This is almost certainly nothing to do with gaming but rather with preventing China from building up their own chip industry and using US chips in things like AI applications.
Unless I misunderstood the article, the fact they are made in mainland China is kind of the point of the restriction, and Nvidia could now seek to move production to Taiwan as a result
The chips are manufactured in Taiwan. Many of the graphics cards the chips go into are made in mainland China though -- which is where they're going to have issues.
Given the demand for Nvidia's AI GPUs across the globe, the company does not expect its financial results in the near term to be affected by the new export rules.
Meanwhile, it remains to be seen how these new export rules affect the production and prices of GeForce RTX 4090-based graphics cards, which are generally made in China.
Colorful, which is one of Nvidia's major customers and which happens to be one of the world's largest graphics card manufacturers, only operates in China.
Starting from November 16, 2023, Nvidia will be unable to ship its A100, A800, H100, H800, L40, L40S, and GeForce RTX 4090 cards and modules for AI and HPC computing to China, Saudi Arabia, the United Arab Emirates, and Vietnam without an export license from the U.S. Department of Commerce's Bureau of Industry and Security.
All the aforementioned products, except the GeForce RTX 4090, are data center GPUs for AI, HPC, and cloud applications.
The GeForce RTX 4090 is the best graphics card money can buy, assuming price isn't a limiting factor, but since the new restrictions curb exports of high-performance processors in general, it falls under the new regulations.
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