Overview

• The Cyberspace Administration of China directed companies including ByteDance and Alibaba to stop testing and cancel orders for Nvidia’s RTX Pro 6000D, according to the Financial Times, with suppliers told to halt related work.
• The order lands days after the State Administration for Market Regulation said a preliminary review found Nvidia breached conditions tied to its Mellanox acquisition and that regulators would continue investigating without specifying remedies.
• Procurement sources say demand for the RTX6000D has been weak due to price and performance concerns versus the banned RTX5090 available on grey markets at lower cost, raising the risk of excess inventory.
• Major firms are awaiting clarity on whether licensed H20 shipments will restart and, in some cases, are watching for possible U.S. approval of the more powerful B30A, according to Reuters reports.
• Chinese authorities and industry insiders contend domestic AI processors now match the Nvidia models permitted for sale, and Nvidia CEO Jensen Huang said he was disappointed by the restrictions and would only operate where the market wants the company.