Пекин подчеркивает курс на независимость в полупроводниках, ограничивая закупки ИИ-чипов Nvidia Translation: Beijing emphasizes the course towards semiconductor independence by restricting purchases of Nvidia AI chips.

China’s Cyberspace Administration (CAC) has prohibited the nation’s largest tech firms from sourcing Nvidia AI chips. This was reported by the Financial Times, citing sources.

According to the publication, several companies, including ByteDance and Alibaba, had begun testing and planned to purchase tens of thousands of the RTX Pro 6000D— a specialized product from the American chipmaker for China. However, the regulator instructed them to abandon these plans.

Following the notice, Chinese firms informed their suppliers to halt the ongoing transactions.

The ban was imposed after Chinese regulators recognized the high effectiveness of domestic microchips, which reportedly have reached performance levels comparable to Nvidia’s products allowed for sale in the country.

Nvidia’s CEO Jensen Huang expressed during a meeting with journalists that he hopes to discuss business opportunities in China with Donald Trump.

«We can operate in the market only if the country itself is willing. I am disappointed with what I see. However, they have broader objectives in the China-US relationship, and I understand that. We are approaching the situation with patience,» he stated.

Beijing is pressuring Chinese tech companies to bolster the domestic semiconductor industry and reduce their reliance on Nvidia. This will enhance China’s position in the AI race against the US, according to FT.

«The signal is now crystal clear. Previously, people hoped for a revival of Nvidia’s supply if geopolitical conditions improved. Now, all efforts are focused on creating an indigenous system,» said the head of one tech company.

Nvidia introduced the RTX Pro 6000D in July during Huang’s visit to Beijing. At that time, the American company announced that Washington was easing the export ban on the H20 chip.

It’s worth noting that in August, the company reported earnings and revenue for the second quarter that exceeded expectations and stated that sales growth in the third quarter would continue at over 50%.