Leading global news agencies, including Bloomberg and Reuters, reported on September 17, 2025, that Chinese authorities have demanded the countrys largest technology companies to halt purchases of certain high-performance Nvidia chip models. The directive, allegedly from the Cyberspace Administration of China (CAC), was communicated verbally to giants like Alibaba and ByteDance. Although there is no official public ban, this move is seen as a major escalation in the "chip war." Analysts believe the reasons for this decision are twofold: first, it is a response to U.S. export restrictions, and second, it is an effort to compel Chinese companies to more actively switch to domestic AI accelerators, even if they are less powerful. The news caused a drop in Nvidias stock price and introduced significant uncertainty into global supply chains, threatening the development pace of advanced AI models in China.
China Orders Tech Firms to Halt Nvidia AI Chip Purchases — Media
