According to Reuters, analysts and investors have highlighted that the Biden administration's latest export control measures targeting artificial intelligence (AI) chips present a significant threat to NVIDIA's revenue. These measures aim to tightly regulate the global distribution of AI chips, granting export permissions solely to a select few close US allies while imposing restrictions on the majority of countries. As one of the most stringent measures to date, this action will inevitably impact the highly competitive AI chip market. As the world's foremost provider of AI chips, NVIDIA generates approximately 56% of its revenue from customers outside the United States, with China contributing roughly 17% of its total sales. Consequently, these control measures are poised to substantially curtail its market reach.
