Jensen Huang · Nvidia · China · Donald Trump · Alibaba · Huawei · Ars Technica
Beijing banned an Nvidia gaming chip while the company’s chief executive, Jensen Huang
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The chip was added to a list of banned goods at China’s customs checkpoints last Friday, according to a copy of the document seen by the FT and two people with knowledge of the matter.
Key facts
- Morgan Stanley forecasts that China’s AI chip market will reach $67 billion in 2030, with 86 percent expected to be supplied by Chinese groups
- China’s AI chip sector was previously dominated by Nvidia, which sold products worth over $17 billion—mostly H20 chips—in the Chinese market in the 2025 financial year
- The Nvidia chip, known as the RTX 5090D V2, was introduced last August to comply with US export controls
- Huawei is set to capture the largest share of China’s AI chip market this year, with sales jumping by at least 60 percent amid strong demand from Chinese companies seeking domestic alternatives
Summary
Beijing banned an Nvidia gaming chip while the company’s chief executive, Jensen Huang, was visiting China with Donald Trump last week, the latest salvo in the superpowers’ battle to dominate AI. The move highlights Beijing’s determination to keep out Nvidia’s chips, especially the degraded versions made to comply with US export controls. The Nvidia chip, known as the RTX 5090D V2, was introduced last August to comply with US export controls. Nvidia’s Huang said on Monday that he believed China’s market would become accessible to US chip suppliers.