Overview

• China's internet regulator instructed firms including Alibaba and ByteDance to suspend tests and cancel orders of Nvidia's RTX Pro 6000D, a China‑specific model introduced in July.
• Regulators asked Huawei, Cambricon, Alibaba and Baidu to benchmark their processors against Nvidia's offerings, with some assessments finding parity or better with the U.S. company's China‑market chips.
• Reports in Chinese media say market authorities have raised antitrust issues tied to Nvidia's Mellanox acquisition, adding regulatory pressure to its China business.
• Nvidia CEO Jensen Huang voiced disappointment and told analysts to exclude China from near‑term forecasts, describing the relationship as a roller coaster.
• Nvidia shares fell about 2.6% to $170.33 after the cancellation reports, as U.S. House Speaker Mike Johnson criticized China as an unfair trading partner in a CNBC interview.