Overview
- China’s Cyberspace Administration instructed major platforms including Alibaba and ByteDance to suspend tests and orders of Nvidia’s RTX Pro 6000D, according to multiple reports.
- The State Administration for Market Regulation opened an antitrust investigation tied to Nvidia’s Mellanox acquisition, while regulators benchmarked Huawei, Cambricon, Alibaba and Baidu chips against Nvidia’s offerings.
- Nvidia CEO Jensen Huang said he was disappointed by China’s decision and told analysts to exclude China from company forecasts pending government discussions.
- Nvidia said it will buy $5 billion of Intel stock at $23.28 per share, with the transaction subject to regulatory approvals.
- The companies will co-develop custom x86 CPUs for data centers and PC systems combining Intel CPUs with Nvidia RTX chiplets; Intel shares jumped roughly 25–30% after the announcement and Nvidia also rose.