Nvidia (NASDAQ:NVDA) is facing a strategic crossroads as the Biden administration extends its grip on the export of high-end technology. The chipmaking giant has signaled the possibility of relocating certain business operations from countries now subject to U.S. export curbs.
These new regulations are not just a minor blip on the radar; they could affect Nvidia’s product development timelines, support for existing customers, and the supply chain for customers in regions impacted by the restrictions. In this expanded scope, set to take effect in a month, the United States has widened the net, encompassing a broader spectrum of advanced chips and chipmaking tools and adding more countries, including Iran and Russia, to its list. Notably, this update also includes the blacklisting of Chinese chip designers Moore Threads and Biren, underscoring the global implications of these far-reaching curbs.