"For years, the Chinese tech industry has been dependent on the US and its allies for the advanced semiconductors - colloquially known as "chips" - that undergird the AI industry. As the "AI race" has heated up to a fever pitch, chips have become its chief commodity - and bottleneck, as companies compete to build out the infrastructure they believe will run a multi-trillion dollar market."
"Specifically, the Financial Times reports, the CAC is limiting corporations like ByteDance and Alibaba from ordering Nvidia's RTX Pro 6000D, a less advanced unit specially designed for the Chinese market to appease president Donald Trump's wishy washy export control rules. Per the FT, the move affects tens of thousands of RTX Pro units, halting collaborate work that several companies had already ordered with Nvidia suppliers."
The Chinese tech sector has relied on the US and allied countries for advanced semiconductors that power AI development. Nvidia currently dominates the AI chip market and has become a critical supplier as demand surges. The Cyberspace Administration of China has restricted major companies such as ByteDance and Alibaba from purchasing Nvidia's RTX Pro 6000D, affecting tens of thousands of units and halting collaborative projects with Nvidia suppliers. Domestic alternatives like Huawei's Ascend 910c, which entered mass production in April, are positioned to replace blocked imports and accelerate China’s push for self-reliant AI infrastructure.
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