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China Bans ByteDance from Using Nvidia Chips in New Data Centers
China orders ByteDance and Alibaba to halt use of Nvidia AI chips in new data centers to boost domestic chipmakers; Nvidia held over 90% market share in China in 2022.
- On Nov 26, Chinese regulators barred TikTok-owner ByteDance from deploying Nvidia chips in new data centres, The Information reported, after ByteDance bought more Nvidia chips than any other Chinese firm in 2025.
- Chinese regulators in August asked local firms to stop new Nvidia AI-chip orders and Reuters reported state-funded data-centre projects must use homegrown processors.
- Demand for Nvidia's China-specific RTX6000D has been tepid, and an Nvidia spokesperson told Reuters, `The regulatory landscape does not allow us to offer a competitive data center GPU in China.`
- Market moves followed reports that procurement rules now favor domestic AI chips, with Reuters reporting state-funded data-centre projects must use domestically made AI chips while Nvidia stock rose 1.8 percent on Wall Street.
- Beijing is accelerating plans to build an alternative AI ecosystem and achieve chip self-sufficiency as Washington tightens export curbs, and President Donald Trump said earlier this month Washington will `let them deal with Nvidia but not in terms of the most advanced` chips.
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29 Articles
China Is Slowly but Surely Breaking Free From Nvidia
ByteDance bought more Nvidia chips than any other Chinese company in 2025, according to three people with direct knowledge of its purchases. Racing to secure computing power for its billion-plus users and fearing Washington might suddenly cut off supply, the TikTok parent hoarded its stock of ...
Coverage Details
Total News Sources29
Leaning Left2Leaning Right1Center6Last UpdatedBias Distribution67% Center
Bias Distribution
- 67% of the sources are Center
67% Center
L 22%
C 67%
11%
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