This is the best summary I could come up with:

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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