According to the Financial Times, Intel told its clients last week that any chip with DRAM bandwidth of 1,400GB/s, I/O bandwidth of 1,100GB/s, or a combined 1,700GB/s would be flagged for clearance. That includes Intel’s Gaudi series, which, along with Nvidia’s H20, smashes through those thresholds. 

Intel, now led by CEO Lip-Bu Tan, hasn’t commented yet, but the market already has. Shares dropped more than three per cent on Wednesday, in line with a broader chip stock slide sparked by Nvidia’s grim $5.5 billion warning tied to similar China restrictions. 

The once-hot AI chip boom is now wobbling. Two years of bullish gains are giving way to tariff tremors and fresh panic over Big Tech’s tightening purse strings.