Nvidia’s dominance in China has reportedly collapsed from around 95% to “zero,” CEO Jensen Huang stated publicly, illustrating the immediate impact of new restrictions and regulatory measures in the country, according to The Times of India.
Chinese Regulations Block Nvidia AI Chips
Chinese authorities have prohibited domestic technology firms from purchasing Nvidia’s advanced AI chips. This is part of a broader push to control access to foreign high-tech components while promoting the development of domestic semiconductor capabilities. Analysts suggest the policy is a strategic move reflecting the deepening decoupling between U.S. and Chinese technology sectors, especially in high-performance AI hardware.
Geopolitical Impact on AI Hardware Markets
The sudden disappearance of Nvidia from the Chinese market highlights the influence of geopolitical tensions and export controls on global AI chip markets. Industry experts predict that China will increasingly invest in homegrown alternatives, while U.S. companies face mounting challenges in accessing one of the world’s largest AI markets.
The situation underscores the growing risks multinational technology firms face amid the escalating U.S.–China tech rivalry, with advanced AI chips now a central element of strategic competition.
