NVIDIA (NVDA) confirms it was granted a US licence in February to ship a small amount of H200 chips to China-based customers and H200 chips face 25% tariffs
Importance
Level 1
- Still negotiating OpenAI investment, deal not finalised.
- FY2026 gross margin fell because of a USD 4.5bln write-off due to overstock and purchase commitments.
- CFO expects supply constraints for advanced architectures to continue.
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