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AI Daily Brief — 15 April 2025

The day the US-China chip cold war became balance-sheet reality. NVIDIA’s after-hours 8-K disclosed a ~$5.5B Q1 FY26 charge for H20 inventory and reserves; AMD filed parallel paperwork for up to $800M. Combined ~$6.3B in single-day export-control hits. The Senate House Select Committee called prior H20 sales a ‘loophole.’

Top stories

  • NVIDIA discloses ~$5.5B Q1 FY26 charge in 8-K. US government told NVIDIA on Apr 9 an export license would be required for H20 GPUs sold to China (and D:5 destinations), and on Apr 14 said the requirement is in effect indefinitely. H20 sales had been $4.6B in Q1 FY26 prior to the rule, with another $2.5B that could not be shipped. Analysts pegged the 2025 revenue exposure at ~$18B. Stock plunged after-hours. via CNBC
  • AMD takes up to $800M charge as MI308 hits the same wall. AMD completed initial assessment Apr 15 of the new US export-license requirements that capture MI308 GPUs shipped to China and D:5 countries. Guided to up to ~$800M in charges across inventory, purchase commitments and reserves; will apply for licenses with no assurance they’ll be granted. via TechCrunch
  • OpenAI begins deprecating GPT-4.5 Preview in the API. Notice posted Apr 14, broadly covered Apr 15: full shutdown set for Jul 14, 2025. OpenAI told developers 4.1 matches or beats it at lower latency and cost. Triggered immediate developer pushback over costs already absorbed migrating to 4.5. via VentureBeat
  • NVIDIA 8-K primary filing. Q1 FY26 (ending Apr 27) charges for H20 inventory, purchase commitments and reserves. via SEC
  • GPT-4.1 family rollout continues globally. Up to 1M-token context, June 2024 knowledge cutoff. SWE-Bench Verified +21.4 over GPT-4o, Scale MultiChallenge +10.5. Pricing: $2/$8, $0.40/$1.60, $0.10/$0.40 per M tokens for full / mini / nano. via OpenAI

Who shipped

NVIDIA and AMD ran the balance-sheet news. OpenAI ran the deprecation news. Anthropic, Google, Meta and xAI all quiet on the day — the news cycle was entirely chips-and-policy.

Open-source pulse

No major open-weights drop dated Apr 15.

Money, infra & hardware

The Apr 15 disclosures landed mid-escalation: Apr 4 Trump 34% tariffs on China, Apr 9 China retaliates at 84%, Apr 11 China lifts to 125%. The H20/MI308 license requirements bolt new export-control teeth onto the chip side of the trade war ahead of the May 12 90-day truce. Nasdaq dropped sharply on the chip writedown.

Quiet corners

No notable arxiv landmark. No major Anthropic, Google, Meta or xAI product news.

By the numbers

  • ~$5.5B — NVIDIA Q1 FY26 charge
  • $4.6B + $2.5B — H20 sales / pending shipments stranded
  • ~$18B — analyst-pegged 2025 revenue exposure
  • up to ~$800M — AMD MI308 charge
  • ~$6.3B — combined single-day chip export-control hit
  • Jul 14, 2025 — GPT-4.5 Preview API shutdown date
  • Most-mentioned company: NVIDIA

Compiled by AI Feed’s editor from verified web sources for 15 April 2025.