\u201cThe message is now loud and clear,\u201d said an executive at one of the tech companies. \u201cEarlier, people had hopes of renewed Nvidia supply if the geopolitical situation improves. Now it\u2019s all hands on deck to build the domestic system.\u201d<\/p>\n
Nvidia started producing chips tailored for the Chinese market after former US President Joe Biden banned the company from exporting its most powerful products to China, in an effort to rein in Beijing\u2019s progress on AI.<\/p>\n
Beijing\u2019s regulators have recently summoned domestic chipmakers such as Huawei and Cambricon, as well as Alibaba and search engine giant Baidu, which also make their own semiconductors, to report how their products compare against Nvidia\u2019s China chips, according to one of the people with knowledge of the matter.<\/p>\n
They concluded that China\u2019s AI processors had reached a level comparable to or exceeding that of the Nvidia products allowed under export controls, the person added.<\/p>\n
The Financial Times reported last month that China\u2019s chipmakers were seeking to triple the country\u2019s total output of AI processors next year.<\/p>\n
\u201cThe top-level consensus now is there\u2019s going to be enough domestic supply to meet demand without having to buy Nvidia chips,\u201d said an industry insider.<\/p>\n
Nvidia introduced the RTX Pro 6000D in July during Huang\u2019s visit to Beijing, when the US company also said Washington was easing its previous ban on the H20 chip.<\/p>\n
China\u2019s regulators, including the CAC, have warned tech companies against buying Nvidia\u2019s H20, asking them to justify having purchased them over domestic products, the FT reported last month.<\/p>\n
The RTX Pro 6000D, which the company has said could be used in automated manufacturing, was the last product Nvidia was allowed to sell in China in significant volumes.<\/p>\n
Alibaba, ByteDance, the CAC, and Nvidia did not immediately respond to requests for comment.<\/p>\n
Additional reporting by Eleanor Olcott in Zhengzhou.<\/p>\n
\u00a9 2025 The Financial Times Ltd<\/a>. All rights reserved<\/a>. Not to be redistributed, copied, or modified in any way.<\/p>\n","protected":false},"excerpt":{"rendered":"\u201cThe message is now loud and clear,\u201d said an executive at one of the tech companies. \u201cEarlier, people…\n","protected":false},"author":3,"featured_media":234067,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[64,67,132,68],"class_list":{"0":"post-234066","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business","8":"tag-business","9":"tag-united-states","10":"tag-unitedstates","11":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115220243064250588","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/234066","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=234066"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/234066\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/234067"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=234066"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=234066"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=234066"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}