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Why does China order their companies to buy NVIDIA fleas?

China has just given its large technology companies to stop any NVIDIA RTX Pro 6000D chip and accuse an American manufacturer of rape of its antitrust rules. This new ThunderClap comes several weeks after a similar first measure against the H20 …

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Nvidia focuses on China to protect its local industry

On Wednesday, September 17, 2025, the Chinese regulator of the competition (samr) forbade companies such as Alibaba, Tencent and Huawei to buy RTX chip for 6000DDesigned for industrial artificial intelligence. Reason? Would not receive green light for alleged violation of the 2008 Antimonopoly Act. The accusation of the group rejected the day after the announcement.

However, this chip, a “limited” version of H20, was created on the initiative of the US authorities precisely replace H20 in China. NVIDIA has already seen Beijing blocking the sale of its H20 chip, the IA processor at a high level, according to the accusation “Geolocation Systems” integrated and “Remote remote control” Advanced Samr. The accused was denied by an American company.

Jensen Huang, CEO of NVIDIA, then expressed his regret:

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As they wish, we continue to support Chinese companies. (…) These decisions exceed a single commercial dimension.

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After the H20 chip exports in China was blocked in April, RTX Pro 6000D had everything that would suit China’s demand. Nevertheless, Beijing triggers war against society by rejecting RTX for 6000D.

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What economic impacts?

China’s decision to boycott NVIDIA does not come in any context: competition is always more vivid in artificial intelligence chips. China is in full national efforts to increase its technological sovereignty, and today it believes that local manufacturers such as Huawei or Cambcon will achieve performance comparable to certain NVIDIA chips for China. This would therefore justify the current measures.

This announcement immediately influenced the Nvidia action: The title lost approximately 2 to 3 % after the announcement of the new restrictions of China yesterday, but this Thursday caught up with them.

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However, this measure could push NVIDIA to check its forecasts for the Chinese market. In fact, the country was about 13 % of NVIDIA sales last year. Jensen Huang therefore asked financial analysts not integrate China into your predictions Receive for 2025.

The result of this conflict will largely depend on the meeting between Donald Trump and Xi Jinping, always uncertain, but which should and priori this autumn. The question of fleas and tiktoku will undoubtedly be at the forefront.

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Source: Le Monde

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