This may be a “concession” from the Silicon Valley firm to get the White House to loosen further AI regulations, one analyst speculated.

Nvidia on Tuesday said it would take $5.5 billion in charges after the U.S. government limited exports of its H20 artificial intelligence chip to China, a key market for one of its most popular chips.

U.S. stocks fell Wednesday after Nvidia warned new restrictions on exports to China will chisel billions of dollars off its results, while companies around the world said President Donald Trump’s trade war is clouding forecasts for how they and the economy will do this year.

Analysts are debating whether Nvidia can still manage sequential growth this year as political developments pressure revenue.