


Wednesday, September 17, 2025

Beijing Pulls the Plug
China’s internet regulator has told major tech firms to stop buying Nvidia’s AI chips and even cancel existing orders. The move is part of a broader campaign to cut reliance on U.S. technology and deepen the nation’s push for homegrown alternatives.
Nvidia Feels the Hit
Shares of Nvidia slipped about 1% in premarket trading after the news broke, another blow to the company as Washington and Beijing continue their high-tech tug-of-war.
Trade War Escalation
The ban comes just days after China accused Nvidia of violating anti-monopoly rules, showing how the chip giant has become a flashpoint in the U.S.-China trade battle.
Who’s Affected
According to the report, the Cyberspace Administration of China (CAC) directed companies like ByteDance and Alibaba to halt testing and terminate orders of Nvidia’s latest RTX Pro 6000D chip. Some firms had already begun large-scale testing before the order landed.
Stronger Than Before
This directive is even tougher than earlier guidance, which focused on Nvidia’s H20 — an older chip designed specifically for the Chinese market. The 6000D, Nvidia’s newest release, was already seeing lukewarm demand before Beijing effectively pulled the plug.
What’s Next
With several companies scrapping plans to buy tens of thousands of chips, Nvidia faces fresh uncertainty in one of its most important markets. Meanwhile, Beijing’s latest move makes clear that the AI chip war is only getting hotter.
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© Copyright 2024. All Rights Reserved.