China Blocks Nvidia and Accelerates Race for Domestic Artificial Intelligence Chips

Written by Caio Aviz

Published on 18/09/2025 at 10:44

Representação da proibição chinesa aos chips da Nvidia e o fortalecimento da indústria local de semicondutores.

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Unprecedented Ban Strengthens Technological Dispute Between the U.S. and China

The Cyberspace Administration of China (CAC) determined, on September 15, 2025, that large local companies should suspend purchases and testing of the RTX Pro 6000D chip.

The American Nvidia developed the chip exclusively for the Chinese market.
The Financial Times confirmed the measure on September 17 based on sources linked to the sector.

The decision reflects the policy of reducing reliance on foreign semiconductors.

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Decision Supported by Antitrust Investigations

According to the State Administration for Market Regulation, Nvidia was found to be in violation of China’s antitrust laws.

For this reason, the company will remain subject to local investigations.

Consequently, orders for tens of thousands of units of the RTX Pro 6000D have been canceled.

Thus, companies that had already started testing had to halt their projects.

This move reinforces the Chinese government’s effort to consolidate domestic manufacturers and stimulate local supply chains.

Nvidia’s Reactions to Chinese Pressure

Nvidia’s CEO, Jensen Huang, expressed his views during a trip to the United Kingdom.

According to statements to the Financial Times, Huang intends to discuss the situation with U.S. President Donald Trump.

He stated that the company wants to remain in China but depends on political decisions between Washington and Beijing.

Thus, Nvidia reinforces its stance of strategic patience in the face of trade tensions.

The company recognizes that the dispute goes beyond the technology sector.

Context of Local Advances and New Government Guidelines

Chinese authorities indicated that the domestic semiconductor industry has already reached a level comparable to global leaders.

As such, they believe they can gradually replace the import of advanced chips.

In August 2025, Bloomberg reported that the government had recommended that companies avoid using Nvidia’s H20 processors.

The recommendation particularly applied to official applications.

Therefore, the most recent decision represents the continuation of a consolidated strategy for technological independence.

Trade Negotiations and International Impact

Nvidia had resumed shipments of H20 chips to China in July 2025.

The resumption occurred after an agreement with Washington that allowed exports conditioned on the payment of 15% of the revenue generated in the country.

The measure was accompanied by AMD, signaling a temporary easing of restrictions.

However, with the Chinese ban in September, this balance is disrupted again.

Thus, the race intensifies for China to advance its own innovation.

Meanwhile, the United States strengthens its vigilance over cutting-edge technology.

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China Blocks Nvidia and Accelerates Race for Domestic Artificial Intelligence Chips

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Nvidia’s Reactions to Chinese Pressure

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China Blocks Nvidia and Accelerates Race for Domestic Artificial Intelligence Chips

Unprecedented Ban Strengthens Technological Dispute Between the U.S. and China

Major Oil, Gas, and Energy Event Will Take Place in Brazil: Macaé Energy Will Gather Petrobras, Equinor, Prio, Among Other Suppliers and Energy Executives for Business, Networking, and Employment Opportunities

Decision Supported by Antitrust Investigations

Nvidia’s Reactions to Chinese Pressure

Context of Local Advances and New Government Guidelines

Trade Negotiations and International Impact

China has been trying for 13 years to build a railway in the Gobi Desert to reach Mongolia, and there are still 20 kilometers left that no one can finish due to a problem that seems impossible to solve.

For 45 years, Spain and Morocco have been trying to connect Europe to Africa through a project of just 14 kilometers in the Strait of Gibraltar, and an active tectonic fault on the seabed continues to make the project nearly impossible.

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Where there was only sand and wind at 40 degrees, China built a megacity of 500,000 inhabitants with farms, wineries, and universities in the middle of the desert using melted glacier water from hundreds of kilometers away.

An inventor in China creates flying drones shaped like swords that respond to hand gestures in real time, with technology based on motion sensors transforming interaction into a scene worthy of a movie and redefining the control of machines in the air.

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