 while the company also started taking orders for the H20 AI GPUs back in February.
According to the ECCN 4A003, the mentioned products might require getting a license", which means that exporting directly to China and other banned nations won't be a possibility now. Here is how the new policy is listed in the SEC's documents:
The above policy is to be implemented to export all electrical components, including CPUs and their respective NPUs. Now, the 70 TFLOP threshold means that NVIDIA's GeForce RTX 4090D GPU and their H20 AI GPU can't be exported directly, and while we haven't received a word about the reason for the licensing requirement, it could revolve around how the markets have tried to find "workarounds" with the China-compliant products, and a prime example is the "overclocking" of the
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