Shares in Nvidia and other tech companies slumped after the computer chip maker said that tighter U.S. government controls on its exports of semiconductors used for artificial intelligence will cost it an extra $5.

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

President Donald Trump’s administration has barred Nvidia Corp. from selling its H20 chip in China, an escalation of Washington’s tech battle with Beijing that will cost the company billions of dollars and hamstring a product line it explicitly designed to comply with previous US curbs.