NVIDIA GeForce RTX 4090, completely removed from shelves

According to the latest U.S. regulations, AMD, Intel and Nvidia are no longer allowed to export some of their high-performance processors to China and some other countries without obtaining a U.S. export license. In fact, the restrictions are so tight that shipments of Nvidia AD102 processors have been limited, which may have an impact on the supply of GeForce RTX 4090 graphics cards.

Given global demand for Nvidia's AI GPUs, the company does not expect its near-term financial results to be affected by the new export rules. In the meantime, it remains to be seen how these new export rules will affect the production and pricing of GeForce RTX 4090-based graphics cards (which are typically made in China). To comply with the new export rules, Nvidia will have to start manufacturing the GeForce RTX 4090 and other AD102-based products outside of China.

For the vast majority of brands, moving production to Taiwan may not be a problem since most brands are headquartered in Taiwan. However, there is one big exception. Colorful is one of Nvidia's major customers and one of the world's largest graphics card manufacturers. It currently only operates in China. Nvidia will likely try to supply as many AD102 GPUs to its partners as possible in the coming weeks, but it remains to be seen how this affects the supply of GeForce RTX 4090 products in other countries.

Starting November 16, 2023, Nvidia will not be able to ship A100, A800, H100, H800, L40, L40S, and GeForce RTX 4090 cards for AI and HPC computing to China, Saudi Arabia, the United Arab Emirates, and other countries and modules. Vietnam does not have an export license.

With the exception of the GeForce RTX 4090, all of the above products are data center GPUs for AI, HPC and cloud applications. Assuming price isn't a limiting factor, the GeForce RTX 4090 is the best graphics card money can buy, but it's subject to new regulations as new restrictions stifle the export of high-performance processors in general.

“Licensing requirements may impact the Company’s ability to complete product development in a timely manner, support existing customers of Covered Products, or provide services to customers of Covered Products outside the affected region, and may require the Company to relocate certain operations from one or more regions out. More countries identified," Nvidia wrote in a statement filed with the SEC.

According to observations, NVIDIA GeForce RTX 4090 can no longer be completely removed from the e-commerce platform.

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