The rules keep changing, but you're still listening to Motley Fool Money.

I'm Mary Long, joined today by Anthony Chavone, and it's a beautiful day in Denver, Colorado.

How are things in your neck of the woods?

Well, in Pennsylvania, it's a little bit colder.

Well, maybe not the Colorado, but cold and windy in Pennsylvania.

You know, sometimes that's just how spring goes.

Feeling a little cold and windy in the stock market, perhaps, as well, that's due in large part due to a warning that Invidia issued late yesterday.

That warning being that the company will be taking a $5.5 billion charge.

That comes after the U.S. said that Nvidia will need to get a license in order to export a certain

kind of AI chip. This chip is called the H20 processor, and it was built specifically to comply

with American export rules, but those rules have now changed under the new administration.

And top line, what's this mean for NVIDIA?

Yeah, I think that's the question that the market is trying to answer right now. And I think this added uncertainty is really

the main reason why we're seeing Vida shares down today. And I think the market has kind of

taken a sell now and ask questions later approach with regards to this news. And I mean, this is a

rapidly evolving situation. And as I understand it, this export restriction can be reversed

at any time. So, you know, I'm not going to pretend to know exactly what this means for

NVIDIA over the long term. But, you know, if there is any company that can navigate a $5.5 billion write down, it's probably the

$2.5 trillion company that's fueling the AI revolution.

And I believe they have more cash than debt of their balance sheet as well.

So I think they are in a good position to navigate this for the long term.

And we'll see what the future holds with regards to these

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