Overview

• China’s cyberspace regulator instructed large domestic firms to stop testing and buying Nvidia’s RTX Pro 6000D, according to the Financial Times, with Alibaba and ByteDance named in coverage.
• RTX Pro 6000D is the China‑targeted, Blackwell‑derived Nvidia chip that had remained available after earlier U.S. curbs blocked more advanced GPUs.
• Nvidia CEO Jensen Huang said he was disappointed by the reported order and noted the company can only serve a market if the country permits it.
• Nvidia announced a $5 billion equity investment in Intel at $23.28 per share, pending regulatory approval, positioning Nvidia as one of Intel’s largest shareholders.
• The partnership includes Intel building NVIDIA‑custom x86 CPUs for data centers and offering x86 SoCs that integrate NVIDIA RTX GPU chiplets via NVLink, with timelines undisclosed as Intel shares jumped roughly 25–33% and AMD and TSMC slipped.