NVIDIA (NVDA) arrow on Monday to the lowest closure price since last September with reports of giant AI chips that reach China despite export controls.
The Wall Street Journal reported on Sunday The latest Blackweell chips in NVIDIA arrives in China Through third -party employees, using entities registered in the nearby areas in violation of export controls.
Near: March 3 at 4:00:01 pm EST
This report was followed by news Singapore is investigating NVIDIA Dell customers (Dell) And super small computer (SMCI) – Companies that make servers using Blackwell graphics units (graphics processing units) – to violate American export restrictions in shipping servers that may contain NVIDIA chips from Singapore to Malaysia. Malaysia is said to be through the chips smuggling point to China.
Dell shares decreased nearly 7 % after the announcement of the investigation, while Super Micro shares fell 13 %. Super Micro declined after the shares of the server maker suffered from a loss of about 30 % last week. Arm British Chip Designer Arm (ARM) also sank on Monday, and about 8 % fell.
Near: March 3 at 4:00:01 pm EST
SMCI Del arm
NVIDIA declining shares put more than 12 % over the past five days. The shares were traded on Monday at a slightly more than the lowest level in 2025, at a value of approximately $ 117 in early February, after the cheap AI from Deepseek feed the shares of large American technology. The final NVIDIA price of approximately $ 114 was its lowest level since September 10.
“Unknown traders cannot obtain, install, use, and maintain Blackwele products,” a NVIDIA spokesman told Yahoo Finance in a statement. “We will continue to investigate each report on possible transfer and take appropriate measures.”
NVIDIA is used as an ARM structure, a plan for computer chips design, for GRACE CPU (CPUs, or “Traditional” computer chips) used along with BlackWell graphics units in the latest AI server designs that were manufactured by Dell and Super Micro.
“Investors may be increasingly affected by NVIDIA through more sales restrictions for China,” Jill Louor, Da Davidson analyst, told Yahoo Finance in an email on Monday.
“Until now, NVDA has argued that they are not responsible for selling their positions in China, but new restrictions may not be placed.”
Last week, the NVIDIA profit report showed the latest designs of the Server Blackwell AI system from $ 11 billion to the fourth quarter, and the company said that Blackweell products have achieved widespread production despite previous reports on defects and mockery issues.
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