Nvidia boss Jensen Huang said he is “disappointed” that China has reportedly ordered its top tech firms to stop buying the firm’s AI chips. He told reporters that while “there are a lot of places we can’t go to, and that’s fine,” he will be “patient” in response to the move by China’s internet regulator.
The directive comes from China’s Cyberspace Administration, which, according to the Financial Times, has instructed major companies to halt purchases of Nvidia’s AI chips that are specifically manufactured for the Chinese market.
Previously, Nvidia had been banned from selling its most advanced chips to China, though that ban was reversed in July. Nvidia was meanwhile required to pay 15% of its Chinese revenues to the U.S. government under that summer deal.
Huang said he would “support the US” as the countries work to resolve geopolitical issues. He also noted that if President Trump asked, he would express the same stance when questioned about it during his state visit to the UK. Shares of Nvidia fell more than 1% in pre-market trading after the news.
Nvidia, which achieved a $4 trillion valuation earlier in 2025, is central to the AI boom, powering data centers globally. Meanwhile, China is aggressively building its own chip industry to rival U.S. dominance in AI.
Major Chinese tech firms like DeepSeek, Tencent, and Alibaba had placed orders for Nvidia chips before the new directive.
What Lies Ahead
The ban could accelerate development of China’s domestic AI chip capacity, reducing reliance on U.S.-made hardware.
Nvidia’s dual pressures, from China’s regulator and U.S. export controls, are likely to reshape supply chains and investment decisions.
Huang’s patient posture suggests Nvidia may wait for regulatory adjustments or negotiation rather than immediate confrontation.
