Overview
- The Financial Times, citing two unnamed sources, reported that Chinese customs added Nvidia’s RTX 5090D V2 to a prohibited‑goods list during the Trump–Xi meetings with CEO Jensen Huang in the country.
- Nvidia did not immediately comment, and its shares fell about 0.77% after the report.
- The 5090D V2 was built to meet U.S. export limits for China’s gaming market, yet AI developers had used it to tap Nvidia’s Blackwell architecture, the company’s latest AI chip design.
- Nvidia is scheduled to report fiscal second‑quarter results after the close, with forecasts of $1.77 in earnings per share on $78.97 billion in revenue, and the reported ban clouds its China outlook.
- Tom’s Hardware notes that Beijing has urged AI firms to favor homegrown chips, and even U.S.-approved H200 GPUs have not received broad purchase clearance in China.