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Beijing drops Google probe, shifting focus to Nvidia in US trade talks, FT reports

China dropped its six-month antitrust probe into Google's Android dominance to focus on Nvidia amid US-China trade talks involving TikTok and semiconductor regulations.

  • China ended its antitrust probe into Google's Android operating system following a formal investigation launched in February 2025 in the largest handset market.
  • The probe focused on Android's impact on domestic phone makers such as Oppo and Xiaomi amid ongoing US-China trade discussions involving TikTok, Nvidia, tariffs, and broader relations.
  • Meanwhile, China intensified regulatory pressure on Nvidia by accusing it of anti-monopoly violations related to its Mellanox acquisition and banned Chinese firms from buying Nvidia's custom RTX Pro 6000D AI chips.
  • US President Donald Trump has announced a deal with China on TikTok and plans to discuss trade with President Xi Jinping, reflecting a strategic shift in Beijing's regulatory focus toward Nvidia.
  • Ending the Google probe signals Chinese willingness to ease tensions while escalating scrutiny of Nvidia suggests Beijing aims to leverage chipset controls in ongoing trade negotiations.
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Bloomberg broke the news in United States on Thursday, September 18, 2025.
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