Summary: Beijing’s market regulator said Nvidia violated anti‑monopoly law after a preliminary probe, even as Reuters reports Chinese firms still seek Nvidia accelerators despite government pressure not to buy. The dispute lands during U.S.–China trade talks.
Why it matters
Antitrust claims could justify tighter domestic controls and speed import substitution, while purchase pressure—if enforced—would reroute global GPU supply and pricing.
Key facts
- Regulator statement: Nvidia violated anti‑monopoly law (preliminary).
- Demand reality: Chinese firms still chasing shipments.
- Talks: chips on the agenda in Madrid meetings.
What to watch
Scope of any formal case; carve‑outs for “China‑specific” SKUs; back‑channel procurement via partners.